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Trade analyst vs investment associate

The differences between trade 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 trade analyst and an investment associate. Additionally, an investment associate has an average salary of $127,205, 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 associate are powerpoint, customer service, and client service.

Trade analyst vs investment associate overview

Trade AnalystInvestment Associate
Yearly salary$78,714$127,205
Hourly rate$37.84$61.16
Growth rate9%9%
Number of jobs69,96339,012
Job satisfaction--
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 79%
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 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.

Trade analyst vs investment associate salary

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

Trade AnalystInvestment Associate
Average salary$78,714$127,205
Salary rangeBetween $50,000 And $121,000Between $72,000 And $222,000
Highest paying CityBoston, MASan Francisco, CA
Highest paying stateMassachusettsCalifornia
Best paying companyCrowell & MoringBrookfield Properties
Best paying industryFinanceTechnology

Differences between trade analyst and investment associate education

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

Trade AnalystInvestment Associate
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 79%
Most common majorBusinessFinance
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Trade analyst vs investment associate demographics

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

Trade AnalystInvestment Associate
Average age4040
Gender ratioMale, 61.7% Female, 38.3%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 trade analyst and investment associate 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.
  • 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

Trade analyst vs investment associate skills

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