Asset manager to investor relations manager
An asset manager already meets 57% of what the investor relations manager role asks for. The move turns on 10 required skills not yet in the profile.
48.9/ 100
1 How much of what an investor relations manager is expected to do is already part of an asset manager’s work. Directional: the figure for the reverse move differs, because moving into a speciality is not the same problem as moving out of one. 2 Every skill the investor relations manager role is recorded as needing, required and optional together. What these numbers mean.
Why this move works
An investor relations manager role treats 16 of its required skills as things an asset manager already does. You would walk in with these on day one.
- advise on financial matters
- analyse financial performance of a company
- analyse market financial trends
- corporate social responsibility
- create a financial plan
- enforce financial policies
What stands in the way is 10 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.
Table 2 · What you already bring
Of the 24 skills that carry over, these are the ones fewest other occupations ask for. An investor relations manager role needs them, and most people applying for one will not have them already. This is the part of an asset manager background worth leading with.
- already held asset management business, administration and law
- already held enforce financial policies management skills
- already held modern portfolio theory business, administration and law
- already held provide support in financial calculation information skills
- already held financial analysis business, administration and law
- already held review investment portfolios communication, collaboration and creativity
All 24 carried skills, including the 16 the investor relations manager role treats as required.
Table 3 · What you may need to learn
The 22 missing skills fall into 5 areas of the ESCO skill hierarchy, numbered in the order worth working in. Areas carrying the most required skills come first, and inside each one the required skills sit above the optional ones. Nothing here is a verdict on you: it is a list of what this particular job asks for that your current one does not.
- still to learn investment analysis required
- still to learn financial forecasting required
- still to learn public relations required
- still to learn stock market required
- optional, not held investment banking optional
- optional, not held business loans optional
- optional, not held business valuation techniques optional
- still to learn build business relationships required
- still to learn liaise with shareholders required
- still to learn perform public relations required
- optional, not held develop professional network optional
- optional, not held draft press releases optional
- still to learn analyse business plans required
- still to learn ensure information transparency required
- optional, not held monitor stock market optional
- optional, not held synthesise financial information optional
- still to learn business communication required
- optional, not held develop public relations strategies optional
- optional, not held integrate shareholders' interests in business plans optional
- optional, not held make strategic business decisions optional
- optional, not held manage the handling of promotional materials optional
- optional, not held organise press conferences optional
Table 4 · Where to start
The 3 entries an investor relations manager role is least likely to hire without. The ordering is computed from the skill data, not from what pays.
- 01 investment analysis study this
- 02 analyse business plans practise this
- 03 build business relationships practise this
Each entry opens a course search for that skill. Career Overlap earns nothing from these links.
Appendix · The rest of the record
All 24 skills that carry over
- already held advise on financial matters skill
- already held analyse financial performance of a company skill
- already held analyse market financial trends skill
- already held corporate social responsibility knowledge
- already held create a financial plan skill
- already held enforce financial policies skill
- already held financial analysis knowledge
- already held financial management knowledge
- already held financial markets knowledge
- already held financial statements knowledge
- already held follow company standards skill
- already held funding methods knowledge
- already held liaise with managers skill
- already held modern portfolio theory knowledge
- already held securities knowledge
- already held strive for company growth skill
- already held actuarial science knowledge
- already held analyse financial risk skill
- already held asset management knowledge
- already held interpret financial statements skill
- already held obtain financial information skill
- already held plan health and safety procedures skill
- already held provide support in financial calculation skill
- already held review investment portfolios skill
12 supplementary skills, helpful but not required
- optional, not held investment banking optional
- optional, not held business loans optional
- optional, not held business valuation techniques optional
- optional, not held develop professional network optional
- optional, not held develop public relations strategies optional
- optional, not held draft press releases optional
- optional, not held integrate shareholders' interests in business plans optional
- optional, not held make strategic business decisions optional
- optional, not held manage the handling of promotional materials optional
- optional, not held monitor stock market optional
- optional, not held organise press conferences optional
- optional, not held synthesise financial information optional
16 held skills the investor relations manager role does not ask for
- not needed by the target role advise on risk management skill
- not needed by the target role apply credit risk policy skill
- not needed by the target role apply technical communication skills skill
- not needed by the target role consult credit score skill
- not needed by the target role credit control processes knowledge
- not needed by the target role develop investment portfolio skill
- not needed by the target role examine credit ratings skill
- not needed by the target role exert expenditure control skill
- not needed by the target role handle financial disputes skill
- not needed by the target role handle financial transactions skill
- not needed by the target role identify clients' needs skill
- not needed by the target role manage financial risk skill
- not needed by the target role negotiate loan agreements skill
- not needed by the target role negotiate on asset value skill
- not needed by the target role perform asset recognition skill
- not needed by the target role review closing procedures skill
8 gaps that are knowledge rather than practice
Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.
- still to learn investment analysis required
- still to learn business communication required
- still to learn financial forecasting required
- still to learn public relations required
- still to learn stock market required
- optional, not held investment banking optional
- optional, not held business loans optional
- optional, not held business valuation techniques optional
Common questions about this move
Can an asset manager become an investor relations manager?
Yes, and it is a moderate move. An asset manager already covers 57% of what an investor relations manager is expected to do: 24 skills carry over, 16 of which the investor relations manager role treats as required.
What skills does an asset manager need to become an investor relations manager?
10 required skills are missing, plus 12 optional ones. They fall into 5 areas of the ESCO skill hierarchy, led by business, administration and law. The single most important is investment analysis.
How hard is the move from asset manager to investor relations manager?
Its learning distance is 48.9 out of 100, which is the moderate band. That accounts for both how much is missing and how specialised those skills are.
How this record was compiled
Both occupations are taken from ESCO, which lists the skills and knowledge each occupation is expected to have and marks every one required or optional. Nothing here is a prediction about hiring, and nothing here knows that a particular employer wants a particular certificate. Treat Table 3 as a starting point for your own research rather than a syllabus. The full method states what these figures can and cannot tell you.