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Investment executive vs finance executive

The differences between investment executives and finance executives can be seen in a few details. Each job has different responsibilities and duties. While it typically takes More than 10 years to become an investment executive, becoming a finance executive takes usually requires 6-8 years. Additionally, an investment executive has an average salary of $130,432, which is higher than the $110,830 average annual salary of a finance executive.

The top three skills for an investment executive include develop strong relationships, comprehensive knowledge and financial products. The most important skills for a finance executive are financial statements, financial services, and portfolio.

Investment executive vs finance executive overview

Investment ExecutiveFinance Executive
Yearly salary$130,432$110,830
Hourly rate$62.71$53.28
Growth rate6%17%
Number of jobs77,837137,400
Job satisfaction--
Most common degreeBachelor's Degree, 82%Bachelor's Degree, 67%
Average age5246
Years of experience-8

What does an investment executive do?

An investment executive is typically responsible for communicating with clients encourage them to invest in opportunities to make their business or company more profitable. An investment executive needs to be an influential adviser and supervisor. They have an objective for both the clients and the company, and they establish a long-term relationship by giving them investment options.

What does a finance executive do?

Finance executives oversee an organization's money and profit. They are responsible for overseeing the income and expenses of the business' money transactions. These executives evaluate financial reports such as cash-flow statements, tax planning, and budgeting. Sometimes, finance executives manage a staff of finance clerks, hire new staff, and develop schedules. They work full-time in an office, but they also often work beyond regular business hours. As for qualifications, finance executives must have at least a bachelor's degree and a considerable length of work experience in the business field.

Investment executive vs finance executive salary

Investment executives and finance executives have different pay scales, as shown below.

Investment ExecutiveFinance Executive
Average salary$130,432$110,830
Salary rangeBetween $74,000 And $228,000Between $68,000 And $178,000
Highest paying CityNew York, NYWest Babylon, NY
Highest paying stateHawaiiNew York
Best paying companyAllianz of America, Inc.Apple
Best paying industryReal EstateGovernment

Differences between investment executive and finance executive education

There are a few differences between an investment executive and a finance executive in terms of educational background:

Investment ExecutiveFinance Executive
Most common degreeBachelor's Degree, 82%Bachelor's Degree, 67%
Most common majorBusinessAccounting
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Investment executive vs finance executive demographics

Here are the differences between investment executives' and finance executives' demographics:

Investment ExecutiveFinance Executive
Average age5246
Gender ratioMale, 79.9% Female, 20.1%Male, 63.3% Female, 36.7%
Race ratioBlack or African American, 3.7% Unknown, 3.9% Hispanic or Latino, 7.7% Asian, 7.6% White, 76.5% American Indian and Alaska Native, 0.6%Black or African American, 7.4% Unknown, 4.1% Hispanic or Latino, 14.2% Asian, 10.0% White, 64.0% American Indian and Alaska Native, 0.3%
LGBT Percentage12%11%

Differences between investment executive and finance executive duties and responsibilities

Investment executive example responsibilities.

  • Manage nearly USD 20MM in Peruvian equities for select high net worth individuals.
  • Create and manage investment securities portfolios optimize to address each client's specific needs using establish asset allocation principles.
  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Profile and sell appropriate equities, bonds and annuities to clients.
  • Market and create wealth preservation portfolios to meet specific high-net-worth client needs, using annuities and insurance.
  • Provide clients of a major financial institution with investment advice and securities transactions.
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Finance executive example responsibilities.

  • Manage financial statements and work independently to produce accurate records for petty cash, bank reconciliations, and data inventory.
  • Experience in ERP implementation when A/R module are migrated from old system to new PS system.
  • Improve financial results $50 million (GAAP) in 2000 over 1999 and generate the first profit in four years.
  • Assist with compliance with SOX requirements by improving internal protocols and documentation procedures.
  • Reorganize accounting department according to SOX guidelines along with recommendations for improving processes.
  • Develop decision matrix and flowcharts for a revise financial and manufacturing system within current ERP software.
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Investment executive vs finance executive skills

Common investment executive skills
  • Develop Strong Relationships, 24%
  • Comprehensive Knowledge, 13%
  • Financial Products, 10%
  • Business Development, 9%
  • Securities, 8%
  • Estate Planning, 8%
Common finance executive skills
  • Financial Statements, 18%
  • Financial Services, 12%
  • Portfolio, 12%
  • Financial Products, 3%
  • Real Estate, 3%
  • Insurance Products, 3%

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