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Senior investment analyst vs investment analyst

The differences between senior investment analysts and investment 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 investment analyst. Additionally, a senior investment analyst has an average salary of $108,564, which is higher than the $79,056 average annual salary of an investment analyst.

The top three skills for a senior investment analyst include financial models, due diligence and powerpoint. The most important skills for an investment analyst are portfolio management, financial statements, and strong analytical.

Senior investment analyst vs investment analyst overview

Senior Investment AnalystInvestment Analyst
Yearly salary$108,564$79,056
Hourly rate$52.19$38.01
Growth rate9%9%
Number of jobs69,00263,003
Job satisfaction-5
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 an investment analyst do?

An Investment Analyst provides research and information to help traders, fund managers and stock brokers make decisions about investments. They are hired by companies, investment trusts, stock trading and brokerage firms, and insurance providers.

Senior investment analyst vs investment analyst salary

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

Senior Investment AnalystInvestment Analyst
Average salary$108,564$79,056
Salary rangeBetween $64,000 And $183,000Between $44,000 And $140,000
Highest paying CitySan Francisco, CASan Francisco, CA
Highest paying statePennsylvaniaNew York
Best paying companyLivCorThe Citadel
Best paying industryInsuranceTelecommunication

Differences between senior investment analyst and investment analyst education

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

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

Senior investment analyst vs investment analyst demographics

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

Senior Investment AnalystInvestment Analyst
Average age4040
Gender ratioMale, 69.3% Female, 30.7%Male, 70.1% Female, 29.9%
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 investment 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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Investment analyst example responsibilities.

  • Update weekly liquidity stress report and utilize VBA and SQL to automate the process
  • Manage and update early engagement processes daily through SharePoint.
  • Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
  • Perform financial analyses including discount cash flow, leverage buyout, public market comparable trading and precedent transaction-base valuations
  • Participate in the asset management valuation committee and provide management oversight to accounting, legal, and operations personnel.
  • Used JAVA to develop trading spread calculator.
  • Show more

Senior investment analyst vs investment 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 investment analyst skills
  • Portfolio Management, 7%
  • Financial Statements, 6%
  • Strong Analytical, 6%
  • PowerPoint, 5%
  • Real Estate, 5%
  • Risk Management, 3%

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