Table 1Transition record

investment managertoinvestment adviser

A investment manager already meets 58% of what the investment adviser role asks for. The move turns on 9 required skills not yet in the profile.

From investment manager

58%

Overlap1

To investment adviser

27 Skills carried over

9 Required, not held

49.2 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 49.2

This move: 49.2 of 100 · moderate

1 Share of the investment adviser 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 27 skills that carry over, these are the ones fewest other occupations ask for. A investment adviser 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 social bonds business, administration and law
already held impact investing business, administration and law
already held green bonds business, administration and law
already held sustainable finance business, administration and law
already held business valuation techniques business, administration and law
already held apply credit risk policy assisting and caring

All 27 carried skills, including the 14 the investment adviser role treats as required.

Table 3

Table 3 · What you would need to learn

The 21 missing skills fall into 4 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 4 required, 2 supplementary

required, not held monitor bond market required
required, not held assess risks of clients' assets required
required, not held provide support in financial calculation required
required, not held synthesise financial information required

optional, not held consult credit score optional
optional, not held ensure proper document management optional

02 communication, collaboration and creativity 3 required, 5 supplementary

required, not held advise on investment required
required, not held explain financial jargon required
required, not held provide financial product information required

optional, not held identify customer's needs optional
optional, not held promote financial products optional
optional, not held prospect new customers optional
optional, not held build business relationships optional
optional, not held manage contracts optional

03 business, administration and law 2 required, 4 supplementary

required, not held modern portfolio theory required
required, not held securities required

optional, not held fundamental analysis optional
optional, not held principles of insurance optional
optional, not held credit control processes optional
optional, not held types of insurance optional

04 management skills 1 supplementary

optional, not held perform clerical duties optional

Table 4

Table 4 · Where to start

The 3 entries a investment adviser 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 27 skills that carry over

Skill Type

already held advise on financial matters skill
already held analyse financial risk skill
already held analyse market financial trends skill
already held assess financial viability skill
already held asset management knowledge
already held banking activities knowledge
already held financial markets knowledge
already held financial products knowledge
already held funding methods knowledge
already held interpret financial statements skill
already held monitor stock market skill
already held obtain financial information skill
already held review investment portfolios skill
already held stock market knowledge
already held analyse business plans skill
already held analyse financial performance of a company skill
already held apply credit risk policy skill
already held business valuation techniques knowledge
already held communicate with banking professionals skill
already held create a financial plan skill
already held develop investment portfolio skill
already held examine credit ratings skill
already held green bonds knowledge
already held impact investing knowledge
already held perform stock valuation skill
already held social bonds knowledge
already held sustainable finance knowledge

12 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held consult credit score optional
optional, not held fundamental analysis optional
optional, not held identify customer's needs optional
optional, not held principles of insurance optional
optional, not held promote financial products optional
optional, not held prospect new customers optional
optional, not held build business relationships optional
optional, not held credit control processes optional
optional, not held ensure proper document management optional
optional, not held manage contracts optional
optional, not held perform clerical duties optional
optional, not held types of insurance optional

24 held skills the investment adviser role does not ask for

Skill Type

not needed by the target role analyse the credit history of potential customers skill
not needed by the target role apply technical communication skills skill
not needed by the target role corporate law knowledge
not needed by the target role corporate social responsibility knowledge
not needed by the target role enforce financial policies skill
not needed by the target role financial analysis knowledge
not needed by the target role financial forecasting knowledge
not needed by the target role financial management knowledge
not needed by the target role financial statements knowledge
not needed by the target role follow company standards skill
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 liaise with managers 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 plan health and safety procedures skill
not needed by the target role public offering knowledge
not needed by the target role strive for company growth skill
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

6 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 modern portfolio theory required
required, not held securities required
optional, not held fundamental analysis optional
optional, not held principles of insurance optional
optional, not held credit control processes optional
optional, not held types of insurance 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.