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

financial analysttocorporate investment banker

A financial analyst already meets 43% of what the corporate investment banker role asks for. The move turns on 10 required skills not yet in the profile.

From financial analyst
43%
Overlap1
To corporate investment banker
12 Skills carried over
10 Required, not held
56.9 Difficulty2
adjacent 0–30
moderate 30–55
substantial 55–75
career change 75–100
this move, 56.9

This move: 56.9 of 100 · substantial

1 Share of the corporate investment banker role’s weighted skill requirement already met by the financial 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.

Table 2

Table 2 · What you already bring

Of the 12 skills that carry over, these are the ones fewest other occupations ask for. A corporate investment banker role needs them, and most people applying for one will not have them already. This is the part of a financial analyst background worth leading with.

Skill the target role also needs Area
  • already held fundamental analysis business, administration and law
  • already held mergers and acquisitions business, administration and law
  • already held management consulting 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

All 12 carried skills, including the 10 the corporate investment banker role treats as required.

Table 3

Table 3 · What you would need to learn

The 22 missing skills fall into 4 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 6 required, 5 supplementary
  • required, not held banking activities required
  • required, not held business valuation techniques required
  • required, not held credit control processes required
  • required, not held funding methods required
  • required, not held modern portfolio theory required
  • required, not held securities required
  • optional, not held holding company activities optional
  • optional, not held business loans optional
  • optional, not held corporate law optional
  • optional, not held debt systems optional
  • optional, not held financial statements optional
02 communication, collaboration and creativity 3 required, 1 supplementary
  • required, not held advise on participation in financial markets required
  • required, not held provide legal advice on investments required
  • required, not held review investment portfolios required
  • optional, not held manage contracts optional
03 information skills 1 required, 4 supplementary
  • required, not held examine credit ratings required
  • optional, not held analyse business plans optional
  • optional, not held maintain client debt records optional
  • optional, not held perform debt investigation optional
  • optional, not held perform stock valuation optional
04 management skills 2 supplementary
  • optional, not held make strategic business decisions optional
  • optional, not held manage corporate bank accounts optional
Table 4

Table 4 · Where to start

The 3 entries a corporate investment banker 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 12 skills that carry over
Skill Type
  • already held analyse financial performance of a company skill
  • already held analyse financial risk skill
  • already held asset management knowledge
  • already held develop investment portfolio skill
  • already held economics knowledge
  • already held investment banking knowledge
  • already held management consulting knowledge
  • already held mergers and acquisitions knowledge
  • already held monitor stock market skill
  • already held stock market knowledge
  • already held fundamental analysis knowledge
  • already held interpret financial statements skill
12 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held holding company activities optional
  • optional, not held analyse business plans optional
  • optional, not held business loans optional
  • optional, not held corporate law optional
  • optional, not held debt systems optional
  • optional, not held financial statements optional
  • optional, not held maintain client debt records optional
  • optional, not held make strategic business decisions optional
  • optional, not held manage contracts optional
  • optional, not held manage corporate bank accounts optional
  • optional, not held perform debt investigation optional
  • optional, not held perform stock valuation optional
35 held skills the corporate investment banker role does not ask for
Skill Type
  • not needed by the target role accounting knowledge
  • not needed by the target role advise on financial matters skill
  • not needed by the target role advise on tax planning skill
  • not needed by the target role assess financial viability skill
  • not needed by the target role business analytics knowledge
  • not needed by the target role business processes knowledge
  • not needed by the target role consider economic criteria in decision making skill
  • not needed by the target role cost management knowledge
  • not needed by the target role create a financial plan skill
  • not needed by the target role create a financial report skill
  • not needed by the target role develop transportation cost metrics skill
  • not needed by the target role digital data processing skill
  • not needed by the target role empirical analysis knowledge
  • not needed by the target role ensure compliance with disclosure criteria of accounting information skill
  • not needed by the target role explain financial jargon skill
  • not needed by the target role financial forecasting knowledge
  • not needed by the target role financial management knowledge
  • not needed by the target role financial products knowledge
  • not needed by the target role game theory knowledge
  • not needed by the target role green bonds knowledge
  • not needed by the target role handle mergers and acquisitions skill
  • not needed by the target role macroeconomics knowledge
  • not needed by the target role microeconomics knowledge
  • not needed by the target role monitor loan portfolio skill
  • not needed by the target role offer financial services skill
  • not needed by the target role perform business analysis skill
  • not needed by the target role perform business research skill
  • not needed by the target role prepare financial projections skill
  • not needed by the target role provide cost benefit analysis reports skill
  • not needed by the target role public offering knowledge
  • not needed by the target role quantitative analysis knowledge
  • not needed by the target role statistics knowledge
  • not needed by the target role sustainable finance knowledge
  • not needed by the target role treasury management system knowledge
  • not needed by the target role use business simulation tools 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 banking activities required
  • required, not held business valuation techniques required
  • required, not held credit control processes required
  • required, not held funding methods required
  • required, not held modern portfolio theory required
  • required, not held securities required
  • optional, not held holding company activities optional
  • optional, not held business loans optional
  • optional, not held corporate law optional
  • optional, not held debt systems optional
  • optional, not held financial statements optional
Index

Other moves recorded from financial analyst

Full index of moves from financial 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.