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Senior investment analyst vs senior finance analyst

The differences between senior investment analysts and senior 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 senior finance analyst. Additionally, a senior investment analyst has an average salary of $108,564, which is higher than the $83,222 average annual salary of a senior finance analyst.

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

Senior investment analyst vs senior finance analyst overview

Senior Investment AnalystSenior Finance Analyst
Yearly salary$108,564$83,222
Hourly rate$52.19$40.01
Growth rate9%9%
Number of jobs69,002117,609
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 a senior finance analyst do?

A Senior Financial Analyst's role is to oversee the financial aspects and manage fellow analysts in a company. Among the tasks of a Senior Financial Analyst include conducting research and analysis, providing forecast in revenue and expenditures, creating financial models that would suit the company and project more sales, and take part in the planning of finances. Moreover, being a Senior Financial Analyst means leading a team of skilled professionals in the same field of expertise.

Senior investment analyst vs senior finance analyst salary

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

Senior Investment AnalystSenior Finance Analyst
Average salary$108,564$83,222
Salary rangeBetween $64,000 And $183,000Between $62,000 And $110,000
Highest paying CitySan Francisco, CASan Francisco, CA
Highest paying statePennsylvaniaCalifornia
Best paying companyLivCorGoogle
Best paying industryInsuranceTechnology

Differences between senior investment analyst and senior finance analyst education

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

Senior Investment AnalystSenior Finance Analyst
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 74%
Most common majorFinanceAccounting
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Senior investment analyst vs senior finance analyst demographics

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

Senior Investment AnalystSenior Finance Analyst
Average age4040
Gender ratioMale, 69.3% Female, 30.7%Male, 61.7% Female, 38.3%
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, 5.6% 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 senior 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

Senior finance analyst example responsibilities.

  • Used SharePoint repository to manage all project documents.
  • Manage deployment of SQL databases across multiple platforms within a secure environment focusing on security and data integrity.
  • Leverage and improve key performance indicators to drive portfolio management to core business team leads and executive sponsors.
  • Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
  • Validate data in Hyperion EssBase for implementation.
  • Perform month end accounting close activities including preparation of accruals and monthly financial analysis reports for business unit management.
  • Show more

Senior investment analyst vs senior 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 senior finance analyst skills
  • Financial Analysis, 12%
  • Hyperion, 5%
  • Financial Models, 5%
  • Strong Analytical, 4%
  • Variance Analysis, 4%
  • Ad-Hoc Analysis, 4%

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