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

financial analysttoinvestment manager

A financial analyst already meets 37% of what the investment manager role asks for. The move turns on 17 required skills not yet in the profile.

From financial analyst
37%
Overlap1
To investment manager
16 Skills carried over
17 Required, not held
68.6 Difficulty2
Career overlap Distant match

37%

Learning distance Substantial retraining

68.6/ 100

1 Share of the investment manager 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 manager role treats 12 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 performance of a company
  • analyse financial risk
  • assess financial viability
  • asset management
  • develop investment portfolio

What stands in the way is 17 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 16 skills that carry over, these are the ones fewest other occupations ask for. A investment manager 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 green bonds business, administration and law
  • already held public offering business, administration and law
  • already held sustainable finance business, administration and law
  • already held asset management business, administration and law
  • already held monitor stock market information skills
  • already held develop investment portfolio management skills

All 16 carried skills, including the 12 the investment manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 35 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 6 required, 7 supplementary
  • required, not held corporate social responsibility required
  • required, not held investment analysis required
  • required, not held banking activities required
  • required, not held financial analysis required
  • required, not held financial statements required
  • required, not held funding methods required
  • optional, not held impact investing optional
  • optional, not held social bonds optional
  • optional, not held business valuation techniques optional
  • optional, not held corporate law optional
  • optional, not held financial markets optional
  • optional, not held tax legislation optional
  • optional, not held types of pensions optional
02 communication, collaboration and creativity 4 required, 2 supplementary
  • required, not held liaise with financiers required
  • required, not held liaise with managers required
  • required, not held review investment portfolios required
  • required, not held trade securities required
  • optional, not held apply technical communication skills optional
  • optional, not held communicate with banking professionals optional
03 management skills 3 required, 4 supplementary
  • required, not held enforce financial policies required
  • required, not held manage securities required
  • required, not held strive for company growth required
  • optional, not held manage budgets optional
  • optional, not held manage corporate bank accounts optional
  • optional, not held manage profitability optional
  • optional, not held plan health and safety procedures optional
04 information skills 3 required, 3 supplementary
  • required, not held analyse business plans required
  • required, not held analyse market financial trends required
  • required, not held obtain financial information required
  • optional, not held analyse the credit history of potential customers optional
  • optional, not held examine credit ratings optional
  • optional, not held perform stock valuation optional
05 assisting and caring 1 required, 1 supplementary
  • required, not held follow company standards required
  • optional, not held apply credit risk policy optional
06 information and communication technologies (icts) 1 supplementary
  • optional, not held trading software optional
Table 4

Table 4 · Where to start

The 3 entries a investment 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 16 skills that carry over
Skill Type
  • already held advise on financial matters skill
  • already held analyse financial performance of a company skill
  • already held analyse financial risk skill
  • already held assess financial viability skill
  • already held asset management knowledge
  • already held develop investment portfolio skill
  • already held financial management knowledge
  • already held financial products knowledge
  • already held interpret financial statements skill
  • already held monitor stock market skill
  • already held public offering knowledge
  • already held stock market knowledge
  • already held create a financial plan skill
  • already held financial forecasting knowledge
  • already held green bonds knowledge
  • already held sustainable finance knowledge
18 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held impact investing optional
  • optional, not held social bonds optional
  • optional, not held trading software optional
  • optional, not held analyse the credit history of potential customers optional
  • optional, not held apply credit risk policy optional
  • optional, not held apply technical communication skills optional
  • optional, not held business valuation techniques optional
  • optional, not held communicate with banking professionals optional
  • optional, not held corporate law optional
  • optional, not held examine credit ratings optional
  • optional, not held financial markets optional
  • optional, not held manage budgets optional
  • optional, not held manage corporate bank accounts optional
  • optional, not held manage profitability optional
  • optional, not held perform stock valuation optional
  • optional, not held plan health and safety procedures optional
  • optional, not held tax legislation optional
  • optional, not held types of pensions optional
31 held skills the investment manager 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 explain financial jargon skill
  • not needed by the target role fundamental analysis 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 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
14 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 banking activities required
  • required, not held financial analysis required
  • required, not held financial statements required
  • required, not held funding methods required
  • optional, not held impact investing optional
  • optional, not held social bonds optional
  • optional, not held trading software optional
  • optional, not held business valuation techniques optional
  • optional, not held corporate law optional
  • optional, not held financial markets optional
  • optional, not held tax legislation optional
  • optional, not held types of pensions 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.