Table 1Transition record

insurance product managertoinvestment fund manager

A insurance product manager already meets 48% of what the investment fund manager role asks for. The move turns on 12 required skills not yet in the profile.

From insurance product manager

48%

Overlap1

To investment fund manager

21 Skills carried over

12 Required, not held

60.3 Difficulty2

Career overlap Partial match

48%

Learning distance Substantial retraining

60.3/ 100

adjacentmoderatesubstantialcareer change

1 Share of the investment fund manager role’s weighted skill requirement already met by the insurance product 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 manager role treats 18 of its required skills as things a insurance product manager already does. These are the ones it depends on most.

advise on financial matters
analyse financial performance of a company
analyse financial risk
analyse market financial trends
corporate social responsibility
create a financial plan

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 21 skills that carry over, these are the ones fewest other occupations ask for. A investment fund manager role needs them, and most people applying for one will not have them already. This is the part of a insurance product manager background worth leading with.

Skill the target role also needs Area

already held develop financial products management skills
already held develop investment portfolio management skills
already held enforce financial policies management skills
already held modern portfolio theory business, administration and law
already held financial analysis business, administration and law
already held review investment portfolios communication, collaboration and creativity

All 21 carried skills, including the 18 the investment fund manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 36 missing skills fall into 5 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, 12 supplementary

required, not held investment analysis required
required, not held asset management required
required, not held financial markets required
required, not held funding methods required
required, not held securities required
required, not held stock market required

optional, not held green bonds optional
optional, not held impact investing optional
optional, not held investment banking optional
optional, not held social bonds optional
optional, not held sustainable finance optional
optional, not held banking activities optional
optional, not held business loans optional
optional, not held business valuation techniques optional
optional, not held credit control processes optional
optional, not held debt classification optional
optional, not held debt systems optional
optional, not held financial forecasting optional

02 information skills 2 required, 5 supplementary

required, not held monitor stock market required
required, not held perform stock valuation required

optional, not held prepare credit reports optional
optional, not held analyse loans optional
optional, not held consult information sources optional
optional, not held examine credit ratings optional
optional, not held interpret financial statements optional

03 management skills 2 required, 2 supplementary

required, not held control financial resources required
required, not held make investment decisions required

optional, not held manage administrative systems optional
optional, not held manage budgets optional

04 communication, collaboration and creativity 1 required, 5 supplementary

required, not held trade securities required

optional, not held liaise with board members optional
optional, not held negotiate on asset value optional
optional, not held communicate with banking professionals optional
optional, not held liaise with shareholders optional
optional, not held negotiate loan agreements optional

05 natural sciences, mathematics and statistics 1 required

required, not held actuarial science required

Table 4

Table 4 · Where to start

The 3 entries a investment fund 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 21 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 analyse market financial trends skill
already held corporate social responsibility knowledge
already held create a financial plan skill
already held develop financial products skill
already held develop investment portfolio skill
already held enforce financial policies skill
already held financial analysis knowledge
already held financial management knowledge
already held financial products knowledge
already held financial statements knowledge
already held follow company standards skill
already held manage financial risk skill
already held modern portfolio theory knowledge
already held review investment portfolios skill
already held strive for company growth skill
already held liaise with managers skill
already held obtain financial information skill
already held plan health and safety procedures skill

24 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held green bonds optional
optional, not held impact investing optional
optional, not held investment banking optional
optional, not held liaise with board members optional
optional, not held manage administrative systems optional
optional, not held negotiate on asset value optional
optional, not held prepare credit reports optional
optional, not held social bonds optional
optional, not held sustainable finance optional
optional, not held analyse loans optional
optional, not held banking activities optional
optional, not held business loans optional
optional, not held business valuation techniques optional
optional, not held communicate with banking professionals optional
optional, not held consult information sources optional
optional, not held credit control processes optional
optional, not held debt classification optional
optional, not held debt systems optional
optional, not held examine credit ratings optional
optional, not held financial forecasting optional
optional, not held interpret financial statements optional
optional, not held liaise with shareholders optional
optional, not held manage budgets optional
optional, not held negotiate loan agreements optional

18 held skills the investment fund manager role does not ask for

Skill Type

not needed by the target role create cooperation modalities skill
not needed by the target role create insurance policies skill
not needed by the target role deliver a sales pitch skill
not needed by the target role ensure cross-department cooperation skill
not needed by the target role insurance law knowledge
not needed by the target role insurance market knowledge
not needed by the target role manage staff skill
not needed by the target role marketing management knowledge
not needed by the target role perform market research skill
not needed by the target role plan marketing campaigns skill
not needed by the target role principles of insurance knowledge
not needed by the target role promote financial products skill
not needed by the target role recruit employees skill
not needed by the target role sales strategies knowledge
not needed by the target role sell insurance skill
not needed by the target role statistics knowledge
not needed by the target role supervise sales activities skill
not needed by the target role types of insurance knowledge

19 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 actuarial science required
required, not held investment analysis required
required, not held asset management required
required, not held financial markets required
required, not held funding methods required
required, not held securities required
required, not held stock market required
optional, not held green bonds optional
optional, not held impact investing optional
optional, not held investment banking optional
optional, not held social bonds optional
optional, not held sustainable finance optional
optional, not held banking activities optional
optional, not held business loans optional
optional, not held business valuation techniques optional
optional, not held credit control processes optional
optional, not held debt classification optional
optional, not held debt systems optional
optional, not held financial forecasting optional

Index

Other moves recorded from insurance product manager

Full index of moves from insurance product 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.