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

financial analysttoinvestment adviser

A financial analyst already meets 35% of what the investment adviser role asks for. The move turns on 14 required skills not yet in the profile.

From financial analyst
35%
Overlap1
To investment adviser
15 Skills carried over
14 Required, not held
68.6 Difficulty2
Career overlap Distant match

35%

Learning distance Substantial retraining

68.6/ 100

1 Share of the investment adviser 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.

Why

Why this move works

A investment adviser role treats 9 of its required skills as things a financial analyst already does. These are the ones it depends on most.

  • advise on financial matters
  • analyse financial risk
  • assess financial viability
  • asset management
  • explain financial jargon
  • financial products

What stands in the way is 14 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 15 skills that carry over, these are the ones fewest other occupations ask for. A investment adviser 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 explain financial jargon communication, collaboration and creativity
  • already held green bonds business, administration and law
  • already held sustainable finance business, administration and law
  • already held fundamental analysis business, administration and law
  • already held asset management business, administration and law
  • already held monitor stock market information skills

All 15 carried skills, including the 9 the investment adviser role treats as required.

Table 3

Table 3 · What you would need to learn

The 33 missing skills fall into 5 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 6 required, 5 supplementary
  • required, not held monitor bond market required
  • required, not held analyse market financial trends required
  • required, not held assess risks of clients' assets required
  • required, not held obtain financial information required
  • required, not held provide support in financial calculation required
  • required, not held synthesise financial information required
  • optional, not held consult credit score optional
  • optional, not held analyse business plans optional
  • optional, not held ensure proper document management optional
  • optional, not held examine credit ratings optional
  • optional, not held perform stock valuation optional
02 business, administration and law 5 required, 6 supplementary
  • required, not held banking activities required
  • required, not held financial markets required
  • required, not held funding methods required
  • required, not held modern portfolio theory required
  • required, not held securities required
  • optional, not held impact investing optional
  • optional, not held principles of insurance optional
  • optional, not held social bonds optional
  • optional, not held business valuation techniques optional
  • optional, not held credit control processes optional
  • optional, not held types of insurance optional
03 communication, collaboration and creativity 3 required, 6 supplementary
  • required, not held advise on investment required
  • required, not held provide financial product information required
  • required, not held review investment portfolios required
  • optional, not held identify customer's needs optional
  • optional, not held promote financial products optional
  • optional, not held prospect new customers optional
  • optional, not held build business relationships optional
  • optional, not held communicate with banking professionals optional
  • optional, not held manage contracts optional
04 assisting and caring 1 supplementary
  • optional, not held apply credit risk policy optional
05 management skills 1 supplementary
  • optional, not held perform clerical duties optional
Table 4

Table 4 · Where to start

The 3 entries a investment adviser 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 15 skills that carry over
Skill Type
  • already held advise on financial matters skill
  • already held analyse financial risk skill
  • already held assess financial viability skill
  • already held asset management knowledge
  • already held explain financial jargon skill
  • already held financial products knowledge
  • already held interpret financial statements skill
  • already held monitor stock market skill
  • already held stock market knowledge
  • already held analyse financial performance of a company skill
  • already held create a financial plan skill
  • already held develop investment portfolio skill
  • already held fundamental analysis knowledge
  • already held green bonds knowledge
  • already held sustainable finance knowledge
19 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held consult credit score optional
  • optional, not held identify customer's needs optional
  • optional, not held impact investing optional
  • optional, not held principles of insurance optional
  • optional, not held promote financial products optional
  • optional, not held prospect new customers optional
  • optional, not held social bonds optional
  • optional, not held analyse business plans optional
  • optional, not held apply credit risk policy optional
  • optional, not held build business relationships optional
  • optional, not held business valuation techniques optional
  • optional, not held communicate with banking professionals optional
  • optional, not held credit control processes optional
  • optional, not held ensure proper document management optional
  • optional, not held examine credit ratings optional
  • optional, not held manage contracts optional
  • optional, not held perform clerical duties optional
  • optional, not held perform stock valuation optional
  • optional, not held types of insurance optional
32 held skills the investment adviser role does not ask for
Skill Type
  • not needed by the target role accounting knowledge
  • not needed by the target role advise on tax planning 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 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 economics knowledge
  • 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 financial forecasting knowledge
  • not needed by the target role financial management knowledge
  • not needed by the target role game theory knowledge
  • not needed by the target role handle mergers and acquisitions skill
  • not needed by the target role investment banking knowledge
  • not needed by the target role macroeconomics knowledge
  • 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 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 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 financial markets required
  • required, not held funding methods required
  • required, not held modern portfolio theory required
  • required, not held securities required
  • optional, not held impact investing optional
  • optional, not held principles of insurance optional
  • optional, not held social bonds optional
  • optional, not held business valuation techniques optional
  • optional, not held credit control processes optional
  • optional, not held types of insurance 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.