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Investment banking associate vs senior finance analyst

The differences between investment banking associates and senior finance analysts 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 associate and a senior finance analyst. Additionally, an investment banking associate has an average salary of $119,967, which is higher than the $83,222 average annual salary of a senior finance analyst.

The top three skills for an investment banking associate include capital markets, healthcare and discounted cash flow. The most important skills for a senior finance analyst are financial analysis, hyperion, and financial models.

Investment banking associate vs senior finance analyst overview

Investment Banking AssociateSenior Finance Analyst
Yearly salary$119,967$83,222
Hourly rate$57.68$40.01
Growth rate9%9%
Number of jobs39,516117,609
Job satisfaction--
Most common degreeBachelor's Degree, 66%Bachelor's Degree, 74%
Average age4040
Years of experience44

What does an investment banking associate do?

An investment banking associate is in charge of performing support tasks for clients, ensuring efficiency and client satisfaction. They are primarily responsible for identifying and meeting clients' needs, assisting them in reaching their financial goals. They typically determine investment opportunities for clients, putting financial histories and records into consideration. They must thoroughly discuss terms, helping clients gain a deep understanding of the subject while building positive relationships. Furthermore, an investment banking associate may perform clerical tasks such as processing documentation and payments, producing progress reports, and performing calls and correspondence.

What does a senior finance analyst do?

A Senior Financial Analyst's role is to oversee the financial aspects and manage fellow analysts in a company. Among the tasks of a Senior Financial Analyst include conducting research and analysis, providing forecast in revenue and expenditures, creating financial models that would suit the company and project more sales, and take part in the planning of finances. Moreover, being a Senior Financial Analyst means leading a team of skilled professionals in the same field of expertise.

Investment banking associate vs senior finance analyst salary

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

Investment Banking AssociateSenior Finance Analyst
Average salary$119,967$83,222
Salary rangeBetween $73,000 And $195,000Between $62,000 And $110,000
Highest paying CitySan Francisco, CASan Francisco, CA
Highest paying stateOregonCalifornia
Best paying companyBloombergGoogle
Best paying industryFinanceTechnology

Differences between investment banking associate and senior finance analyst education

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

Investment Banking AssociateSenior Finance Analyst
Most common degreeBachelor's Degree, 66%Bachelor's Degree, 74%
Most common majorFinanceAccounting
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Investment banking associate vs senior finance analyst demographics

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

Investment Banking AssociateSenior Finance Analyst
Average age4040
Gender ratioMale, 78.6% Female, 21.4%Male, 61.7% Female, 38.3%
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 associate and senior finance analyst duties and responsibilities

Investment banking associate example responsibilities.

  • Achieve the highest grades in a bank run 5 day advance equity derivatives course.
  • Manage ongoing maintenance of prospective investor pipeline using SalesForce software.
  • Create valuation models associate with above projects, specifically LBO, DCF and accretion/dilution analysis.
  • Perform extensive valuations of private and public companies through comparable company and DCF analyses.
  • Attend global healthcare conference in Miami and meet with prospective clients/investors
  • Create business analysis regarding the firm's origination and execution capabilities.
  • Show more

Senior finance analyst example responsibilities.

  • Used SharePoint repository to manage all project documents.
  • Manage deployment of SQL databases across multiple platforms within a secure environment focusing on security and data integrity.
  • Leverage and improve key performance indicators to drive portfolio management to core business team leads and executive sponsors.
  • Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
  • Validate data in Hyperion EssBase for implementation.
  • Perform month end accounting close activities including preparation of accruals and monthly financial analysis reports for business unit management.
  • Show more

Investment banking associate vs senior finance analyst skills

Common investment banking associate skills
  • Capital Markets, 7%
  • Healthcare, 6%
  • Discounted Cash Flow, 6%
  • Private Equity, 4%
  • Capital Raising, 4%
  • Securities, 4%
Common senior finance analyst skills
  • Financial Analysis, 12%
  • Hyperion, 5%
  • Financial Models, 5%
  • Strong Analytical, 4%
  • Variance Analysis, 4%
  • Ad-Hoc Analysis, 4%

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