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The differences between investment officers and investment associates 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 associate takes usually requires 2-4 years. Additionally, an investment associate has an average salary of $127,205, which is higher than the $126,952 average annual salary of an investment officer.
The top three skills for an investment officer include portfolio management, asset allocation and risk management. The most important skills for an investment associate are powerpoint, customer service, and client service.
| Investment Officer | Investment Associate | |
| Yearly salary | $126,952 | $127,205 |
| Hourly rate | $61.03 | $61.16 |
| Growth rate | 17% | 9% |
| Number of jobs | 63,096 | 39,012 |
| Job satisfaction | - | - |
| Most common degree | Bachelor's Degree, 68% | Bachelor's Degree, 79% |
| Average age | 46 | 40 |
| Years of experience | 8 | 4 |
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.
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 officers and investment associates have different pay scales, as shown below.
| Investment Officer | Investment Associate | |
| Average salary | $126,952 | $127,205 |
| Salary range | Between $69,000 And $232,000 | Between $72,000 And $222,000 |
| Highest paying City | Albany, NY | San Francisco, CA |
| Highest paying state | Connecticut | California |
| Best paying company | Matthews International | Brookfield Properties |
| Best paying industry | Finance | Technology |
There are a few differences between an investment officer and an investment associate in terms of educational background:
| Investment Officer | Investment Associate | |
| Most common degree | Bachelor's Degree, 68% | Bachelor's Degree, 79% |
| Most common major | Finance | Finance |
| Most common college | University of Pennsylvania | University of Pennsylvania |
Here are the differences between investment officers' and investment associates' demographics:
| Investment Officer | Investment Associate | |
| Average age | 46 | 40 |
| Gender ratio | Male, 76.7% Female, 23.3% | Male, 60.2% Female, 39.8% |
| Race ratio | Black 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 Percentage | 11% | 7% |