Table 1Transition record

investment managertoasset manager

A investment manager already meets 66% of what the asset manager role asks for. The move turns on 6 required skills not yet in the profile.

From investment manager

66%

Overlap1

To asset manager

24 Skills carried over

6 Required, not held

38.8 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 38.8

This move: 38.8 of 100 · moderate

1 Share of the asset manager role’s weighted skill requirement already met by the investment 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.

Table 2

Table 2 · What you already bring

Of the 24 skills that carry over, these are the ones fewest other occupations ask for. A asset manager role needs them, and most people applying for one will not have them already. This is the part of a investment manager background worth leading with.

Skill the target role also needs Area

already held apply credit risk policy assisting and caring
already held asset management business, administration and law
already held develop investment portfolio management skills
already held enforce financial policies management skills
already held examine credit ratings information skills
already held financial analysis business, administration and law

All 24 carried skills, including the 16 the asset manager 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, 2 supplementary

required, not held advise on risk management required
required, not held manage financial risk required

optional, not held consult credit score optional
optional, not held provide support in financial calculation optional

02 management skills 2 required, 1 supplementary

required, not held perform asset recognition required
required, not held handle financial transactions required

optional, not held exert expenditure control optional

03 business, administration and law 1 required, 2 supplementary

required, not held modern portfolio theory required

optional, not held credit control processes optional
optional, not held securities optional

04 natural sciences, mathematics and statistics 1 required

required, not held actuarial science required

05 communication, collaboration and creativity 5 supplementary

optional, not held negotiate on asset value optional
optional, not held review closing procedures optional
optional, not held handle financial disputes optional
optional, not held identify clients' needs optional
optional, not held negotiate loan agreements optional

Table 4

Table 4 · Where to start

The 3 entries a asset 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 24 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 asset management knowledge
already held corporate social responsibility knowledge
already held develop investment portfolio skill
already held enforce financial policies skill
already held examine credit ratings skill
already held financial analysis knowledge
already held financial markets knowledge
already held financial statements knowledge
already held follow company standards skill
already held liaise with managers skill
already held review investment portfolios skill
already held strive for company growth skill
already held apply credit risk policy skill
already held apply technical communication skills skill
already held create a financial plan skill
already held financial management knowledge
already held funding methods knowledge
already held interpret financial statements skill
already held obtain financial information skill
already held plan health and safety procedures skill

10 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held consult credit score optional
optional, not held negotiate on asset value optional
optional, not held review closing procedures optional
optional, not held credit control processes optional
optional, not held exert expenditure control optional
optional, not held handle financial disputes optional
optional, not held identify clients' needs optional
optional, not held negotiate loan agreements optional
optional, not held provide support in financial calculation optional
optional, not held securities optional

27 held skills the asset manager role does not ask for

Skill Type

not needed by the target role analyse business plans skill
not needed by the target role analyse the credit history of potential customers skill
not needed by the target role assess financial viability skill
not needed by the target role banking activities knowledge
not needed by the target role business valuation techniques knowledge
not needed by the target role communicate with banking professionals skill
not needed by the target role corporate law knowledge
not needed by the target role financial forecasting 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 impact investing knowledge
not needed by the target role investment analysis knowledge
not needed by the target role liaise with financiers skill
not needed by the target role manage budgets skill
not needed by the target role manage corporate bank accounts skill
not needed by the target role manage profitability skill
not needed by the target role manage securities skill
not needed by the target role monitor stock market skill
not needed by the target role perform stock valuation skill
not needed by the target role public offering knowledge
not needed by the target role social bonds knowledge
not needed by the target role stock market knowledge
not needed by the target role sustainable finance knowledge
not needed by the target role tax legislation knowledge
not needed by the target role trade securities skill
not needed by the target role trading software knowledge
not needed by the target role types of pensions 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 actuarial science required
required, not held modern portfolio theory required
optional, not held credit control processes optional
optional, not held securities optional

Index

Other moves recorded from investment manager

Full index of moves from investment 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.