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Trade analyst vs investment analyst

The differences between trade 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 trade analyst and an investment analyst. Additionally, an investment analyst has an average salary of $79,056, 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 investment analyst are portfolio management, financial statements, and strong analytical.

Trade analyst vs investment analyst overview

Trade AnalystInvestment Analyst
Yearly salary$78,714$79,056
Hourly rate$37.84$38.01
Growth rate9%9%
Number of jobs69,96363,003
Job satisfaction-5
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 76%
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 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.

Trade analyst vs investment analyst salary

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

Trade AnalystInvestment Analyst
Average salary$78,714$79,056
Salary rangeBetween $50,000 And $121,000Between $44,000 And $140,000
Highest paying CityBoston, MASan Francisco, CA
Highest paying stateMassachusettsNew York
Best paying companyCrowell & MoringThe Citadel
Best paying industryFinanceTelecommunication

Differences between trade analyst and investment analyst education

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

Trade AnalystInvestment Analyst
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 76%
Most common majorBusinessFinance
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Trade analyst vs investment analyst demographics

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

Trade AnalystInvestment Analyst
Average age4040
Gender ratioMale, 61.7% Female, 38.3%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 trade analyst and investment 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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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.
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Trade analyst vs investment analyst skills

Common trade analyst skills
  • Portfolio, 7%
  • Securities, 6%
  • Process Improvement, 5%
  • Risk Management, 5%
  • Derivative, 4%
  • SQL, 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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