Business valuer to investment manager
A business valuer already meets 31% of what the investment manager role asks for. The move turns on 19 required skills not yet in the profile.
72.8/ 100
1 How much of what an investment manager is expected to do is already part of a business valuer’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 investment manager role is recorded as needing, required and optional together. What these numbers mean.
Why this move works
An investment manager role treats 10 of its required skills as things a business valuer already does. You would walk in with these on day one.
- analyse business plans
- financial statements
- interpret financial statements
- investment analysis
- liaise with financiers
- liaise with managers
What stands in the way is 19 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 14 skills that carry over, these are the ones fewest other occupations ask for. An investment manager role needs them, and most people applying for one will not have them already. This is the part of a business valuer background worth leading with.
- already held public offering business, administration and law
- already held business valuation techniques business, administration and law
- already held trade securities communication, collaboration and creativity
- already held perform stock valuation information skills
- already held liaise with financiers communication, collaboration and creativity
- already held investment analysis business, administration and law
All 14 carried skills, including the 10 the investment manager role treats as required.
Table 3 · What you may need to learn
The 37 missing skills fall into 6 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 corporate social responsibility required
- still to learn asset management required
- still to learn banking activities required
- still to learn financial analysis required
- still to learn financial management required
- still to learn financial products required
- still to learn funding methods required
- optional, not held green bonds optional
- optional, not held impact investing optional
- optional, not held social bonds optional
- optional, not held sustainable finance optional
- optional, not held corporate law optional
- optional, not held financial forecasting optional
- optional, not held types of pensions optional
- still to learn analyse financial performance of a company required
- still to learn analyse financial risk required
- still to learn analyse market financial trends required
- still to learn assess financial viability required
- still to learn monitor stock market required
- still to learn obtain financial information required
- optional, not held analyse the credit history of potential customers optional
- optional, not held examine credit ratings optional
- still to learn develop investment portfolio required
- still to learn enforce financial policies required
- still to learn manage securities required
- still to learn strive for company growth required
- optional, not held create a financial plan optional
- optional, not held manage budgets optional
- optional, not held manage corporate bank accounts optional
- optional, not held manage profitability optional
- optional, not held plan health and safety procedures optional
- still to learn advise on financial matters required
- optional, not held apply technical communication skills optional
- optional, not held communicate with banking professionals optional
- still to learn follow company standards required
- optional, not held apply credit risk policy optional
- optional, not held trading software optional
Table 4 · Where to start
The 3 entries an investment manager role is least likely to hire without. The ordering is computed from the skill data, not from what pays.
- 01 corporate social responsibility study this
- 02 advise on financial matters practise this
- 03 analyse financial performance of a company 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 14 skills that carry over
- already held analyse business plans skill
- already held financial statements knowledge
- already held interpret financial statements skill
- already held investment analysis knowledge
- already held liaise with financiers skill
- already held liaise with managers skill
- already held public offering knowledge
- already held review investment portfolios skill
- already held stock market knowledge
- already held trade securities skill
- already held business valuation techniques knowledge
- already held financial markets knowledge
- already held perform stock valuation skill
- already held tax legislation knowledge
18 supplementary skills, helpful but not required
- optional, not held green bonds optional
- optional, not held impact investing optional
- optional, not held social bonds optional
- optional, not held sustainable finance optional
- optional, not held trading software optional
- optional, not held analyse the credit history of potential customers optional
- optional, not held apply credit risk policy optional
- optional, not held apply technical communication skills optional
- optional, not held communicate with banking professionals optional
- optional, not held corporate law optional
- optional, not held create a financial plan optional
- optional, not held examine credit ratings optional
- optional, not held financial forecasting optional
- optional, not held manage budgets optional
- optional, not held manage corporate bank accounts optional
- optional, not held manage profitability optional
- optional, not held plan health and safety procedures optional
- optional, not held types of pensions optional
26 held skills the investment manager role does not ask for
- not needed by the target role advise on bankruptcy proceedings skill
- not needed by the target role advise on property value skill
- not needed by the target role advise on tax planning skill
- not needed by the target role apply strategic thinking skill
- not needed by the target role assist with litigation matters skill
- not needed by the target role business law knowledge
- not needed by the target role compare property values skill
- not needed by the target role create a financial report skill
- not needed by the target role determine resale value of items skill
- not needed by the target role disseminate information on tax legislation skill
- not needed by the target role estimate value of used goods skill
- not needed by the target role insolvency law knowledge
- not needed by the target role intellectual property law knowledge
- not needed by the target role investment banking knowledge
- not needed by the target role manage brand assets skill
- not needed by the target role market pricing knowledge
- not needed by the target role mergers and acquisitions knowledge
- 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 pricing strategies knowledge
- not needed by the target role property law 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 use consulting techniques skill
- not needed by the target role value properties skill
- not needed by the target role value-added tax law knowledge
15 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 corporate social responsibility required
- still to learn asset management required
- still to learn banking activities required
- still to learn financial analysis required
- still to learn financial management required
- still to learn financial products required
- still to learn funding methods required
- optional, not held green bonds optional
- optional, not held impact investing optional
- optional, not held social bonds optional
- optional, not held sustainable finance optional
- optional, not held trading software optional
- optional, not held corporate law optional
- optional, not held financial forecasting optional
- optional, not held types of pensions optional
Common questions about this move
Can a business valuer become an investment manager?
Yes, and it is a substantial move. A business valuer already covers 31% of what an investment manager is expected to do: 14 skills carry over, 10 of which the investment manager role treats as required.
What skills does a business valuer need to become an investment manager?
19 required skills are missing, plus 18 optional ones. They fall into 6 areas of the ESCO skill hierarchy, led by business, administration and law. The single most important is corporate social responsibility.
How hard is the move from business valuer to investment manager?
Its learning distance is 72.8 out of 100, which is the substantial 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.