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Research analyst vs portfolio manager

The differences between research analysts and portfolio managers can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 4-6 years to become a research analyst, becoming a portfolio manager takes usually requires 6-8 years. Additionally, a portfolio manager has an average salary of $114,671, which is higher than the $70,232 average annual salary of a research analyst.

The top three skills for a research analyst include data analysis, data collection and research projects. The most important skills for a portfolio manager are portfolio management, customer service, and risk management.

Research analyst vs portfolio manager overview

Research AnalystPortfolio Manager
Yearly salary$70,232$114,671
Hourly rate$33.77$55.13
Growth rate19%17%
Number of jobs81,37443,192
Job satisfaction4.5-
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 71%
Average age3746
Years of experience68

What does a research analyst do?

A research analyst is responsible for providing a company with insights and advice concerning finance, investments, and expenditures. Utilizing their analytical skills and extensive expertise in marketing, they analyze the trends and significant factors to conclude which decision should be the best to make. They can also take part in conducting an in-depth analysis of a business and examine which areas require improvement or has potential. Furthermore, they may work with a company or independently as a freelance analyst.

What does a portfolio manager do?

A portfolio manager is responsible for managing the clients' investment portfolios to advise them of the best investment plans to achieve their financial goals and objectives. Portfolio managers determine the most suitable options by evaluating the clients' credit score and risk potential and the client's financial background. A portfolio manager should be highly knowledgeable and updated with the recent financial industry changes to decide on investment plans with maximum returns.

Research analyst vs portfolio manager salary

Research analysts and portfolio managers have different pay scales, as shown below.

Research AnalystPortfolio Manager
Average salary$70,232$114,671
Salary rangeBetween $45,000 And $107,000Between $66,000 And $198,000
Highest paying CitySeattle, WAStamford, CT
Highest paying stateWashingtonConnecticut
Best paying companyThe CitadelThe Citadel
Best paying industryFinanceFinance

Differences between research analyst and portfolio manager education

There are a few differences between a research analyst and a portfolio manager in terms of educational background:

Research AnalystPortfolio Manager
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 71%
Most common majorBusinessBusiness
Most common collegeUniversity of GeorgiaUniversity of Pennsylvania

Research analyst vs portfolio manager demographics

Here are the differences between research analysts' and portfolio managers' demographics:

Research AnalystPortfolio Manager
Average age3746
Gender ratioMale, 50.8% Female, 49.2%Male, 66.6% Female, 33.4%
Race ratioBlack or African American, 4.7% Unknown, 4.9% Hispanic or Latino, 11.3% Asian, 14.3% White, 64.7% American Indian and Alaska Native, 0.1%Black or African American, 7.5% Unknown, 4.1% Hispanic or Latino, 14.4% Asian, 10.1% White, 63.6% American Indian and Alaska Native, 0.3%
LGBT Percentage10%11%

Differences between research analyst and portfolio manager duties and responsibilities

Research analyst example responsibilities.

  • Develop VBA to automate the analysis of website data, which save staff labor time.
  • Manage medication studies, and ensury clinical trial centers conduct studies in accordance with GCP standards.
  • Manage project team meetings using SharePoint calendars.
  • Work with engineering teams to troubleshoot issues.
  • Design and code windows in PowerBuilder for EMPRV application.
  • Assist with ongoing implementation of POS and PC systems for upgrades and new locations.
  • Show more

Portfolio manager example responsibilities.

  • Manage ongoing existing client needs and assist in credit structuring at loan origination.
  • Manage over $900M in U.S. Equities and fixed-income; are simultaneously responsible for monitoring over $1.4b in global assets
  • Manage governance, engage stakeholders and communicate budget impact to senior management.
  • Conduct post-promotion analysis and manage financial reporting to ensure favorable ROI for clients.
  • Create PowerPoint presentation books for clients.
  • Facilitate internal, external, GAAP audits.
  • Show more

Research analyst vs portfolio manager skills

Common research analyst skills
  • Data Analysis, 6%
  • Data Collection, 6%
  • Research Projects, 5%
  • PowerPoint, 5%
  • Market Research, 4%
  • Python, 4%
Common portfolio manager skills
  • Portfolio Management, 10%
  • Customer Service, 9%
  • Risk Management, 5%
  • Project Management, 5%
  • Financial Statements, 5%
  • Real Estate, 5%

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