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Investment executive vs investment associate

The differences between investment executives and investment associates 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 an investment associate takes usually requires 2-4 years. Additionally, an investment executive has an average salary of $130,432, which is higher than the $127,205 average annual salary of an investment associate.

The top three skills for an investment executive include develop strong relationships, comprehensive knowledge and financial products. The most important skills for an investment associate are powerpoint, customer service, and client service.

Investment executive vs investment associate overview

Investment ExecutiveInvestment Associate
Yearly salary$130,432$127,205
Hourly rate$62.71$61.16
Growth rate6%9%
Number of jobs77,83739,012
Job satisfaction--
Most common degreeBachelor's Degree, 82%Bachelor's Degree, 79%
Average age5240
Years of experience-4

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 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 executive vs investment associate salary

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

Investment ExecutiveInvestment Associate
Average salary$130,432$127,205
Salary rangeBetween $74,000 And $228,000Between $72,000 And $222,000
Highest paying CityNew York, NYSan Francisco, CA
Highest paying stateHawaiiCalifornia
Best paying companyAllianz of America, Inc.Brookfield Properties
Best paying industryReal EstateTechnology

Differences between investment executive and investment associate education

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

Investment ExecutiveInvestment Associate
Most common degreeBachelor's Degree, 82%Bachelor's Degree, 79%
Most common majorBusinessFinance
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Investment executive vs investment associate demographics

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

Investment ExecutiveInvestment Associate
Average age5240
Gender ratioMale, 79.9% Female, 20.1%Male, 60.2% Female, 39.8%
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, 5.6% Unknown, 4.5% Hispanic or Latino, 7.7% Asian, 14.1% White, 68.0% American Indian and Alaska Native, 0.1%
LGBT Percentage12%7%

Differences between investment executive and investment associate 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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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.
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Investment executive vs investment associate skills

Common investment executive skills
  • Develop Strong Relationships, 24%
  • Comprehensive Knowledge, 13%
  • Financial Products, 10%
  • Business Development, 9%
  • Securities, 8%
  • Estate Planning, 8%
Common investment associate skills
  • PowerPoint, 9%
  • Customer Service, 9%
  • Client Service, 5%
  • Due Diligence, 5%
  • Securities, 5%
  • Client Relationships, 4%

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