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Trade analyst vs equity analyst

The differences between trade analysts and equity 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 trade analyst and an equity analyst. Additionally, an equity analyst has an average salary of $103,715, which is higher than the $78,714 average annual salary of a trade analyst.

The top three skills for a trade analyst include portfolio, securities and process improvement. The most important skills for an equity analyst are financial models, equities, and discounted cash flow.

Trade analyst vs equity analyst overview

Trade AnalystEquity Analyst
Yearly salary$78,714$103,715
Hourly rate$37.84$49.86
Growth rate9%9%
Number of jobs69,96351,437
Job satisfaction--
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 74%
Average age4040
Years of experience44

What does a trade analyst do?

A trade analyst specializes in studying the stock market and its related fields. Utilizing their expertise in the market, they are responsible for determining the stocks to be bought or sold based on factors such as financial data and market status. It is also their responsibility to analyze and assess consumer and sales data within the company, coordinate with other analysts and trade managers, develop business plans and forecasts, and keep abreast of the government regulations.

What does an equity analyst do?

An equity analyst's role is to help clients navigate through stocks and bonds using their expertise. In a company setting, their responsibilities revolve around performing extensive research and analysis on areas such as the stock market, coordinating with different departments to gather necessary data, identifying new opportunities, preparing and analyzing the company's financial records, and creating forecast models. Furthermore, as an equity analyst, it is essential to make recommendations in adherence to the company's policies and regulations, including its vision and mission.

Trade analyst vs equity analyst salary

Trade analysts and equity analysts have different pay scales, as shown below.

Trade AnalystEquity Analyst
Average salary$78,714$103,715
Salary rangeBetween $50,000 And $121,000Between $68,000 And $157,000
Highest paying CityBoston, MASanta Rosa, CA
Highest paying stateMassachusettsCalifornia
Best paying companyCrowell & MoringThe Citadel
Best paying industryFinanceFinance

Differences between trade analyst and equity analyst education

There are a few differences between a trade analyst and an equity analyst in terms of educational background:

Trade AnalystEquity Analyst
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 74%
Most common majorBusinessFinance
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Trade analyst vs equity analyst demographics

Here are the differences between trade analysts' and equity analysts' demographics:

Trade AnalystEquity Analyst
Average age4040
Gender ratioMale, 61.7% Female, 38.3%Male, 77.0% Female, 23.0%
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 trade analyst and equity analyst duties and responsibilities

Trade analyst example responsibilities.

  • Design spreadsheets, pivot tables and macros to automate the workflow.
  • Manage day to day operations including swap pricing, P/L responsibilities, trade booking and reconciliation.
  • Provide market recommendations & manage dealer inventories base on industry data, dealer sales history, & ROI.
  • Lead in the global tactical asset allocation analysis for the $100,000 fund, focusing on multi-asset classes.
  • Manage project team meetings using SharePoint calendars.
  • Conduct analysis of transactions in municipal and corporate fix income securities.
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Equity analyst example responsibilities.

  • Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
  • Conduct fundamental analysis of securities own or being consider for inclusion in domestic equity mutual fund.
  • Conduct analysis on prospective names in buy universe using DCF, comps, historical, and extensive fundamental scrutiny.
  • Conduct fundamental and technical analysis on diversify pool of global equities across all sectors.
  • Conduct bottoms up fundamental and technical analysis of equity securities to produce buy/sell/hold recommendations for various portfolios.
  • Perform comprehensive analysis of equities, formulate and utilize fundamental and technical analysis for various equity trading strategies and execution.
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Trade analyst vs equity analyst skills

Common trade analyst skills
  • Portfolio, 7%
  • Securities, 6%
  • Process Improvement, 5%
  • Risk Management, 5%
  • Derivative, 4%
  • SQL, 4%
Common equity analyst skills
  • Financial Models, 7%
  • Equities, 6%
  • Discounted Cash Flow, 6%
  • Securities, 5%
  • Portfolio Companies, 4%
  • Real Estate, 4%

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