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Senior investment analyst vs investment associate

The differences between senior investment analysts and investment associates 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 associate. Additionally, an investment associate has an average salary of $127,205, which is higher than the $108,564 average annual salary of a senior 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 associate are powerpoint, customer service, and client service.

Senior investment analyst vs investment associate overview

Senior Investment AnalystInvestment Associate
Yearly salary$108,564$127,205
Hourly rate$52.19$61.16
Growth rate9%9%
Number of jobs69,00239,012
Job satisfaction--
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 79%
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 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.

Senior investment analyst vs investment associate salary

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

Senior Investment AnalystInvestment Associate
Average salary$108,564$127,205
Salary rangeBetween $64,000 And $183,000Between $72,000 And $222,000
Highest paying CitySan Francisco, CASan Francisco, CA
Highest paying statePennsylvaniaCalifornia
Best paying companyLivCorBrookfield Properties
Best paying industryInsuranceTechnology

Differences between senior investment analyst and investment associate education

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

Senior Investment AnalystInvestment Associate
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 79%
Most common majorFinanceFinance
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Senior investment analyst vs investment associate demographics

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

Senior Investment AnalystInvestment Associate
Average age4040
Gender ratioMale, 69.3% Female, 30.7%Male, 60.2% Female, 39.8%
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 investment associate 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

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

Senior investment analyst vs investment associate 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 associate skills
  • PowerPoint, 9%
  • Customer Service, 9%
  • Client Service, 5%
  • Due Diligence, 5%
  • Securities, 5%
  • Client Relationships, 4%

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