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

financial managertoinvestment fund management assistant

A financial manager already meets 70% of what the investment fund management assistant role asks for. The move turns on 4 required skills not yet in the profile.

From financial manager
70%
Overlap1
To investment fund management assistant
24 Skills carried over
4 Required, not held
34.3 Difficulty2
Career overlap Strong match

70%

Learning distance Real move, short list to learn

34.3/ 100

1 Share of the investment fund management assistant role’s weighted skill requirement already met by the financial manager 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 14 of its required skills as things a financial manager already does. These are the ones it depends on most.

  • advise on financial matters
  • analyse market financial trends
  • banking activities
  • communicate with banking professionals
  • create a financial report
  • economics

What stands in the way is 4 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 24 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 manager background worth leading with.

Skill the target role also needs Area
  • already held manage securities management skills
  • already held offer financial services communication, collaboration and creativity
  • already held prepare financial statements information skills
  • already held provide financial product information communication, collaboration and creativity
  • already held create a financial report information skills
  • already held stock market business, administration and law

All 24 carried skills, including the 14 the investment fund management assistant role treats as required.

Table 3

Table 3 · What you would need to learn

The 14 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 information skills 1 required, 5 supplementary
  • required, not held analyse economic trends 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 monitor stock market optional
02 communication, collaboration and creativity 1 required, 3 supplementary
  • required, not held communicate with customers required
  • optional, not held implement marketing strategies optional
  • optional, not held manage contracts optional
  • optional, not held review investment portfolios optional
03 assisting and caring 1 required
  • required, not held assist in fund management required
04 business, administration and law 1 required
  • required, not held asset management required
05 information and communication technologies (icts) 1 supplementary
  • optional, not held trading software optional
06 natural sciences, mathematics and statistics 1 supplementary
  • optional, not held actuarial science optional
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 24 skills that carry over
Skill Type
  • already held advise on financial matters skill
  • already held analyse market financial trends skill
  • already held banking activities knowledge
  • already held communicate with banking professionals skill
  • already held create a financial report skill
  • already held economics knowledge
  • already held financial markets knowledge
  • already held financial products knowledge
  • already held funding methods knowledge
  • already held manage securities skill
  • already held offer financial services skill
  • already held prepare financial statements skill
  • already held present reports skill
  • already held securities knowledge
  • already held accounting knowledge
  • already held accounting techniques knowledge
  • already held analyse financial performance of a company skill
  • already held analyse financial risk skill
  • already held financial forecasting knowledge
  • already held financial statements knowledge
  • already held handle financial transactions skill
  • already held maintain records of financial transactions skill
  • already held provide financial product information skill
  • already held stock market knowledge
10 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 calculate tax optional
  • optional, not held compare property values optional
  • optional, not held examine credit ratings optional
  • optional, not held implement marketing strategies optional
  • optional, not held manage contracts optional
  • optional, not held monitor stock market optional
  • optional, not held review investment portfolios optional
82 held skills the investment fund management assistant role does not ask for
Skill Type
  • not needed by the target role accounting department processes knowledge
  • not needed by the target role accounting entries knowledge
  • not needed by the target role advise on investment skill
  • not needed by the target role advise on public finance skill
  • not needed by the target role advise on risk management skill
  • not needed by the target role advise on tax planning skill
  • not needed by the target role align efforts towards business development skill
  • not needed by the target role analyse business plans skill
  • not needed by the target role analyse insurance risk skill
  • not needed by the target role assess financial viability skill
  • not needed by the target role bookkeeping regulations knowledge
  • not needed by the target role budget for financial needs skill
  • not needed by the target role budgetary principles knowledge
  • not needed by the target role business loans knowledge
  • not needed by the target role check accounting records skill
  • not needed by the target role collect financial data skill
  • not needed by the target role conduct financial audits skill
  • not needed by the target role control financial resources skill
  • not needed by the target role corporate law knowledge
  • 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 debt collection techniques knowledge
  • not needed by the target role debt systems knowledge
  • not needed by the target role develop company strategies skill
  • not needed by the target role develop financial products skill
  • not needed by the target role draft accounting procedures skill
  • not needed by the target role enforce financial policies skill
  • not needed by the target role ensure compliance with accounting conventions skill
  • not needed by the target role ensure compliance with company regulations skill
  • not needed by the target role ensure cross-department cooperation skill
  • not needed by the target role ensure information transparency skill
  • not needed by the target role estimate profitability skill
  • not needed by the target role ethics knowledge
  • not needed by the target role evaluate budgets skill
  • not needed by the target role execute feasibility study skill
  • not needed by the target role financial analysis knowledge
  • not needed by the target role financial department processes knowledge
  • not needed by the target role financial jurisdiction knowledge
  • not needed by the target role financial management knowledge
  • not needed by the target role follow company standards skill

42 further entries not listed here

3 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 asset management required
  • optional, not held actuarial science optional
  • optional, not held trading software optional
Index

Other moves recorded from financial manager

Full index of moves from financial manager

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.