Table 1Transition record

investment advisertosecurities analyst

A investment adviser already meets 59% of what the securities analyst role asks for. The move turns on 7 required skills not yet in the profile.

From investment adviser

59%

Overlap1

To securities analyst

22 Skills carried over

7 Required, not held

45.7 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 45.7

This move: 45.7 of 100 · moderate

1 Share of the securities analyst 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.

Table 2

Table 2 · What you already bring

Of the 22 skills that carry over, these are the ones fewest other occupations ask for. A securities analyst 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.

Skill the target role also needs Area

already held fundamental analysis business, administration and law
already held advise on investment communication, collaboration and creativity
already held asset management business, administration and law
already held consult credit score information skills
already held monitor stock market information skills
already held perform stock valuation information skills

All 22 carried skills, including the 14 the securities analyst role treats as required.

Table 3

Table 3 · What you would need to learn

The 20 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 3 required, 2 supplementary

required, not held analyse economic trends required
required, not held collect financial data required
required, not held consult information sources required

optional, not held forecast economic trends optional
optional, not held provide cost benefit analysis reports optional

02 social sciences, journalism and information 2 required

required, not held economics required
required, not held quantitative analysis required

03 business, administration and law 1 required, 5 supplementary

required, not held investment analysis required

optional, not held commercial law optional
optional, not held cryptocurrency optional
optional, not held investment banking optional
optional, not held financial statements optional
optional, not held international financial reporting standards optional

04 natural sciences, mathematics and statistics 1 required, 2 supplementary

required, not held actuarial science required

optional, not held Monte Carlo simulation optional
optional, not held statistics optional

05 communication, collaboration and creativity 3 supplementary

optional, not held liaise with board members optional
optional, not held liaise with managers optional
optional, not held present reports optional

06 management skills 1 supplementary

optional, not held handle financial transactions optional

Table 4

Table 4 · Where to start

The 3 entries a securities analyst 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 22 skills that carry over

Skill Type

already held advise on investment skill
already held analyse financial risk skill
already held analyse market financial trends skill
already held asset management knowledge
already held develop investment portfolio skill
already held financial markets knowledge
already held financial products knowledge
already held fundamental analysis knowledge
already held modern portfolio theory knowledge
already held monitor stock market skill
already held obtain financial information skill
already held review investment portfolios skill
already held securities knowledge
already held stock market knowledge
already held advise on financial matters skill
already held banking activities knowledge
already held communicate with banking professionals skill
already held consult credit score skill
already held create a financial plan skill
already held examine credit ratings skill
already held interpret financial statements skill
already held perform stock valuation skill

13 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held commercial law optional
optional, not held cryptocurrency optional
optional, not held investment banking optional
optional, not held liaise with board members optional
optional, not held Monte Carlo simulation optional
optional, not held financial statements optional
optional, not held forecast economic trends optional
optional, not held handle financial transactions optional
optional, not held international financial reporting standards optional
optional, not held liaise with managers optional
optional, not held present reports optional
optional, not held provide cost benefit analysis reports optional
optional, not held statistics optional

26 held skills the securities analyst role does not ask for

Skill Type

not needed by the target role analyse business plans skill
not needed by the target role analyse financial performance of a company 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 business valuation techniques knowledge
not needed by the target role credit control processes knowledge
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 funding methods 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 manage contracts skill
not needed by the target role monitor bond market 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

11 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 economics required
required, not held quantitative analysis required
optional, not held commercial law optional
optional, not held cryptocurrency optional
optional, not held investment banking optional
optional, not held Monte Carlo simulation optional
optional, not held financial statements optional
optional, not held international financial reporting standards optional
optional, not held statistics optional

Index

Other moves recorded from investment adviser

Full index of moves from investment adviser

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.