Table 1Transition record

brokerage firm directortoinvestment fund management assistant

A brokerage firm director already meets 32% of what the investment fund management assistant role asks for. The move turns on 10 required skills not yet in the profile.

From brokerage firm director

32%

Overlap1

To investment fund management assistant

8 Skills carried over

10 Required, not held

67.8 Difficulty2

Career overlap Distant match

32%

Learning distance Substantial retraining

67.8/ 100

Easy adjacentmoderatesubstantialcareer change Hard

1 Share of the investment fund management assistant role’s weighted skill requirement already met by the brokerage firm director 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 investment fund management assistant role treats 8 of its required skills as things a brokerage firm director already does. These are the ones it depends on most.

advise on financial matters
analyse economic trends
asset management
banking activities
economics
financial markets

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

Table 2 · What you already bring

Of the 8 skills that carry over, these are the ones fewest other occupations ask for. A investment fund management assistant role needs them, and most people applying for one will not have them already. This is the part of a brokerage firm director background worth leading with.

Skill the target role also needs Area

already held manage securities management skills
already held asset management business, administration and law
already held analyse economic trends information skills
already held financial markets business, administration and law
already held securities business, administration and law
already held banking activities business, administration and law

All 8 carried skills, including the 8 the investment fund management assistant role treats as required.

Table 3

Table 3 · What you would need to learn

The 30 missing skills fall into 7 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 communication, collaboration and creativity 4 required, 4 supplementary

required, not held offer financial services required
required, not held communicate with banking professionals required
required, not held communicate with customers required
required, not held present reports required

optional, not held implement marketing strategies optional
optional, not held manage contracts optional
optional, not held provide financial product information optional
optional, not held review investment portfolios optional

02 information skills 3 required, 8 supplementary

required, not held create a financial report required
required, not held analyse market financial trends required
required, not held prepare financial statements required

optional, not held manage sales channels optional
optional, not held analyse financial performance of a company optional
optional, not held analyse financial risk optional
optional, not held calculate tax optional
optional, not held compare property values optional
optional, not held examine credit ratings optional
optional, not held maintain records of financial transactions optional
optional, not held monitor stock market optional

03 business, administration and law 2 required, 5 supplementary

required, not held financial products required
required, not held funding methods required

optional, not held accounting optional
optional, not held accounting techniques optional
optional, not held financial forecasting optional
optional, not held financial statements optional
optional, not held stock market optional

04 assisting and caring 1 required

required, not held assist in fund management required

05 information and communication technologies (icts) 1 supplementary

optional, not held trading software optional

06 management skills 1 supplementary

optional, not held handle financial transactions optional

1 further area in the appendix

Table 4

Table 4 · Where to start

The 3 entries a investment fund management assistant 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 8 skills that carry over

Skill Type

already held advise on financial matters skill
already held analyse economic trends skill
already held asset management knowledge
already held banking activities knowledge
already held economics knowledge
already held financial markets knowledge
already held manage securities skill
already held securities knowledge

The 1 learning area not shown above

Skill to acquire Tier

07 natural sciences, mathematics and statistics 1 supplementary

optional, not held actuarial science optional

20 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held actuarial science optional
optional, not held manage sales channels optional
optional, not held trading software optional
optional, not held accounting optional
optional, not held accounting techniques optional
optional, not held analyse financial performance of a company optional
optional, not held analyse financial risk optional
optional, not held calculate tax optional
optional, not held compare property values optional
optional, not held examine credit ratings optional
optional, not held financial forecasting optional
optional, not held financial statements optional
optional, not held handle financial transactions optional
optional, not held implement marketing strategies optional
optional, not held maintain records of financial transactions optional
optional, not held manage contracts optional
optional, not held monitor stock market optional
optional, not held provide financial product information optional
optional, not held review investment portfolios optional
optional, not held stock market optional

19 held skills the investment fund management assistant role does not ask for

Skill Type

not needed by the target role advice on security risk management skill
not needed by the target role advise on social security benefits skill
not needed by the target role assess risks of clients' assets skill
not needed by the target role explain financial jargon skill
not needed by the target role financial analysis knowledge
not needed by the target role financial engineering knowledge
not needed by the target role implement hedging strategies for clients skill
not needed by the target role interpret business information skill
not needed by the target role liaise with shareholders skill
not needed by the target role manage a team skill
not needed by the target role manage clients' money matters skill
not needed by the target role manage securities trading skill
not needed by the target role negotiate on asset value skill
not needed by the target role perform stock valuation skill
not needed by the target role risk transfer knowledge
not needed by the target role security of assets legislation knowledge
not needed by the target role strategic planning knowledge
not needed by the target role trade securities skill
not needed by the target role trading law knowledge

9 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 financial products required
required, not held funding methods required
optional, not held actuarial science optional
optional, not held trading software optional
optional, not held accounting optional
optional, not held accounting techniques optional
optional, not held financial forecasting optional
optional, not held financial statements optional
optional, not held stock market optional

Index

Other moves recorded from brokerage firm director

Full index of moves from brokerage firm director

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.