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Senior investment analyst vs finance analyst

The differences between senior investment analysts and finance 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 a finance analyst. Additionally, a senior investment analyst has an average salary of $108,564, which is higher than the $69,887 average annual salary of a finance analyst.

The top three skills for a senior investment analyst include financial models, due diligence and powerpoint. The most important skills for a finance analyst are financial analysis, financial models, and financial data.

Senior investment analyst vs finance analyst overview

Senior Investment AnalystFinance Analyst
Yearly salary$108,564$69,887
Hourly rate$52.19$33.60
Growth rate9%9%
Number of jobs69,002138,600
Job satisfaction--
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 76%
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 a finance analyst do?

A finance analyst is responsible for evaluating a company's financial data and historical reports to assess investment opportunities and provide accurate financial statements in support of business strategies and company performance prediction. A financial analyst's duties also include suggesting recommendations to boost operations efficiency and grow revenues, researching the current market performance and economic trends to adjust budget goals as needed, and managing client portfolios. Finance analysts must have excellent critical and analytical thinking skills to identify the best actions for the company's profitability.

Senior investment analyst vs finance analyst salary

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

Senior Investment AnalystFinance Analyst
Average salary$108,564$69,887
Salary rangeBetween $64,000 And $183,000Between $46,000 And $104,000
Highest paying CitySan Francisco, CASan Francisco, CA
Highest paying statePennsylvaniaConnecticut
Best paying companyLivCorThe Citadel
Best paying industryInsuranceFinance

Differences between senior investment analyst and finance analyst education

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

Senior Investment AnalystFinance Analyst
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 76%
Most common majorFinanceBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Senior investment analyst vs finance analyst demographics

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

Senior Investment AnalystFinance Analyst
Average age4040
Gender ratioMale, 69.3% Female, 30.7%Male, 56.2% Female, 43.8%
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 finance 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
  • Show more

Finance analyst example responsibilities.

  • Manage company asset accounts, wire funds to clients and record and structure amounts into QuickBooks.
  • Manage the UAT team involve in the testing of an enterprise accounting and project management software.
  • Manage customer portfolio to department KPI's, target balance, aging metrics, cash recovery and write-off tolerance.
  • Manage contract database and SalesForce for historical research and financial reporting purposes.
  • Manage and maintain information in worldwide-military database which include exemptions, transfers, retirements, and payroll records.
  • Accomplish project accounting functions including project costing, time reporting, project accruals and proper capitalization of development costs.
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Senior investment analyst vs finance 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 finance analyst skills
  • Financial Analysis, 9%
  • Financial Models, 5%
  • Financial Data, 5%
  • Strong Analytical, 4%
  • Variance Analysis, 4%
  • Hyperion, 3%

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