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Investment banking analyst vs associate

The differences between investment banking analysts and associates can be seen in a few details. Each job has different responsibilities and duties. Additionally, an associate has an average salary of $69,556, which is higher than the $60,598 average annual salary of an investment banking analyst.

The top three skills for an investment banking analyst include financial models, discounted cash flow and healthcare. The most important skills for an associate are customer service, sales floor, and patients.

Investment banking analyst vs associate overview

Investment Banking AnalystAssociate
Yearly salary$60,598$69,556
Hourly rate$29.13$33.44
Growth rate9%-
Number of jobs52,791569,041
Job satisfaction--
Most common degreeBachelor's Degree, 83%Bachelor's Degree, 46%
Average age4041
Years of experience4-

What does an investment banking analyst do?

An Investment Banking Analyst reviews and analyzes data for investment banking portfolios. They work with individuals and businesses to suggest potential investments for their clients.

What does an associate do?

Associates are typically entry-level positions for employees who are taking on their first job or organizational role. They are assigned to teams or departments that are related to their skills or educational background. They usually start with smaller tasks that may not seem as impactful but are still essential to the department. Associates are trained by more tenured team members on the ins and outs of the department and the organization. As they grow with the organization, they are given more responsibilities that directly impact the results of the department's initiatives as they work towards their goals.

Investment banking analyst vs associate salary

Investment banking analysts and associates have different pay scales, as shown below.

Investment Banking AnalystAssociate
Average salary$60,598$69,556
Salary rangeBetween $35,000 And $104,000Between $34,000 And $140,000
Highest paying CitySan Francisco, CAWashington, DC
Highest paying stateCaliforniaNew York
Best paying companyThe CitadelSimpson Thacher & Bartlett
Best paying industryFinance-

Differences between investment banking analyst and associate education

There are a few differences between an investment banking analyst and an associate in terms of educational background:

Investment Banking AnalystAssociate
Most common degreeBachelor's Degree, 83%Bachelor's Degree, 46%
Most common majorFinanceBusiness
Most common collegeUniversity of Pennsylvania-

Investment banking analyst vs associate demographics

Here are the differences between investment banking analysts' and associates' demographics:

Investment Banking AnalystAssociate
Average age4041
Gender ratioMale, 75.3% Female, 24.7%Male, 50.4% Female, 49.6%
Race ratioBlack or African American, 5.6% Unknown, 4.5% Hispanic or Latino, 7.7% Asian, 14.1% White, 68.0% American Indian and Alaska Native, 0.1%Black or African American, 10.5% Unknown, 5.3% Hispanic or Latino, 18.3% Asian, 8.3% White, 57.0% American Indian and Alaska Native, 0.6%
LGBT Percentage7%7%

Differences between investment banking analyst and associate duties and responsibilities

Investment banking analyst example responsibilities.

  • Organize and maintain client leads in SalesForce.
  • Used SQL language to manipulate, extract and manage financial and customer data.
  • Manage financial operations such as account management, book keeping, wire transfers, and transaction, position reconciliations.
  • Manage ongoing maintenance of prospective investor pipeline using SalesForce software.
  • Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
  • Perform valuation analyses including DCF, public trading comparison, and precedent transaction comparisons.
  • Show more

Associate example responsibilities.

  • Manage the sale of smoothies at different educational institutes while interacting with hundreds of students and ensuring their happiness and satisfaction.
  • Manage customer resolutions associate with flight reservations.
  • Lead the team by exemplify reliability through punctuality and personal integrity.
  • Help drive sales by providing excellent customer service in gourmet cheese, wine, beer, and coffee departments.
  • Utilize teamwork, communication, customer service, responsibility, and organizational skills.
  • Work according to ISO standards.
  • Show more

Investment banking analyst vs associate skills

Common investment banking analyst skills
  • Financial Models, 12%
  • Discounted Cash Flow, 9%
  • Healthcare, 5%
  • Capital Markets, 5%
  • Private Equity, 4%
  • PowerPoint, 4%
Common associate skills
  • Customer Service, 16%
  • Sales Floor, 13%
  • Patients, 10%
  • Cleanliness, 8%
  • Windows, 4%
  • HR, 4%

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