Career Overlap Transition record
RecordMove

Corporate investment banker to securities analyst

A corporate investment banker already meets 43% of what the securities analyst role asks for. The move turns on 11 required skills not yet in the profile.

Fig. 1 · Skill transfer ESCO v1.2.1 · directional
From corporate investment banker
43 % overlap
Partial match
To securities analyst
16 You already bring
11 Still to learn
42 Skills in the target role2
Learning distance Substantial retraining

60.5/ 100

1 How much of what a securities analyst is expected to do is already part of a corporate investment banker’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 analyst role is recorded as needing, required and optional together. What these numbers mean.

Why

Why this move works

A securities analyst role treats 10 of its required skills as things a corporate investment banker already does. You would walk in with these on day one.

  • analyse financial risk
  • asset management
  • develop investment portfolio
  • economics
  • fundamental analysis
  • modern portfolio theory

What stands in the way is 11 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 16 skills that carry over, these are the ones fewest other occupations ask for. A securities 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 fundamental analysis business, administration and law
  • already held investment banking business, administration and law
  • already held asset management business, administration and law
  • already held monitor stock market information skills
  • already held perform stock valuation information skills
  • already held develop investment portfolio management skills

All 16 carried skills, including the 10 the securities analyst role treats as required.

Table 3

Table 3 · What you may need to learn

The 26 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.

Skill to pick up Tier
01 information skills 5 required, 3 supplementary
  • still to learn analyse economic trends required
  • still to learn analyse market financial trends required
  • still to learn collect financial data required
  • still to learn consult information sources required
  • still to learn obtain financial information required
  • optional, not held consult credit score optional
  • optional, not held forecast economic trends optional
  • optional, not held provide cost benefit analysis reports optional
02 business, administration and law 3 required, 3 supplementary
  • still to learn investment analysis required
  • still to learn financial markets required
  • still to learn financial products required
  • optional, not held commercial law optional
  • optional, not held cryptocurrency optional
  • optional, not held international financial reporting standards optional
03 communication, collaboration and creativity 1 required, 5 supplementary
  • still to learn advise on investment required
  • optional, not held liaise with board members optional
  • optional, not held advise on financial matters optional
  • optional, not held communicate with banking professionals optional
  • optional, not held liaise with managers optional
  • optional, not held present reports optional
04 natural sciences, mathematics and statistics 1 required, 2 supplementary
  • still to learn actuarial science required
  • optional, not held Monte Carlo simulation optional
  • optional, not held statistics optional
05 social sciences, journalism and information 1 required
  • still to learn quantitative analysis required
06 management skills 2 supplementary
  • optional, not held create a financial plan optional
  • optional, not held handle financial transactions optional
Table 4

Table 4 · Where to start

The 3 entries a securities 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 16 skills that carry over
Skill Type
  • already held analyse financial risk skill
  • already held asset management knowledge
  • already held develop investment portfolio skill
  • already held economics knowledge
  • already held fundamental analysis knowledge
  • already held modern portfolio theory knowledge
  • already held monitor stock market skill
  • already held review investment portfolios skill
  • already held securities knowledge
  • already held stock market knowledge
  • already held banking activities knowledge
  • already held examine credit ratings skill
  • already held financial statements knowledge
  • already held interpret financial statements skill
  • already held investment banking knowledge
  • already held perform stock valuation skill
15 supplementary skills, helpful but not required
Skill to pick up Tier
  • optional, not held commercial law optional
  • optional, not held consult credit score optional
  • optional, not held cryptocurrency optional
  • optional, not held liaise with board members optional
  • optional, not held Monte Carlo simulation optional
  • optional, not held advise on financial matters optional
  • optional, not held communicate with banking professionals optional
  • optional, not held create a financial plan optional
  • optional, not held forecast economic trends optional
  • optional, not held handle financial transactions optional
  • optional, not held international financial reporting standards optional
  • optional, not held liaise with managers optional
  • optional, not held present reports optional
  • optional, not held provide cost benefit analysis reports optional
  • optional, not held statistics optional
18 held skills the securities 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 analyse business plans skill
  • not needed by the target role analyse financial performance of a company skill
  • not needed by the target role business loans knowledge
  • not needed by the target role business valuation techniques 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 funding methods knowledge
  • not needed by the target role holding company activities knowledge
  • not needed by the target role maintain client debt records skill
  • not needed by the target role make strategic business decisions skill
  • not needed by the target role manage contracts 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 mergers and acquisitions knowledge
  • not needed by the target role perform debt investigation skill
  • not needed by the target role provide legal advice on investments skill
10 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 pick up Tier
  • still to learn actuarial science required
  • still to learn investment analysis required
  • still to learn financial markets required
  • still to learn financial products required
  • still to learn quantitative analysis required
  • optional, not held commercial law optional
  • optional, not held cryptocurrency optional
  • optional, not held Monte Carlo simulation optional
  • optional, not held international financial reporting standards optional
  • optional, not held statistics optional
Index

Other moves recorded from corporate investment banker

Full index of moves from corporate investment banker

FAQ

Common questions about this move

Can a corporate investment banker become a securities analyst?

Yes, and it is a substantial move. A corporate investment banker already covers 43% of what a securities analyst is expected to do: 16 skills carry over, 10 of which the securities analyst role treats as required.

What skills does a corporate investment banker need to become a securities analyst?

11 required skills are missing, plus 15 optional ones. They fall into 6 areas of the ESCO skill hierarchy, led by information skills. The single most important is actuarial science.

How hard is the move from corporate investment banker to securities analyst?

Its learning distance is 60.5 out of 100, which is the substantial band. That accounts for both how much is missing and how specialised those skills are.

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.