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

dividend analysttosecurities broker

A dividend analyst already meets 42% of what the securities broker role asks for. The move turns on 11 required skills not yet in the profile.

From dividend analyst
42%
Overlap1
To securities broker
13 Skills carried over
11 Required, not held
57.8 Difficulty2
Career overlap Partial match

42%

Learning distance Substantial retraining

57.8/ 100

1 Share of the securities broker 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 securities broker role treats 9 of its required skills as things a dividend analyst already does. These are the ones it depends on most.

  • actuarial science
  • analyse financial risk
  • analyse market financial trends
  • create a financial plan
  • financial markets
  • handle financial transactions

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 13 skills that carry over, these are the ones fewest other occupations ask for. A securities broker 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 perform stock valuation information skills
  • already held modern portfolio theory business, administration and law
  • already held provide support in financial calculation information skills
  • already held stock market business, administration and law
  • already held review investment portfolios communication, collaboration and creativity
  • already held trace financial transactions information skills

All 13 carried skills, including the 9 the securities broker role treats as required.

Table 3

Table 3 · What you would need to learn

The 21 missing skills fall into 7 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 communication, collaboration and creativity 4 required, 4 supplementary
  • required, not held advise on financial matters required
  • required, not held apply technical communication skills required
  • required, not held protect client interests required
  • required, not held trade securities required
  • optional, not held build business relationships optional
  • optional, not held communicate with banking professionals optional
  • optional, not held communicate with customers optional
  • optional, not held provide financial product information optional
02 business, administration and law 3 required, 3 supplementary
  • required, not held financial jurisdiction required
  • required, not held financial products required
  • required, not held securities required
  • optional, not held accounting optional
  • optional, not held banking activities optional
  • optional, not held tax legislation optional
03 information skills 3 required
  • required, not held assess risks of clients' assets required
  • required, not held forecast economic trends required
  • required, not held maintain records of financial transactions required
04 social sciences, journalism and information 1 required
  • required, not held economics required
05 engineering, manufacturing and construction 1 supplementary
  • optional, not held electronic communication optional
06 management skills 1 supplementary
  • optional, not held operate financial instruments optional

1 further area in the appendix

Table 4

Table 4 · Where to start

The 3 entries a securities broker 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 13 skills that carry over
Skill Type
  • already held actuarial science knowledge
  • already held analyse financial risk skill
  • already held analyse market financial trends skill
  • already held create a financial plan skill
  • already held financial markets knowledge
  • already held handle financial transactions skill
  • already held obtain financial information skill
  • already held review investment portfolios skill
  • already held stock market knowledge
  • already held modern portfolio theory knowledge
  • already held perform stock valuation skill
  • already held provide support in financial calculation skill
  • already held trace financial transactions skill
The 1 learning area not shown above
Skill to acquire Tier
07 natural sciences, mathematics and statistics 1 supplementary
  • optional, not held statistics optional
10 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held accounting optional
  • optional, not held banking activities optional
  • optional, not held build business relationships optional
  • optional, not held communicate with banking professionals optional
  • optional, not held communicate with customers optional
  • optional, not held electronic communication optional
  • optional, not held operate financial instruments optional
  • optional, not held provide financial product information optional
  • optional, not held statistics optional
  • optional, not held tax legislation optional
16 held skills the securities broker role does not ask for
Skill Type
  • 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 valuation techniques knowledge
  • 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 financial forecasting knowledge
  • not needed by the target role financial statements knowledge
  • not needed by the target role forecast dividend trends skill
  • not needed by the target role interpret financial statements skill
  • not needed by the target role liaise with shareholders 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 make strategic business decisions skill
  • not needed by the target role manage financial risk skill
  • not needed by the target role monitor stock market skill
  • not needed by the target role synthesise financial information skill
9 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 economics required
  • required, not held financial jurisdiction required
  • required, not held financial products required
  • required, not held securities required
  • optional, not held accounting optional
  • optional, not held banking activities optional
  • optional, not held electronic communication optional
  • optional, not held statistics optional
  • optional, not held tax legislation 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.