Career Overlap Transition record Edition 1 · ESCO v1.2.1
Table 1Transition record

investment analysttosecurities analyst

A investment analyst already meets 69% of what the securities analyst role asks for. The move turns on 5 required skills not yet in the profile.

From investment analyst
69%
Overlap1
To securities analyst
26 Skills carried over
5 Required, not held
36.8 Difficulty2
Career overlap Strong match

69%

Learning distance Real move, short list to learn

36.8/ 100

1 Share of the securities analyst role’s weighted skill requirement already met by the investment analyst 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 securities analyst role treats 16 of its required skills as things a investment analyst already does. These are the ones it depends on most.

  • actuarial science
  • analyse economic trends
  • analyse financial risk
  • analyse market financial trends
  • asset management
  • economics

What stands in the way is 5 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 26 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 analyst background worth leading with.

Skill the target role also needs Area
  • already held fundamental analysis business, administration and law
  • already held Monte Carlo simulation natural sciences, mathematics and statistics
  • already held international financial reporting standards business, administration and law
  • already held investment banking business, administration and law
  • already held asset management business, administration and law
  • already held quantitative analysis social sciences, journalism and information

All 26 carried skills, including the 16 the securities analyst role treats as required.

Table 3

Table 3 · What you would need to learn

The 16 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 information skills 2 required, 3 supplementary
  • required, not held collect financial data required
  • required, not held consult information sources required
  • optional, not held consult credit score optional
  • optional, not held forecast economic trends optional
  • optional, not held provide cost benefit analysis reports optional
02 communication, collaboration and creativity 1 required, 4 supplementary
  • required, not held advise on investment required
  • optional, not held liaise with board members optional
  • optional, not held advise on financial matters optional
  • optional, not held liaise with managers optional
  • optional, not held present reports optional
03 business, administration and law 1 required, 2 supplementary
  • required, not held investment analysis required
  • optional, not held commercial law optional
  • optional, not held cryptocurrency optional
04 management skills 1 required, 1 supplementary
  • required, not held develop investment portfolio required
  • optional, not held handle financial transactions optional
05 natural sciences, mathematics and statistics 1 supplementary
  • optional, not held statistics 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 26 skills that carry over
Skill Type
  • already held actuarial science knowledge
  • already held analyse economic trends skill
  • already held analyse financial risk skill
  • already held analyse market financial trends skill
  • already held asset management knowledge
  • already held economics knowledge
  • 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 quantitative analysis knowledge
  • already held review investment portfolios skill
  • already held securities knowledge
  • already held stock market knowledge
  • already held Monte Carlo simulation knowledge
  • already held banking activities knowledge
  • already held communicate with banking professionals skill
  • already held create a financial plan skill
  • already held examine credit ratings skill
  • already held financial statements knowledge
  • already held international financial reporting standards knowledge
  • already held interpret financial statements skill
  • already held investment banking knowledge
  • already held perform stock valuation skill
11 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held commercial law optional
  • optional, not held consult credit score optional
  • optional, not held cryptocurrency optional
  • optional, not held liaise with board members optional
  • optional, not held advise on financial matters optional
  • optional, not held forecast economic trends optional
  • optional, not held handle financial transactions 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
17 held skills the securities analyst role does not ask for
Skill Type
  • not needed by the target role analyse financial performance of a company skill
  • not needed by the target role assess financial viability skill
  • not needed by the target role budget for financial needs skill
  • not needed by the target role business valuation techniques knowledge
  • not needed by the target role corporate social responsibility knowledge
  • not needed by the target role credit control processes knowledge
  • not needed by the target role data visualisation software knowledge
  • not needed by the target role empirical analysis knowledge
  • not needed by the target role financial forecasting knowledge
  • not needed by the target role funding methods knowledge
  • not needed by the target role green bonds knowledge
  • not needed by the target role impact investing knowledge
  • not needed by the target role international trade knowledge
  • 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 trading software knowledge
4 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 investment analysis required
  • optional, not held commercial law optional
  • optional, not held cryptocurrency optional
  • optional, not held statistics optional
Index

Other moves recorded from investment analyst

Full index of moves from investment analyst

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.