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

financial analysttoinvestment fund management assistant

A financial analyst already meets 32% of what the investment fund management assistant role asks for. The move turns on 12 required skills not yet in the profile.

From financial analyst
32%
Overlap1
To investment fund management assistant
12 Skills carried over
12 Required, not held
66.8 Difficulty2
Career overlap Distant match

32%

Learning distance Substantial retraining

66.8/ 100

1 Share of the investment fund management assistant 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 fund management assistant role treats 6 of its required skills as things a financial analyst already does. These are the ones it depends on most.

  • advise on financial matters
  • asset management
  • create a financial report
  • economics
  • financial products
  • offer financial services

What stands in the way is 12 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 12 skills that carry over, these are the ones fewest other occupations ask for. A investment fund management assistant 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 asset management business, administration and law
  • already held offer financial services communication, collaboration and creativity
  • already held monitor stock market information skills
  • already held create a financial report information skills
  • already held stock market business, administration and law
  • already held accounting business, administration and law

All 12 carried skills, including the 6 the investment fund management assistant role treats as required.

Table 3

Table 3 · What you would need to learn

The 26 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 business, administration and law 4 required, 2 supplementary
  • required, not held banking activities required
  • required, not held financial markets required
  • required, not held funding methods required
  • required, not held securities required
  • optional, not held accounting techniques optional
  • optional, not held financial statements optional
02 information skills 3 required, 5 supplementary
  • required, not held analyse economic trends required
  • required, not held analyse market financial trends required
  • required, not held prepare financial statements required
  • optional, not held manage sales channels optional
  • optional, not held calculate tax optional
  • optional, not held compare property values optional
  • optional, not held examine credit ratings optional
  • optional, not held maintain records of financial transactions optional
03 communication, collaboration and creativity 3 required, 4 supplementary
  • required, not held communicate with banking professionals required
  • required, not held communicate with customers required
  • required, not held present reports required
  • optional, not held implement marketing strategies optional
  • optional, not held manage contracts optional
  • optional, not held provide financial product information optional
  • optional, not held review investment portfolios optional
04 management skills 1 required, 1 supplementary
  • required, not held manage securities required
  • optional, not held handle financial transactions optional
05 assisting and caring 1 required
  • required, not held assist in fund management required
06 information and communication technologies (icts) 1 supplementary
  • optional, not held trading software optional

1 further area in the appendix

Table 4

Table 4 · Where to start

The 3 entries a investment fund management assistant 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 advise on financial matters skill
  • already held asset management knowledge
  • already held create a financial report skill
  • already held economics knowledge
  • already held financial products knowledge
  • already held offer financial services skill
  • already held accounting knowledge
  • already held analyse financial performance of a company skill
  • already held analyse financial risk skill
  • already held financial forecasting knowledge
  • already held monitor stock market skill
  • already held stock market knowledge
The 1 learning area not shown above
Skill to acquire Tier
07 natural sciences, mathematics and statistics 1 supplementary
  • optional, not held actuarial science optional
14 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held actuarial science optional
  • optional, not held manage sales channels optional
  • optional, not held trading software optional
  • optional, not held accounting techniques optional
  • optional, not held calculate tax optional
  • optional, not held compare property values optional
  • optional, not held examine credit ratings optional
  • optional, not held financial statements optional
  • optional, not held handle financial transactions optional
  • optional, not held implement marketing strategies optional
  • optional, not held maintain records of financial transactions optional
  • optional, not held manage contracts optional
  • optional, not held provide financial product information optional
  • optional, not held review investment portfolios optional
35 held skills the investment fund management assistant role does not ask for
Skill Type
  • 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 develop investment portfolio 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 management knowledge
  • not needed by the target role fundamental analysis 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 interpret financial statements 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 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
8 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 securities required
  • optional, not held actuarial science optional
  • optional, not held trading software optional
  • optional, not held accounting techniques 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.