Career Overlap Transition record
RecordMove

Financial manager to investor relations manager

A financial manager already meets 66% of what the investor relations manager role asks for. The move turns on 6 required skills not yet in the profile.

Fig. 1 · Skill transfer ESCO v1.2.1 · directional
From financial manager
66 % overlap
Strong match
To investor relations manager
25 You already bring
6 Still to learn
46 Skills in the target role2
Learning distance Real move, short list to learn

40.6/ 100

1 How much of what an investor relations manager is expected to do is already part of a financial manager’s work. Directional: the figure for the reverse move differs, because moving into a speciality is not the same problem as moving out of one. 2 Every skill the investor relations manager role is recorded as needing, required and optional together. What these numbers mean.

Why

Why this move works

An investor relations manager role treats 20 of its required skills as things a financial manager already does. You would walk in with these on day one.

  • advise on financial matters
  • analyse business plans
  • analyse financial performance of a company
  • analyse market financial trends
  • create a financial plan
  • enforce financial policies

What stands in the way is 6 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 25 skills that carry over, these are the ones fewest other occupations ask for. An investor relations manager 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 liaise with shareholders communication, collaboration and creativity
  • already held business loans business, administration and law
  • already held ensure information transparency information skills
  • already held enforce financial policies management skills
  • already held investment analysis business, administration and law
  • already held synthesise financial information information skills

All 25 carried skills, including the 20 the investor relations manager role treats as required.

Table 3

Table 3 · What you may need to learn

The 21 missing skills fall into 6 areas of the ESCO skill hierarchy, numbered in the order worth working in. Areas carrying the most required skills come first, and inside each one the required skills sit above the optional ones. Nothing here is a verdict on you: it is a list of what this particular job asks for that your current one does not.

Skill to pick up Tier
01 business, administration and law 3 required, 3 supplementary
  • still to learn corporate social responsibility required
  • still to learn modern portfolio theory required
  • still to learn public relations required
  • optional, not held investment banking optional
  • optional, not held asset management optional
  • optional, not held business valuation techniques optional
02 communication, collaboration and creativity 2 required, 3 supplementary
  • still to learn build business relationships required
  • still to learn perform public relations required
  • optional, not held develop professional network optional
  • optional, not held draft press releases optional
  • optional, not held review investment portfolios optional
03 generic programmes and qualifications 1 required
  • still to learn business communication required
04 management skills 5 supplementary
  • optional, not held develop public relations strategies optional
  • optional, not held integrate shareholders' interests in business plans optional
  • optional, not held manage the handling of promotional materials optional
  • optional, not held organise press conferences optional
  • optional, not held plan health and safety procedures optional
05 information skills 3 supplementary
  • optional, not held monitor stock market optional
  • optional, not held obtain financial information optional
  • optional, not held provide support in financial calculation 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 an investor relations 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 25 skills that carry over
Skill Type
  • already held advise on financial matters skill
  • already held analyse business plans skill
  • already held analyse financial performance of a company skill
  • already held analyse market financial trends skill
  • already held create a financial plan skill
  • already held enforce financial policies skill
  • already held ensure information transparency skill
  • already held financial analysis knowledge
  • already held financial forecasting knowledge
  • already held financial management knowledge
  • already held financial markets knowledge
  • already held financial statements knowledge
  • already held follow company standards skill
  • already held funding methods knowledge
  • already held investment analysis knowledge
  • already held liaise with managers skill
  • already held liaise with shareholders skill
  • already held securities knowledge
  • already held stock market knowledge
  • already held strive for company growth skill
  • already held analyse financial risk skill
  • already held business loans knowledge
  • already held interpret financial statements skill
  • already held make strategic business decisions skill
  • already held synthesise financial information skill
15 supplementary skills, helpful but not required
Skill to pick up Tier
  • optional, not held actuarial science optional
  • optional, not held investment banking optional
  • optional, not held asset management optional
  • optional, not held business valuation techniques optional
  • optional, not held develop professional network optional
  • optional, not held develop public relations strategies optional
  • optional, not held draft press releases optional
  • optional, not held integrate shareholders' interests in business plans optional
  • optional, not held manage the handling of promotional materials optional
  • optional, not held monitor stock market optional
  • optional, not held obtain financial information optional
  • optional, not held organise press conferences optional
  • optional, not held plan health and safety procedures optional
  • optional, not held provide support in financial calculation optional
  • optional, not held review investment portfolios optional
81 held skills the investor relations manager role does not ask for
Skill Type
  • not needed by the target role accounting knowledge
  • 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 accounting techniques 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 insurance risk skill
  • not needed by the target role assess financial viability skill
  • not needed by the target role banking activities knowledge
  • 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 check accounting records skill
  • not needed by the target role collect financial data skill
  • not needed by the target role communicate with banking professionals 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 report 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 economics knowledge
  • 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 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 department processes knowledge
  • not needed by the target role financial jurisdiction knowledge
  • not needed by the target role financial products knowledge
  • not needed by the target role fraud detection knowledge

41 further entries not listed here

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 pick up Tier
  • still to learn corporate social responsibility required
  • still to learn business communication required
  • still to learn modern portfolio theory required
  • still to learn public relations required
  • optional, not held actuarial science optional
  • optional, not held investment banking optional
  • optional, not held asset management optional
  • optional, not held business valuation techniques optional
Index

Other moves recorded from financial manager

Full index of moves from financial manager

FAQ

Common questions about this move

Can a financial manager become an investor relations manager?

Yes, and it is a moderate move. A financial manager already covers 66% of what an investor relations manager is expected to do: 25 skills carry over, 20 of which the investor relations manager role treats as required.

What skills does a financial manager need to become an investor relations manager?

6 required skills are missing, plus 15 optional ones. They fall into 6 areas of the ESCO skill hierarchy, led by business, administration and law. The single most important is corporate social responsibility.

How hard is the move from financial manager to investor relations manager?

Its learning distance is 40.6 out of 100, which is the moderate band. That accounts for both how much is missing and how specialised those skills are.

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.