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Investment officer vs investment analyst

The differences between investment officers and investment analysts can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 6-8 years to become an investment officer, becoming an investment analyst takes usually requires 2-4 years. Additionally, an investment officer has an average salary of $126,952, which is higher than the $79,056 average annual salary of an investment analyst.

The top three skills for an investment officer include portfolio management, asset allocation and risk management. The most important skills for an investment analyst are portfolio management, financial statements, and strong analytical.

Investment officer vs investment analyst overview

Investment OfficerInvestment Analyst
Yearly salary$126,952$79,056
Hourly rate$61.03$38.01
Growth rate17%9%
Number of jobs63,09663,003
Job satisfaction-5
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 76%
Average age4640
Years of experience84

What does an investment officer do?

Investment officers determine possible opportunities for businesses and investments that can promote the interest of a company. They are usually responsible for managing and marketing different financial programs, handling money transactions, and providing partnership with clients. Also, they manage the financial investment and approval process. This position typically requires a master's degree in business administration.

What does an investment analyst do?

An Investment Analyst provides research and information to help traders, fund managers and stock brokers make decisions about investments. They are hired by companies, investment trusts, stock trading and brokerage firms, and insurance providers.

Investment officer vs investment analyst salary

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

Investment OfficerInvestment Analyst
Average salary$126,952$79,056
Salary rangeBetween $69,000 And $232,000Between $44,000 And $140,000
Highest paying CityAlbany, NYSan Francisco, CA
Highest paying stateConnecticutNew York
Best paying companyMatthews InternationalThe Citadel
Best paying industryFinanceTelecommunication

Differences between investment officer and investment analyst education

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

Investment OfficerInvestment Analyst
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 76%
Most common majorFinanceFinance
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Investment officer vs investment analyst demographics

Here are the differences between investment officers' and investment analysts' demographics:

Investment OfficerInvestment Analyst
Average age4640
Gender ratioMale, 76.7% Female, 23.3%Male, 70.1% Female, 29.9%
Race ratioBlack or African American, 7.5% Unknown, 4.1% Hispanic or Latino, 14.4% Asian, 10.1% White, 63.4% American Indian and Alaska Native, 0.3%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 Percentage11%7%

Differences between investment officer and investment analyst duties and responsibilities

Investment officer example responsibilities.

  • Generate reporting data from Salesforce platform to facilitate growth and manage firm operations.
  • Provide investment consulting regarding various securities and investment programs for clients and insurance advisory services.
  • Develop algorithmic trading systems with returns exceeding most popular benchmarks by applying quantitative methods to price action in various securities markets.
  • Adjust sector exposure to express personal macro views, selecting single stocks within sector base on fundamental analysis and technical indicators.
  • Analyze prospect portfolios using software such as Bloomberg and Morningstar and discuss compositional shortfalls.

Investment analyst example responsibilities.

  • Update weekly liquidity stress report and utilize VBA and SQL to automate the process
  • Manage and update early engagement processes daily through SharePoint.
  • Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
  • Perform financial analyses including discount cash flow, leverage buyout, public market comparable trading and precedent transaction-base valuations
  • Participate in the asset management valuation committee and provide management oversight to accounting, legal, and operations personnel.
  • Used JAVA to develop trading spread calculator.
  • Show more

Investment officer vs investment analyst skills

Common investment officer skills
  • Portfolio Management, 7%
  • Asset Allocation, 5%
  • Risk Management, 5%
  • Due Diligence, 5%
  • Financial Analysis, 5%
  • Oversight, 4%
Common investment analyst skills
  • Portfolio Management, 7%
  • Financial Statements, 6%
  • Strong Analytical, 6%
  • PowerPoint, 5%
  • Real Estate, 5%
  • Risk Management, 3%

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