Where an asset manager can go next
5 destinations recorded, ranked by how much of the target role an asset manager already meets. The closer to the top of Table 1, the less there is to learn.
Asset managers invest the money of a client into financial assets, through vehicles such as investment funds or management of individual clients’ portfolios. This includes the management of the financial assets, within a given investment policy and risk framework, the provision of information, and the assessment and monitoring of risks.
Also known as independent financial adviser, asset portfolio manager, asset management adviser, wealth management advisor, assets manager, wealth management adviser, asset management advisor, financial advisor, independent financial advisor, financial asset manager, wealth manager.
Technicians and associate professionals 40 skills on file 5 career moves 1 above 60% overlap Closest: investment fund manager, 60%
- 70% and above · short step
- 50 to 70% · real move
- Below 50% · substantial retraining
Table 2 · What the job itself asks for
An asset manager needs 22 required skills and areas of knowledge. These 10 are the ones fewest other jobs share, so they say the most about the work.
- perform asset recognition management skills
- asset management business, administration and law
- develop investment portfolio management skills
- enforce financial policies management skills
- examine credit ratings information skills
- modern portfolio theory business, administration and law
- advise on risk management information skills
- financial analysis business, administration and law
- review investment portfolios communication, collaboration and creativity
- financial markets business, administration and law
Table 3 · Jobs that lead here
The reverse view: occupations whose skills already cover much of what an asset manager does. The figure is how much of this job each one brings.
- investment fund manager 80% covered · difficulty 25
- investment manager 66% covered · difficulty 38.8
- investor relations manager 66% covered · difficulty 38.3
- credit manager 59% covered · difficulty 45.3
- relationship banking manager 59% covered · difficulty 45.3
- insurance product manager 58% covered · difficulty 46.7
- credit union manager 57% covered · difficulty 47.7
- financial risk manager 50% covered · difficulty 54.3
- mergers and acquisitions analyst 44% covered · difficulty 58.9
Look up another occupation
Asset manager is filed under Technicians and associate professionals, ISCO major group 3. The full index lists all ten groups.
How these figures were compiled
Overlap is how much of the target role is already part of an asset manager’s work. It is directional: the figure for the reverse move differs. Every entry above opens the full comparison for that move: what carries over, what is missing, and where to start. The full method.