Career Overlap Occupation record
RecordJob

Where an investment fund management assistant can go next

5 destinations recorded, ranked by how much of the target role an investment fund management assistant already meets. The closer to the top of Table 1, the less there is to learn.

Investment fund management assistants provide clients with financial planning advice on financial products and serve as the main contact point for new and old clients. They assist and perform preparatory work in the creation and administration of funds and help with the implementation of fund management decisions made by the portfolio or fund manager.

Also known as investment fund clerk, investment fund office clerk, investment fund specialist, investment fund assistant.

Professionals 38 skills on file 5 career moves 1 above 60% overlap Closest: financial trader, 61%

Fig. 2 · Career map 5 nearest · ESCO v1.2.1
financial trader 61% covered securities trader 60% covered stock trader 60% covered stock broker 59% covered mutual fund broker 57% covered investment fund managemen… You are here
  • 70% and above · short step
  • 50 to 70% · real move
  • Below 50% · substantial retraining
The 5 nearest destinations from investment fund management assistant, each one a link to that move’s record. Distance from the centre is how much retraining the move takes; the figure on each is how much of that role an investment fund management assistant already covers. All 5 are listed in the tables below.
Table 1

Table 1 · Within reach

Table 2

Table 2 · What the job itself asks for

An investment fund management assistant needs 18 required skills and areas of knowledge. These 10 are the ones fewest other jobs share, so they say the most about the work.

Required skill Area
  • assist in fund management assisting and caring
  • manage securities management skills
  • asset management business, administration and law
  • offer financial services communication, collaboration and creativity
  • prepare financial statements information skills
  • create a financial report information skills
  • analyse economic trends information skills
  • communicate with banking professionals communication, collaboration and creativity
  • financial markets business, administration and law
  • financial products business, administration and law
Table 3

Table 3 · Jobs that lead here

The reverse view: occupations whose skills already cover much of what an investment fund management assistant does. The figure is how much of this job each one brings.

Index

Look up another occupation

Investment fund management assistant is filed under Professionals, ISCO major group 2. The full index lists all ten groups.

Note

How these figures were compiled

Overlap is how much of the target role is already part of an investment fund management assistant’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.