Post job

Investment banking analyst vs investment associate

The differences between investment banking analysts and investment associates 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 banking analyst and an investment associate. Additionally, an investment associate has an average salary of $127,205, 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 investment associate are powerpoint, customer service, and client service.

Investment banking analyst vs investment associate overview

Investment Banking AnalystInvestment Associate
Yearly salary$60,598$127,205
Hourly rate$29.13$61.16
Growth rate9%9%
Number of jobs52,79139,012
Job satisfaction--
Most common degreeBachelor's Degree, 83%Bachelor's Degree, 79%
Average age4040
Years of experience44

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 investment associate do?

An investment associate's primary role is to review a company's financial data, recommend investment strategies, oversee the distribution of stocks, and calculate possible risks for business mergers. They also serve as a mediator during agreements between companies during takeovers, monitors stock inventory, sell stocks, and details all financial transactions. In the course of these responsibilities, an investment associate provides administrative support and timely response to client requests as needed, acting as an additional point of communication for clients.

Investment banking analyst vs investment associate salary

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

Investment Banking AnalystInvestment Associate
Average salary$60,598$127,205
Salary rangeBetween $35,000 And $104,000Between $72,000 And $222,000
Highest paying CitySan Francisco, CASan Francisco, CA
Highest paying stateCaliforniaCalifornia
Best paying companyThe CitadelBrookfield Properties
Best paying industryFinanceTechnology

Differences between investment banking analyst and investment associate education

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

Investment Banking AnalystInvestment Associate
Most common degreeBachelor's Degree, 83%Bachelor's Degree, 79%
Most common majorFinanceFinance
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Investment banking analyst vs investment associate demographics

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

Investment Banking AnalystInvestment Associate
Average age4040
Gender ratioMale, 75.3% Female, 24.7%Male, 60.2% Female, 39.8%
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, 5.6% Unknown, 4.5% Hispanic or Latino, 7.7% Asian, 14.1% White, 68.0% American Indian and Alaska Native, 0.1%
LGBT Percentage7%7%

Differences between investment banking analyst and investment 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

Investment associate example responsibilities.

  • Deal analysis lead to bids on healthcare software and a commercial real estate firm.
  • Generate reporting data from Salesforce platform to facilitate growth and manage firm operations.
  • Contribute to various components of operations of a venture capital firm with a focus on technology and healthcare sectors.
  • Perform analysis on asset allocation, security concentration, trade execution, and conflict securities.
  • Calculate the company's EBITDA base on the financial figures provide.
  • Engage in successful defense takeover tracking client s shares, DCF model and report directly to CEO.
  • Show more

Investment banking analyst vs investment 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 investment associate skills
  • PowerPoint, 9%
  • Customer Service, 9%
  • Client Service, 5%
  • Due Diligence, 5%
  • Securities, 5%
  • Client Relationships, 4%

Browse business and financial jobs