Table 1Transition record

corporate investment bankertosecurities 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.

From corporate investment banker

43%

Overlap1

To securities analyst

16 Skills carried over

11 Required, not held

60.5 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 60.5

This move: 60.5 of 100 · substantial

1 Share of the securities 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.

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 would need to learn

The 26 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 5 required, 3 supplementary

required, not held analyse economic trends required
required, not held analyse market financial trends required
required, not held collect financial data required
required, not held consult information sources required
required, not held 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

required, not held investment analysis required
required, not held financial markets required
required, not held 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

required, not held 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

required, not held actuarial science required

optional, not held Monte Carlo simulation optional
optional, not held statistics optional

05 social sciences, journalism and information 1 required

required, not held 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 acquire 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 acquire Tier

required, not held actuarial science required
required, not held investment analysis required
required, not held financial markets required
required, not held financial products required
required, not held 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

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.