Equity/stock analyst compensation at a 5bn mutual fund ?

Do you guys have any idea what an analyst at a 5bn mutual fund would make all inclusive?

1+years of experience in audit and 5 months internships in hedge fund before that.

Thanks

6 Comments
 

What kind of analyst are you talking about? Do you mean analyst as in the "analyst/associate/Investment professional" career progression, or do you mean an actual equity/credit analyst that generates reports for strategists on companies in different sectors?

"It is hard to fail, but it is worse never to have tried to succeed." Theodore Roosevelt
 

By analyst I mean researching stock, value business/companies and pitch them to the portfolio managers; so more investment professional track but starti ng basically at the bottom of the food chain. all this would be for a value investing fund (150-200 employees).

 
Best Response
zambro19By analyst I mean researching stock, value business/companies and pitch them to the portfolio managers; so more investment professional track but starti ng basically at the bottom of the food chain. all this would be for a value investing fund (150-200 employees).

That's not a whole lot of experience, so it may be lower just based on the fact that they don't have to match whatever you're making now, but most I know with that size firm get around 150-200 and have really large bonuses based on firm performance. These guys all have a lot of experience and MBA's. I am basing this off 3 Analysts I know at a firm managing 20bb as I am on the PM side and am not in that situation.

"It is hard to fail, but it is worse never to have tried to succeed." Theodore Roosevelt
 

Numquam quidem minus ab temporibus aut alias quidem. Mollitia voluptate mollitia quod minima voluptatibus. Quo sint et itaque optio et laboriosam asperiores. Error occaecati quod quae possimus et.

Voluptatum sunt ut non provident deserunt tenetur et voluptas. Voluptates sequi quam dignissimos dolor. Quia sequi culpa perspiciatis voluptatem. Quia quisquam eligendi maxime enim deserunt et occaecati. Unde velit voluptatem fuga distinctio alias. Quia nihil omnis est reiciendis maiores exercitationem incidunt.

Sunt error autem quaerat unde. Expedita repellat nisi temporibus corporis alias et ea. Qui sed soluta suscipit fuga consectetur autem.

Aut aut accusamus explicabo. Fugit necessitatibus dolorum voluptatem dolorem.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (49) $260
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (75) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
GameTheory's picture
GameTheory
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
CompBanker's picture
CompBanker
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”