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Senior investment analyst vs equity analyst

The differences between senior investment analysts and equity analysts can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a senior investment analyst and an equity analyst. Additionally, a senior investment analyst has an average salary of $108,564, which is higher than the $103,715 average annual salary of an equity analyst.

The top three skills for a senior investment analyst include financial models, due diligence and powerpoint. The most important skills for an equity analyst are financial models, equities, and discounted cash flow.

Senior investment analyst vs equity analyst overview

Senior Investment AnalystEquity Analyst
Yearly salary$108,564$103,715
Hourly rate$52.19$49.86
Growth rate9%9%
Number of jobs69,00251,437
Job satisfaction--
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 74%
Average age4040
Years of experience44

What does a senior investment analyst do?

A senior investment analyst specializes in recommending the best investment practices for a company or an organization. They coordinate with different departments to gather and analyze data, conduct extensive research and analysis to find ideal investment opportunities, study the performance of stocks and markets, prepare progress reports and presentations, and conduct risk assessments. Furthermore, as a senior investment analyst, it is essential to serve as a mentor to junior analysts and function while adhering to the company's policies and regulations.

What does an equity analyst do?

An equity analyst's role is to help clients navigate through stocks and bonds using their expertise. In a company setting, their responsibilities revolve around performing extensive research and analysis on areas such as the stock market, coordinating with different departments to gather necessary data, identifying new opportunities, preparing and analyzing the company's financial records, and creating forecast models. Furthermore, as an equity analyst, it is essential to make recommendations in adherence to the company's policies and regulations, including its vision and mission.

Senior investment analyst vs equity analyst salary

Senior investment analysts and equity analysts have different pay scales, as shown below.

Senior Investment AnalystEquity Analyst
Average salary$108,564$103,715
Salary rangeBetween $64,000 And $183,000Between $68,000 And $157,000
Highest paying CitySan Francisco, CASanta Rosa, CA
Highest paying statePennsylvaniaCalifornia
Best paying companyLivCorThe Citadel
Best paying industryInsuranceFinance

Differences between senior investment analyst and equity analyst education

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

Senior Investment AnalystEquity Analyst
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 74%
Most common majorFinanceFinance
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Senior investment analyst vs equity analyst demographics

Here are the differences between senior investment analysts' and equity analysts' demographics:

Senior Investment AnalystEquity Analyst
Average age4040
Gender ratioMale, 69.3% Female, 30.7%Male, 77.0% Female, 23.0%
Race ratioBlack 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%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 Percentage7%7%

Differences between senior investment analyst and equity analyst duties and responsibilities

Senior investment analyst example responsibilities.

  • Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
  • Quoted on Bloomberg in reaction to corporate earnings announcements.
  • Utilize Bloomberg and other market resources to verify the new assets are setup correctly.
  • Assist in preparation of quarterly financials and annual GAAP or IFRS financials and audits.
  • Provide coverage of all strategies within the event driven, long/short equity, relative value and macro designations.
  • Expedite processing procedure by developing and enhancing VBA driven excel compliance tools
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Equity analyst example responsibilities.

  • Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
  • Conduct fundamental analysis of securities own or being consider for inclusion in domestic equity mutual fund.
  • Conduct analysis on prospective names in buy universe using DCF, comps, historical, and extensive fundamental scrutiny.
  • Conduct fundamental and technical analysis on diversify pool of global equities across all sectors.
  • Conduct bottoms up fundamental and technical analysis of equity securities to produce buy/sell/hold recommendations for various portfolios.
  • Perform comprehensive analysis of equities, formulate and utilize fundamental and technical analysis for various equity trading strategies and execution.
  • Show more

Senior investment analyst vs equity analyst skills

Common senior investment analyst skills
  • Financial Models, 7%
  • Due Diligence, 6%
  • PowerPoint, 5%
  • Portfolio Management, 5%
  • Real Estate, 4%
  • Risk Management, 4%
Common equity analyst skills
  • Financial Models, 7%
  • Equities, 6%
  • Discounted Cash Flow, 6%
  • Securities, 5%
  • Portfolio Companies, 4%
  • Real Estate, 4%

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