Where an investment manager can go next
5 destinations recorded, ranked by how much of the target role an investment manager already meets. The closer to the top of Table 1, the less there is to learn.
Investment managers administer the portfolio of investments that a company has. They perform close follow up of the investments looking for the most profitable solutions represented in financial products or securities. They analyse behaviour in financial markets, interests rates, and the companies' position in order to advise on risks and profitability for the client.
Also known as investments manager, investment executive, investment consultant, portfolio analyst, investments portfolio manager, global investment manager, investment portfolio manager.
Professionals 51 skills on file 5 career moves 3 above 60% overlap Closest: investment fund manager, 71%
- 70% and above · short step
- 50 to 70% · real move
- Below 50% · substantial retraining
Table 2 · What the job itself asks for
An investment manager needs 29 required skills and areas of knowledge. These 10 are the ones fewest other jobs share, so they say the most about the work.
- public offering business, administration and law
- manage securities management skills
- asset management business, administration and law
- trade securities communication, collaboration and creativity
- monitor stock market information skills
- liaise with financiers communication, collaboration and creativity
- develop investment portfolio management skills
- enforce financial policies management skills
- investment analysis business, administration and law
- stock market business, administration and law
Table 3 · Jobs that lead here
The reverse view: occupations whose skills already cover much of what an investment manager does. The figure is how much of this job each one brings.
- investment fund manager 78% covered · difficulty 28.7
- financial manager 67% covered · difficulty 41.6
- investor relations manager 62% covered · difficulty 45.8
- asset manager 55% covered · difficulty 53
- credit union manager 50% covered · difficulty 56.8
- corporate treasurer 43% covered · difficulty 63.2
- credit analyst 38% covered · difficulty 67.7
- financial analyst 37% covered · difficulty 68.6
- business valuer 31% covered · difficulty 72.8
Look up another occupation
Investment manager is filed under Professionals, ISCO major group 2. 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 investment 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.