Career Overlap Transition record Edition 1 · ESCO v1.2.1
Table 1Transition record

back office specialisttomiddle office analyst

A back office specialist already meets 72% of what the middle office analyst role asks for. The move turns on 4 required skills not yet in the profile.

From back office specialist
72%
Overlap1
To middle office analyst
24 Skills carried over
4 Required, not held
30.8 Difficulty2
Career overlap Strong match

72%

Learning distance Real move, short list to learn

30.8/ 100

1 Share of the middle office analyst role’s weighted skill requirement already met by the back office specialist profile. Required skills count in full, supplementary skills at 0.35. Directional: the figure for the reverse move differs. 2 Combines what is missing with how specialised it is, so a gap of general skills scores easier than the same number of narrow ones.

Why

Why this move works

A middle office analyst role treats 14 of its required skills as things a back office specialist already does. These are the ones it depends on most.

  • apply company policies
  • banking activities
  • business processes
  • comply with legal regulations
  • financial management
  • handle financial transactions

What stands in the way is 4 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.

Table 2

Table 2 · What you already bring

Of the 24 skills that carry over, these are the ones fewest other occupations ask for. A middle office analyst role needs them, and most people applying for one will not have them already. This is the part of a back office specialist background worth leading with.

Skill the target role also needs Area
  • already held handle paperwork management skills
  • already held office administration business, administration and law
  • already held maintain contract administration information skills
  • already held business processes business, administration and law
  • already held provide financial product information communication, collaboration and creativity
  • already held use office systems management skills

All 24 carried skills, including the 14 the middle office analyst role treats as required.

Table 3

Table 3 · What you would need to learn

The 12 missing skills fall into 4 areas of the ESCO skill hierarchy, numbered below in the order worth working in: the areas carrying the most required skills come first, and inside each one the required skills sit above the supplementary ones.

Skill to acquire Tier
01 information skills 2 required, 1 supplementary
  • required, not held analyse financial risk required
  • required, not held conduct qualitative research required
  • optional, not held manage financial risk optional
02 business, administration and law 1 required, 4 supplementary
  • required, not held treasury management system required
  • optional, not held investment banking optional
  • optional, not held asset management optional
  • optional, not held customer relationship management optional
  • optional, not held risk management optional
03 assisting and caring 1 required
  • required, not held ensure compliance with legal requirements required
04 management skills 3 supplementary
  • optional, not held enforce financial policies optional
  • optional, not held operate financial instruments optional
  • optional, not held provide improvement strategies optional
Table 4

Table 4 · Where to start

The 3 entries a middle office analyst role is least likely to hire without. The ordering is computed from the skill data, not from what pays.

Each entry opens a course search for that skill. Career Overlap earns nothing from these links.

Appendix

Appendix · The rest of the record

All 24 skills that carry over
Skill Type
  • already held apply company policies skill
  • already held banking activities knowledge
  • already held business processes knowledge
  • already held comply with legal regulations skill
  • already held financial management knowledge
  • already held handle financial transactions skill
  • already held handle paperwork skill
  • already held maintain records of financial transactions skill
  • already held office administration knowledge
  • already held office software knowledge
  • already held perform clerical duties skill
  • already held provide financial product information skill
  • already held provide support in financial calculation skill
  • already held use office systems skill
  • already held advise on financial matters skill
  • already held communicate with banking professionals skill
  • already held financial products knowledge
  • already held maintain contract administration skill
  • already held manage administrative systems skill
  • already held manage contracts skill
  • already held obtain financial information skill
  • already held securities knowledge
  • already held statistics knowledge
  • already held trace financial transactions skill
8 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held investment banking optional
  • optional, not held asset management optional
  • optional, not held customer relationship management optional
  • optional, not held enforce financial policies optional
  • optional, not held manage financial risk optional
  • optional, not held operate financial instruments optional
  • optional, not held provide improvement strategies optional
  • optional, not held risk management optional
11 held skills the middle office analyst role does not ask for
Skill Type
  • not needed by the target role coordinate operational activities skill
  • not needed by the target role manage financial aspects of a company skill
  • not needed by the target role manage loan administration skill
  • not needed by the target role manage staff skill
  • not needed by the target role monitor company policy skill
  • not needed by the target role offer financial services skill
  • not needed by the target role present reports skill
  • not needed by the target role principles of insurance knowledge
  • not needed by the target role process payments skill
  • not needed by the target role project management knowledge
  • not needed by the target role use spreadsheets software skill
5 gaps that are knowledge rather than practice

Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.

Skill to acquire Tier
  • required, not held treasury management system required
  • optional, not held investment banking optional
  • optional, not held asset management optional
  • optional, not held customer relationship management optional
  • optional, not held risk management optional
Index
Note

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.