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Investment banker vs investment consultant

The differences between investment bankers and investment consultants can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both an investment banker and an investment consultant. Additionally, an investment banker has an average salary of $162,715, which is higher than the $109,300 average annual salary of an investment consultant.

The top three skills for an investment banker include financial services, discounted cash flow and capital markets. The most important skills for an investment consultant are financial services, FINRA, and financial products.

Investment banker vs investment consultant overview

Investment BankerInvestment Consultant
Yearly salary$162,715$109,300
Hourly rate$78.23$52.55
Growth rate10%15%
Number of jobs28,46048,111
Job satisfaction--
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 77%
Average age4345
Years of experience44

What does an investment banker do?

An investment banker is responsible for selling and issuing securities and financial assets to the stock markets to generate money and raise capital for organizations and financial institutions. Investment bankers also work with private clients to advise them of investment options and financial transactions according to the market's condition and clients' interests. They handle the clients' investment portfolios and create propositions for acquisitions and company mergers. An investment banker must have excellent knowledge of the financial and stock industry, as well as having excellent analytical skills to review statistical data and determine the best financial strategies.

What does an investment consultant do?

An investment consultant is an individual who gives investment products, planning, and/or advice to investors. Investment consultants formulate investment strategies to help clients fulfill their necessities and realize their financial objectives. They create internal research documents that outline real estate investment opportunities and private equity. It is also part of their job to review strategies of asset management that recognize estate and income tax needs.

Investment banker vs investment consultant salary

Investment bankers and investment consultants have different pay scales, as shown below.

Investment BankerInvestment Consultant
Average salary$162,715$109,300
Salary rangeBetween $95,000 And $276,000Between $60,000 And $196,000
Highest paying CityBoston, MANew York, NY
Highest paying stateAlaskaNew York
Best paying companyCitiBailey & Glasser
Best paying industryReal EstateFinance

Differences between investment banker and investment consultant education

There are a few differences between an investment banker and an investment consultant in terms of educational background:

Investment BankerInvestment Consultant
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 77%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Investment banker vs investment consultant demographics

Here are the differences between investment bankers' and investment consultants' demographics:

Investment BankerInvestment Consultant
Average age4345
Gender ratioMale, 76.2% Female, 23.8%Male, 79.7% Female, 20.3%
Race ratioBlack or African American, 5.5% Unknown, 4.1% Hispanic or Latino, 11.5% Asian, 12.4% White, 66.2% American Indian and Alaska Native, 0.2%Black or African American, 5.7% Unknown, 4.4% Hispanic or Latino, 9.5% Asian, 8.4% White, 71.9% American Indian and Alaska Native, 0.1%
LGBT Percentage6%5%

Differences between investment banker and investment consultant duties and responsibilities

Investment banker example responsibilities.

  • Utilize Bloomberg system and company proprietary research to actively monitor portfolios and manage trading activities to achieve customers' goals.
  • Provide service for existing brokerage accounts, manage accounts, annuities, and securities-base lines of credit.
  • Attain NMLS identification number for mortgage origination.
  • Generate reporting data from Salesforce platform to facilitate growth and manage firm operations.
  • Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities.
  • Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
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Investment consultant example responsibilities.

  • Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
  • Research securities to determine value by analyzing financial statements, corporate filings and earnings reports
  • Preform timely and accurate securities operational support functions, trade processing, settlement reporting.
  • Adjust sector exposure to express personal macro views, selecting single stocks within sector base on fundamental analysis and technical indicators.
  • Advance knowledge of annuities and interest rates.
  • Team leader for license bank employees in the selling of tax-defer annuities.
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Investment banker vs investment consultant skills

Common investment banker skills
  • Financial Services, 6%
  • Discounted Cash Flow, 6%
  • Capital Markets, 6%
  • Financial Statements, 6%
  • Client Relationships, 4%
  • Securities, 4%
Common investment consultant skills
  • Financial Services, 12%
  • FINRA, 8%
  • Financial Products, 7%
  • Client Relationships, 5%
  • Investment Products, 4%
  • Client Satisfaction, 4%