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Senior investment analyst vs investment consultant

The differences between senior investment analysts and investment consultants 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 consultant. Additionally, an investment consultant has an average salary of $109,300, 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 consultant are financial services, FINRA, and financial products.

Senior investment analyst vs investment consultant overview

Senior Investment AnalystInvestment Consultant
Yearly salary$108,564$109,300
Hourly rate$52.19$52.55
Growth rate9%15%
Number of jobs69,00248,111
Job satisfaction--
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 77%
Average age4045
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 consultant do?

An investment consultant is an individual who gives investment products, planning, and/or advice to investors. Investment consultants formulate investment strategies to help clients fulfill their necessities and realize their financial objectives. They create internal research documents that outline real estate investment opportunities and private equity. It is also part of their job to review strategies of asset management that recognize estate and income tax needs.

Senior investment analyst vs investment consultant salary

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

Senior Investment AnalystInvestment Consultant
Average salary$108,564$109,300
Salary rangeBetween $64,000 And $183,000Between $60,000 And $196,000
Highest paying CitySan Francisco, CANew York, NY
Highest paying statePennsylvaniaNew York
Best paying companyLivCorBailey & Glasser
Best paying industryInsuranceFinance

Differences between senior investment analyst and investment consultant education

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

Senior Investment AnalystInvestment Consultant
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 77%
Most common majorFinanceBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Senior investment analyst vs investment consultant demographics

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

Senior Investment AnalystInvestment Consultant
Average age4045
Gender ratioMale, 69.3% Female, 30.7%Male, 79.7% Female, 20.3%
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, 5.7% Unknown, 4.4% Hispanic or Latino, 9.5% Asian, 8.4% White, 71.9% American Indian and Alaska Native, 0.1%
LGBT Percentage7%5%

Differences between senior investment analyst and investment consultant 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 consultant example responsibilities.

  • Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
  • Research securities to determine value by analyzing financial statements, corporate filings and earnings reports
  • Preform timely and accurate securities operational support functions, trade processing, settlement reporting.
  • Adjust sector exposure to express personal macro views, selecting single stocks within sector base on fundamental analysis and technical indicators.
  • Advance knowledge of annuities and interest rates.
  • Team leader for license bank employees in the selling of tax-defer annuities.
  • Show more

Senior investment analyst vs investment consultant 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 consultant skills
  • Financial Services, 12%
  • FINRA, 8%
  • Financial Products, 7%
  • Client Relationships, 5%
  • Investment Products, 4%
  • Client Satisfaction, 4%

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