Table 1Transition record

dividend analysttoinvestor relations manager

A dividend analyst already meets 41% of what the investor relations manager role asks for. The move turns on 16 required skills not yet in the profile.

From dividend analyst

41%

Overlap1

To investor relations manager

20 Skills carried over

16 Required, not held

63.4 Difficulty2

Career overlap Partial match

41%

Learning distance Substantial retraining

63.4/ 100

Easy adjacentmoderatesubstantialcareer change Hard

1 Share of the investor relations manager role’s weighted skill requirement already met by the dividend analyst 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 investor relations manager role treats 10 of its required skills as things a dividend analyst already does. These are the ones it depends on most.

analyse business plans
analyse financial performance of a company
analyse market financial trends
create a financial plan
financial forecasting
financial markets

What stands in the way is 16 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 20 skills that carry over, these are the ones fewest other occupations ask for. A investor relations manager role needs them, and most people applying for one will not have them already. This is the part of a dividend analyst background worth leading with.

Skill the target role also needs Area

already held business valuation techniques business, administration and law
already held liaise with shareholders communication, collaboration and creativity
already held monitor stock market information skills
already held modern portfolio theory business, administration and law
already held provide support in financial calculation information skills
already held synthesise financial information information skills

All 20 carried skills, including the 10 the investor relations manager 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 business, administration and law 7 required, 3 supplementary

required, not held corporate social responsibility required
required, not held investment analysis required
required, not held financial analysis required
required, not held financial management required
required, not held funding methods required
required, not held public relations required
required, not held securities required

optional, not held investment banking optional
optional, not held asset management optional
optional, not held business loans optional

02 communication, collaboration and creativity 4 required, 2 supplementary

required, not held advise on financial matters required
required, not held build business relationships required
required, not held liaise with managers required
required, not held perform public relations required

optional, not held develop professional network optional
optional, not held draft press releases optional

03 management skills 2 required, 5 supplementary

required, not held enforce financial policies required
required, not held strive for company growth required

optional, not held develop public relations strategies optional
optional, not held integrate shareholders' interests in business plans optional
optional, not held manage the handling of promotional materials optional
optional, not held organise press conferences optional
optional, not held plan health and safety procedures optional

04 assisting and caring 1 required

required, not held follow company standards required

05 generic programmes and qualifications 1 required

required, not held business communication required

06 information skills 1 required

required, not held ensure information transparency required

Table 4

Table 4 · Where to start

The 3 entries a investor relations manager 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 20 skills that carry over

Skill Type

already held analyse business plans skill
already held analyse financial performance of a company skill
already held analyse market financial trends skill
already held create a financial plan skill
already held financial forecasting knowledge
already held financial markets knowledge
already held financial statements knowledge
already held liaise with shareholders skill
already held modern portfolio theory knowledge
already held stock market knowledge
already held actuarial science knowledge
already held analyse financial risk skill
already held business valuation techniques knowledge
already held interpret financial statements skill
already held make strategic business decisions skill
already held monitor stock market skill
already held obtain financial information skill
already held provide support in financial calculation skill
already held review investment portfolios skill
already held synthesise financial information skill

10 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held investment banking optional
optional, not held asset management optional
optional, not held business loans optional
optional, not held develop professional network optional
optional, not held develop public relations strategies optional
optional, not held draft press releases optional
optional, not held integrate shareholders' interests in business plans optional
optional, not held manage the handling of promotional materials optional
optional, not held organise press conferences optional
optional, not held plan health and safety procedures optional

9 held skills the investor relations manager role does not ask for

Skill Type

not needed by the target role calculate dividends skill
not needed by the target role conduct financial audits skill
not needed by the target role forecast dividend trends skill
not needed by the target role handle financial transactions skill
not needed by the target role maintain financial records skill
not needed by the target role maintain register of shareholders skill
not needed by the target role manage financial risk skill
not needed by the target role perform stock valuation skill
not needed by the target role trace financial transactions skill

11 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 corporate social responsibility required
required, not held investment analysis required
required, not held business communication required
required, not held financial analysis required
required, not held financial management required
required, not held funding methods required
required, not held public relations required
required, not held securities required
optional, not held investment banking optional
optional, not held asset management optional
optional, not held business loans optional

Index

Other moves recorded from dividend analyst

Full index of moves from dividend analyst

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.