Fundraising manager to investor relations manager
A fundraising manager already meets 47% of what the investor relations manager role asks for. The move turns on 12 required skills not yet in the profile.
58.3/ 100
1 How much of what an investor relations manager is expected to do is already part of a fundraising 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 this move works
An investor relations manager role treats 14 of its required skills as things a fundraising manager already does. You would walk in with these on day one.
- advise on financial matters
- analyse financial performance of a company
- analyse market financial trends
- corporate social responsibility
- create a financial plan
- enforce financial policies
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 · What you already bring
Of the 18 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 fundraising manager background worth leading with.
- already held develop public relations strategies management skills
- already held manage the handling of promotional materials management skills
- already held public relations business, administration and law
- already held enforce financial policies management skills
- already held financial analysis business, administration and law
- already held analyse financial performance of a company information skills
All 18 carried skills, including the 14 the investor relations manager role treats as required.
Table 3 · What you may need to learn
The 28 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.
- still to learn investment analysis required
- still to learn financial forecasting required
- still to learn financial markets required
- still to learn modern portfolio theory required
- still to learn securities required
- still to learn stock market required
- optional, not held investment banking optional
- optional, not held asset management optional
- optional, not held business loans optional
- optional, not held business valuation techniques optional
- still to learn build business relationships required
- still to learn liaise with shareholders required
- still to learn perform public relations required
- optional, not held draft press releases optional
- optional, not held review investment portfolios optional
- still to learn analyse business plans required
- still to learn ensure information transparency required
- optional, not held analyse financial risk optional
- optional, not held interpret financial statements optional
- optional, not held monitor stock market optional
- optional, not held obtain financial information optional
- optional, not held provide support in financial calculation optional
- optional, not held synthesise financial information optional
- still to learn business communication required
- optional, not held integrate shareholders' interests in business plans optional
- optional, not held make strategic business decisions optional
- optional, not held organise press conferences optional
- optional, not held actuarial science optional
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.
- 01 investment analysis study this
- 02 analyse business plans practise this
- 03 build business relationships practise this
Each entry opens a course search for that skill. Career Overlap earns nothing from these links.
Appendix · The rest of the record
All 18 skills that carry over
- already held advise on financial matters skill
- already held analyse financial performance of a company skill
- already held analyse market financial trends skill
- already held corporate social responsibility knowledge
- already held create a financial plan skill
- already held enforce financial policies skill
- already held financial analysis knowledge
- already held financial management knowledge
- already held financial statements knowledge
- already held follow company standards skill
- already held funding methods knowledge
- already held liaise with managers skill
- already held public relations knowledge
- already held strive for company growth skill
- already held develop professional network skill
- already held develop public relations strategies skill
- already held manage the handling of promotional materials skill
- already held plan health and safety procedures skill
16 supplementary skills, helpful but not required
- optional, not held actuarial science optional
- optional, not held investment banking optional
- optional, not held analyse financial risk optional
- optional, not held asset management optional
- optional, not held business loans optional
- optional, not held business valuation techniques optional
- optional, not held draft press releases optional
- optional, not held integrate shareholders' interests in business plans optional
- optional, not held interpret financial statements optional
- optional, not held make strategic business decisions 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 provide support in financial calculation optional
- optional, not held review investment portfolios optional
- optional, not held synthesise financial information optional
26 held skills the investor relations manager role does not ask for
- not needed by the target role apply for government funding skill
- not needed by the target role carry out strategic research skill
- not needed by the target role content marketing strategy knowledge
- not needed by the target role coordinate advertising campaigns skill
- not needed by the target role coordinate events skill
- not needed by the target role deliver a sales pitch skill
- not needed by the target role develop promotional tools skill
- not needed by the target role establish contact with potential donors skill
- not needed by the target role execute feasibility study skill
- not needed by the target role fix meetings skill
- not needed by the target role inform on government funding skill
- not needed by the target role manage accounts skill
- not needed by the target role manage budgets skill
- not needed by the target role manage donor database skill
- not needed by the target role manage fundraising activities skill
- not needed by the target role manage government-funded programmes skill
- not needed by the target role manage staff skill
- not needed by the target role manage volunteers skill
- not needed by the target role monitor charity's budget skill
- not needed by the target role perform fundraising activities skill
- not needed by the target role perform project management skill
- not needed by the target role recruit employees skill
- not needed by the target role social media marketing techniques knowledge
- not needed by the target role train employees skill
- not needed by the target role use consulting techniques skill
- not needed by the target role write charity grant proposals skill
12 gaps that are knowledge rather than practice
Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.
- still to learn investment analysis required
- still to learn business communication required
- still to learn financial forecasting required
- still to learn financial markets required
- still to learn modern portfolio theory required
- still to learn securities required
- still to learn stock market required
- optional, not held actuarial science optional
- optional, not held investment banking optional
- optional, not held asset management optional
- optional, not held business loans optional
- optional, not held business valuation techniques optional
Common questions about this move
Can a fundraising manager become an investor relations manager?
Yes, and it is a substantial move. A fundraising manager already covers 47% of what an investor relations manager is expected to do: 18 skills carry over, 14 of which the investor relations manager role treats as required.
What skills does a fundraising manager need to become an investor relations manager?
12 required skills are missing, plus 16 optional ones. They fall into 6 areas of the ESCO skill hierarchy, led by business, administration and law. The single most important is investment analysis.
How hard is the move from fundraising manager to investor relations manager?
Its learning distance is 58.3 out of 100, which is the substantial band. That accounts for both how much is missing and how specialised those skills are.
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.