Table 1Transition record

investment managertoinvestment fund manager

A investment manager already meets 71% of what the investment fund manager role asks for. The move turns on 7 required skills not yet in the profile.

From investment manager

71%

Overlap1

To investment fund manager

37 Skills carried over

7 Required, not held

39 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 39

This move: 39 of 100 · moderate

1 Share of the investment fund 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 37 skills that carry over, these are the ones fewest other occupations ask for. A investment fund 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 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 asset management business, administration and law

All 37 carried skills, including the 23 the investment fund manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 20 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 management skills 3 required, 1 supplementary

required, not held develop financial products required
required, not held control financial resources required
required, not held make investment decisions required

optional, not held manage administrative systems optional

02 business, administration and law 2 required, 5 supplementary

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

optional, not held investment banking optional
optional, not held business loans optional
optional, not held credit control processes optional
optional, not held debt classification optional
optional, not held debt systems optional

03 information skills 1 required, 3 supplementary

required, not held manage financial risk required

optional, not held prepare credit reports optional
optional, not held analyse loans optional
optional, not held consult information sources optional

04 natural sciences, mathematics and statistics 1 required

required, not held actuarial science required

05 communication, collaboration and creativity 4 supplementary

optional, not held liaise with board members optional
optional, not held negotiate on asset value optional
optional, not held liaise with shareholders optional
optional, not held negotiate loan agreements optional

Table 4

Table 4 · Where to start

The 3 entries a investment fund 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 37 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 create a financial plan skill
already held develop investment portfolio skill
already held enforce financial policies skill
already held financial analysis knowledge
already held financial management knowledge
already held financial markets knowledge
already held financial products knowledge
already held financial statements knowledge
already held follow company standards skill
already held funding methods knowledge
already held investment analysis knowledge
already held monitor stock market skill
already held perform stock valuation skill
already held review investment portfolios skill
already held stock market knowledge
already held strive for company growth skill
already held trade securities skill
already held banking activities knowledge
already held business valuation techniques knowledge
already held communicate with banking professionals skill
already held examine credit ratings skill
already held financial forecasting knowledge
already held green bonds knowledge
already held impact investing knowledge
already held interpret financial statements skill
already held liaise with managers skill
already held manage budgets skill
already held obtain financial information skill
already held plan health and safety procedures skill
already held social bonds knowledge
already held sustainable finance knowledge

13 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held investment banking optional
optional, not held liaise with board members optional
optional, not held manage administrative systems optional
optional, not held negotiate on asset value optional
optional, not held prepare credit reports optional
optional, not held analyse loans optional
optional, not held business loans optional
optional, not held consult information sources optional
optional, not held credit control processes optional
optional, not held debt classification optional
optional, not held debt systems optional
optional, not held liaise with shareholders optional
optional, not held negotiate loan agreements optional

14 held skills the investment fund 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 apply credit risk policy skill
not needed by the target role apply technical communication skills skill
not needed by the target role assess financial viability skill
not needed by the target role corporate law knowledge
not needed by the target role liaise with financiers 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 public offering knowledge
not needed by the target role tax legislation knowledge
not needed by the target role trading software knowledge
not needed by the target role types of pensions knowledge

8 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
required, not held securities required
optional, not held investment banking optional
optional, not held business loans optional
optional, not held credit control processes optional
optional, not held debt classification optional
optional, not held debt systems 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.