investment advisertocorporate investment banker
A investment adviser already meets 63% of what the corporate investment banker role asks for. The move turns on 6 required skills not yet in the profile.
63%
39.9/ 100
1 Share of the corporate investment banker role’s weighted skill requirement already met by the investment adviser 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 this move works
A corporate investment banker role treats 14 of its required skills as things a investment adviser already does. These are the ones it depends on most.
- analyse financial performance of a company
- analyse financial risk
- asset management
- banking activities
- business valuation techniques
- credit control processes
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 · What you already bring
Of the 19 skills that carry over, these are the ones fewest other occupations ask for. A corporate investment banker role needs them, and most people applying for one will not have them already. This is the part of a investment adviser background worth leading with.
- already held fundamental analysis business, administration and law
- already held business valuation techniques business, administration and law
- already held asset management business, administration and law
- already held credit control processes business, administration and law
- already held monitor stock market information skills
- already held perform stock valuation information skills
All 19 carried skills, including the 14 the corporate investment banker role treats as required.
Table 3 · What you would need to learn
The 15 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.
- required, not held investment banking required
- required, not held management consulting required
- required, not held mergers and acquisitions required
- optional, not held holding company activities optional
- optional, not held business loans optional
- optional, not held corporate law optional
- optional, not held debt systems optional
- optional, not held financial statements optional
- required, not held advise on participation in financial markets required
- required, not held provide legal advice on investments required
- required, not held economics required
- optional, not held maintain client debt records optional
- optional, not held perform debt investigation optional
- optional, not held make strategic business decisions optional
- optional, not held manage corporate bank accounts optional
Table 4 · Where to start
The 3 entries a corporate investment banker role is least likely to hire without. The ordering is computed from the skill data, not from what pays.
- 01 investment banking knowledge · sector specific
- 02 management consulting knowledge · sector specific
- 03 advise on participation in financial markets skill · cross sector
Each entry opens a course search for that skill. Career Overlap earns nothing from these links.
Appendix · The rest of the record
All 19 skills that carry over
- already held analyse financial performance of a company skill
- already held analyse financial risk skill
- already held asset management knowledge
- already held banking activities knowledge
- already held business valuation techniques knowledge
- already held credit control processes knowledge
- already held develop investment portfolio skill
- already held examine credit ratings skill
- already held funding methods knowledge
- already held modern portfolio theory knowledge
- already held monitor stock market skill
- already held review investment portfolios skill
- already held securities knowledge
- already held stock market knowledge
- already held analyse business plans skill
- already held fundamental analysis knowledge
- already held interpret financial statements skill
- already held manage contracts skill
- already held perform stock valuation skill
9 supplementary skills, helpful but not required
- optional, not held holding company activities optional
- optional, not held business loans optional
- optional, not held corporate law optional
- optional, not held debt systems optional
- optional, not held financial statements optional
- optional, not held maintain client debt records optional
- optional, not held make strategic business decisions optional
- optional, not held manage corporate bank accounts optional
- optional, not held perform debt investigation optional
29 held skills the corporate investment banker role does not ask for
- not needed by the target role advise on financial matters skill
- not needed by the target role advise on investment skill
- not needed by the target role analyse market financial trends skill
- not needed by the target role apply credit risk policy skill
- not needed by the target role assess financial viability skill
- not needed by the target role assess risks of clients' assets skill
- not needed by the target role build business relationships skill
- not needed by the target role communicate with banking professionals skill
- not needed by the target role consult credit score skill
- not needed by the target role create a financial plan skill
- not needed by the target role ensure proper document management skill
- not needed by the target role explain financial jargon skill
- not needed by the target role financial markets knowledge
- not needed by the target role financial products knowledge
- not needed by the target role green bonds knowledge
- not needed by the target role identify customer's needs skill
- not needed by the target role impact investing knowledge
- not needed by the target role monitor bond market skill
- not needed by the target role obtain financial information skill
- not needed by the target role perform clerical duties 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 prospect new customers skill
- not needed by the target role provide financial product information skill
- not needed by the target role provide support in financial calculation skill
- not needed by the target role social bonds knowledge
- not needed by the target role sustainable finance knowledge
- not needed by the target role synthesise financial information skill
- not needed by the target role types of insurance knowledge
9 gaps that are knowledge rather than practice
Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.
- required, not held investment banking required
- required, not held management consulting required
- required, not held economics required
- required, not held mergers and acquisitions required
- optional, not held holding company activities optional
- optional, not held business loans optional
- optional, not held corporate law optional
- optional, not held debt systems optional
- optional, not held financial statements optional
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.