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Investments manager vs investment associate

The differences between investments managers 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 investments manager, 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 $116,102 average annual salary of an investments manager.

The top three skills for an investments manager include private equity, due diligence and real estate. The most important skills for an investment associate are powerpoint, customer service, and client service.

Investments manager vs investment associate overview

Investments ManagerInvestment Associate
Yearly salary$116,102$127,205
Hourly rate$55.82$61.16
Growth rate17%9%
Number of jobs42,94639,012
Job satisfaction--
Most common degreeBachelor's Degree, 71%Bachelor's Degree, 79%
Average age4640
Years of experience84

What does an investments manager do?

The job of investment managers or fund managers is to help clients grow their money and achieve their financial and personal goals in life. Investment managers have a variety of responsibilities that often include handling all activities associated with managing client portfolios, monitoring performance measurement and transaction settlement, and determining the best strategy for investments. Also, you will be responsible for providing advice on investments and handling investments and investor decisions with discretion. As an investment manager, you are also expected to offer recommendations about investments.

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.

Investments manager vs investment associate salary

Investments managers and investment associates have different pay scales, as shown below.

Investments ManagerInvestment Associate
Average salary$116,102$127,205
Salary rangeBetween $68,000 And $198,000Between $72,000 And $222,000
Highest paying CityNew York, NYSan Francisco, CA
Highest paying stateAlaskaCalifornia
Best paying companyNetflixBrookfield Properties
Best paying industryFinanceTechnology

Differences between investments manager and investment associate education

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

Investments ManagerInvestment Associate
Most common degreeBachelor's Degree, 71%Bachelor's Degree, 79%
Most common majorBusinessFinance
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Investments manager vs investment associate demographics

Here are the differences between investments managers' and investment associates' demographics:

Investments ManagerInvestment Associate
Average age4640
Gender ratioMale, 65.5% Female, 34.5%Male, 60.2% Female, 39.8%
Race ratioBlack or African American, 7.5% Unknown, 4.1% Hispanic or Latino, 14.2% Asian, 10.0% White, 63.9% 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 investments manager and investment associate duties and responsibilities

Investments manager example responsibilities.

  • Prepare quarterly IR reports for the board of directors, manage annual shareholder meetings and the annual report development process.
  • Develop a highly skil treasury and financial management team to achieve establish objectives.
  • Deliver and fund loans sell to FNMA and FHLMC as well as assisted in the secondary contract pipeline management.
  • Organize investor events, such as analyst days and NASDAQ opening bell ceremonies.
  • Provide support for investor relations activities, including phone calls and maintaining relationships with NASDAQ and analysts.
  • Adhere to FHLMC and specific servicing guidelines and regulations for daily and monthly remittance reporting utilizing MIDANET software.
  • Show more

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.
  • Show more

Investments manager vs investment associate skills

Common investments manager skills
  • Private Equity, 6%
  • Due Diligence, 6%
  • Real Estate, 5%
  • Investor Relations, 5%
  • Financial Statements, 5%
  • Asset Management, 4%
Common investment associate skills
  • PowerPoint, 9%
  • Customer Service, 9%
  • Client Service, 5%
  • Due Diligence, 5%
  • Securities, 5%
  • Client Relationships, 4%

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