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

corporate investment bankertomergers and acquisitions analyst

A corporate investment banker already meets 57% of what the mergers and acquisitions analyst role asks for. The move turns on 6 required skills not yet in the profile.

From corporate investment banker
57%
Overlap1
To mergers and acquisitions analyst
18 Skills carried over
6 Required, not held
44.3 Difficulty2
Career overlap Partial match

57%

Learning distance Real move, short list to learn

44.3/ 100

1 Share of the mergers and acquisitions analyst role’s weighted skill requirement already met by the corporate investment banker 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 mergers and acquisitions analyst role treats 10 of its required skills as things a corporate investment banker already does. These are the ones it depends on most.

  • analyse business plans
  • analyse financial performance of a company
  • analyse financial risk
  • develop investment portfolio
  • investment banking
  • make strategic business decisions

What stands in the way is 6 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 18 skills that carry over, these are the ones fewest other occupations ask for. A mergers and acquisitions analyst role needs them, and most people applying for one will not have them already. This is the part of a corporate investment banker background worth leading with.

Skill the target role also needs Area
  • already held holding company activities business, administration and law
  • already held provide legal advice on investments communication, collaboration and creativity
  • already held mergers and acquisitions business, administration and law
  • already held business valuation techniques business, administration and law
  • already held investment banking business, administration and law
  • already held business loans business, administration and law

All 18 carried skills, including the 10 the mergers and acquisitions analyst role treats as required.

Table 3

Table 3 · What you would need to learn

The 17 missing skills fall into 6 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 3 required, 5 supplementary
  • required, not held analyse market financial trends required
  • required, not held assess financial viability required
  • required, not held provide support in financial calculation required
  • optional, not held analyse economic trends optional
  • optional, not held assess risks of clients' assets optional
  • optional, not held conduct financial audits optional
  • optional, not held maintain financial records optional
  • optional, not held manage financial risk optional
02 communication, collaboration and creativity 1 required, 2 supplementary
  • required, not held apply technical communication skills required
  • optional, not held handle mergers and acquisitions optional
  • optional, not held handle financial disputes optional
03 management skills 1 required, 2 supplementary
  • required, not held budget for financial needs required
  • optional, not held control financial resources optional
  • optional, not held create a financial plan optional
04 natural sciences, mathematics and statistics 1 required
  • required, not held actuarial science required
05 assisting and caring 1 supplementary
  • optional, not held apply credit risk policy optional
06 business, administration and law 1 supplementary
  • optional, not held accounting optional
Table 4

Table 4 · Where to start

The 3 entries a mergers and acquisitions 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 18 skills that carry over
Skill Type
  • already held analyse business plans skill
  • already held analyse financial performance of a company skill
  • already held analyse financial risk skill
  • already held develop investment portfolio skill
  • already held investment banking knowledge
  • already held make strategic business decisions skill
  • already held manage contracts skill
  • already held mergers and acquisitions knowledge
  • already held modern portfolio theory knowledge
  • already held review investment portfolios skill
  • already held business loans knowledge
  • already held business valuation techniques knowledge
  • already held examine credit ratings skill
  • already held financial statements knowledge
  • already held holding company activities knowledge
  • already held interpret financial statements skill
  • already held provide legal advice on investments skill
  • already held securities knowledge
11 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held handle mergers and acquisitions optional
  • optional, not held accounting optional
  • optional, not held analyse economic trends optional
  • optional, not held apply credit risk policy optional
  • optional, not held assess risks of clients' assets optional
  • optional, not held conduct financial audits optional
  • optional, not held control financial resources optional
  • optional, not held create a financial plan optional
  • optional, not held handle financial disputes optional
  • optional, not held maintain financial records optional
  • optional, not held manage financial risk optional
16 held skills the mergers and acquisitions analyst role does not ask for
Skill Type
  • not needed by the target role advise on participation in financial markets skill
  • not needed by the target role asset management knowledge
  • not needed by the target role banking activities knowledge
  • not needed by the target role corporate law knowledge
  • not needed by the target role credit control processes knowledge
  • not needed by the target role debt systems knowledge
  • not needed by the target role economics knowledge
  • not needed by the target role fundamental analysis knowledge
  • not needed by the target role funding methods knowledge
  • not needed by the target role maintain client debt records skill
  • not needed by the target role manage corporate bank accounts skill
  • not needed by the target role management consulting knowledge
  • not needed by the target role monitor stock market skill
  • not needed by the target role perform debt investigation skill
  • not needed by the target role perform stock valuation skill
  • not needed by the target role stock market 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.

Skill to acquire Tier
  • required, not held actuarial science required
  • optional, not held accounting optional
Index

Other moves recorded from corporate investment banker

Full index of moves from corporate investment banker

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.