Corporate banking adviser to securities underwriter
A corporate banking adviser already meets 55% of what the securities underwriter role asks for. The move turns on 5 required skills not yet in the profile.
43.3/ 100
1 How much of what a securities underwriter is expected to do is already part of a corporate banking adviser’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 securities underwriter role is recorded as needing, required and optional together. What these numbers mean.
Why this move works
A securities underwriter role treats 9 of its required skills as things a corporate banking adviser already does. You would walk in with these on day one.
- actuarial science
- analyse market financial trends
- commercial law
- economics
- financial jurisdiction
- financial markets
What stands in the way is 5 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 16 skills that carry over, these are the ones fewest other occupations ask for. A securities underwriter role needs them, and most people applying for one will not have them already. This is the part of a corporate banking adviser background worth leading with.
- already held stock market business, administration and law
- already held commercial law business, administration and law
- already held financial jurisdiction business, administration and law
- already held financial markets business, administration and law
- already held communicate with banking professionals communication, collaboration and creativity
- already held actuarial science natural sciences, mathematics and statistics
All 16 carried skills, including the 9 the securities underwriter role treats as required.
Table 3 · What you may need to learn
The 17 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 analyse economic trends required
- still to learn forecast economic trends required
- still to learn monitor stock market required
- optional, not held assess risks of clients' assets optional
- optional, not held maintain records of financial transactions optional
- optional, not held manage financial risk optional
- optional, not held perform stock valuation optional
- optional, not held provide support in financial calculation optional
- optional, not held trace financial transactions optional
- still to learn protect client interests required
- still to learn trade securities required
- optional, not held apply technical communication skills optional
- optional, not held create a financial plan optional
- optional, not held manage securities optional
- optional, not held operate financial instruments optional
- optional, not held financial forecasting optional
- optional, not held statistics optional
Table 4 · Where to start
The 3 entries a securities underwriter role is least likely to hire without. The ordering is computed from the skill data, not from what pays.
- 01 analyse economic trends practise this
- 02 forecast economic trends practise this
- 03 monitor stock market 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 16 skills that carry over
- already held actuarial science knowledge
- already held analyse market financial trends skill
- already held commercial law knowledge
- already held economics knowledge
- already held financial jurisdiction knowledge
- already held financial markets knowledge
- already held financial products knowledge
- already held securities knowledge
- already held stock market knowledge
- already held advise on financial matters skill
- already held analyse financial risk skill
- already held banking activities knowledge
- already held build business relationships skill
- already held communicate with banking professionals skill
- already held handle financial transactions skill
- already held tax legislation knowledge
12 supplementary skills, helpful but not required
- optional, not held apply technical communication skills optional
- optional, not held assess risks of clients' assets optional
- optional, not held create a financial plan optional
- optional, not held financial forecasting optional
- optional, not held maintain records of financial transactions optional
- optional, not held manage financial risk optional
- optional, not held manage securities optional
- optional, not held operate financial instruments optional
- optional, not held perform stock valuation optional
- optional, not held provide support in financial calculation optional
- optional, not held statistics optional
- optional, not held trace financial transactions optional
23 held skills the securities underwriter role does not ask for
- not needed by the target role accounting knowledge
- not needed by the target role advise on investment skill
- not needed by the target role advise on risk management skill
- not needed by the target role assess risk factors skill
- not needed by the target role consult with business clients skill
- not needed by the target role corporate social responsibility knowledge
- not needed by the target role create a financial report skill
- not needed by the target role develop investment portfolio skill
- not needed by the target role financial analysis knowledge
- not needed by the target role foreign valuta knowledge
- not needed by the target role handle cash flow skill
- not needed by the target role investment analysis knowledge
- not needed by the target role investment banking knowledge
- not needed by the target role make strategic business decisions skill
- not needed by the target role manage budgets skill
- not needed by the target role mergers and acquisitions knowledge
- not needed by the target role obtain financial information skill
- not needed by the target role offer financial services skill
- not needed by the target role principles of insurance knowledge
- not needed by the target role provide legal advice on investments skill
- not needed by the target role review investment portfolios skill
- not needed by the target role synthesise financial information skill
- not needed by the target role types of insurance knowledge
2 gaps that are knowledge rather than practice
Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.
- optional, not held financial forecasting optional
- optional, not held statistics optional
Other moves recorded from corporate banking adviser
Common questions about this move
Can a corporate banking adviser become a securities underwriter?
Yes, and it is a moderate move. A corporate banking adviser already covers 55% of what a securities underwriter is expected to do: 16 skills carry over, 9 of which the securities underwriter role treats as required.
What skills does a corporate banking adviser need to become a securities underwriter?
5 required skills are missing, plus 12 optional ones. They fall into 5 areas of the ESCO skill hierarchy, led by information skills. The single most important is analyse economic trends.
How hard is the move from corporate banking adviser to securities underwriter?
Its learning distance is 43.3 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.