Investment manager to investor relations manager
An investment manager already meets 63% of what the investor relations manager role asks for. The move turns on 8 required skills not yet in the profile.
42.9/ 100
1 How much of what an investor relations manager is expected to do is already part of an investment manager’s work. Directional: the figure for the reverse move differs, because moving into a speciality is not the same problem as moving out of one. 2 Every skill the investor relations manager role is recorded as needing, required and optional together. What these numbers mean.
Why this move works
An investor relations manager role treats 18 of its required skills as things an investment manager already does. You would walk in with these on day one.
- advise on financial matters
- analyse business plans
- analyse financial performance of a company
- analyse market financial trends
- corporate social responsibility
- create a financial plan
What stands in the way is 8 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.
Table 2 · What you already bring
Of the 26 skills that carry over, these are the ones fewest other occupations ask for. An investor relations manager role needs them, and most people applying for one will not have them already. This is the part of an investment manager background worth leading with.
- already held business valuation techniques business, administration and law
- already held asset management business, administration and law
- already held monitor stock market information skills
- already held enforce financial policies management skills
- already held investment analysis business, administration and law
- already held stock market business, administration and law
All 26 carried skills, including the 18 the investor relations manager role treats as required.
Table 3 · What you may need to learn
The 20 missing skills fall into 6 areas of the ESCO skill hierarchy, numbered in the order worth working in. Areas carrying the most required skills come first, and inside each one the required skills sit above the optional ones. Nothing here is a verdict on you: it is a list of what this particular job asks for that your current one does not.
- still to learn modern portfolio theory required
- still to learn public relations required
- still to learn securities required
- optional, not held investment banking optional
- optional, not held business loans optional
- still to learn build business relationships required
- still to learn liaise with shareholders required
- still to learn perform public relations required
- optional, not held develop professional network optional
- optional, not held draft press releases optional
- still to learn ensure information transparency required
- optional, not held provide support in financial calculation optional
- optional, not held synthesise financial information optional
- still to learn business communication required
- optional, not held develop public relations strategies optional
- optional, not held integrate shareholders' interests in business plans optional
- optional, not held make strategic business decisions optional
- optional, not held manage the handling of promotional materials optional
- optional, not held organise press conferences optional
- optional, not held actuarial science optional
Table 4 · Where to start
The 3 entries an investor relations manager role is least likely to hire without. The ordering is computed from the skill data, not from what pays.
- 01 build business relationships practise this
- 02 business communication study this
- 03 ensure information transparency practise this
Each entry opens a course search for that skill. Career Overlap earns nothing from these links.
Appendix · The rest of the record
All 26 skills that carry over
- already held advise on financial matters skill
- already held analyse business plans skill
- already held analyse financial performance of a company skill
- already held analyse market financial trends skill
- already held corporate social responsibility knowledge
- already held create a financial plan skill
- already held enforce financial policies skill
- already held financial analysis knowledge
- already held financial forecasting knowledge
- already held financial management knowledge
- already held financial markets knowledge
- already held financial statements knowledge
- already held follow company standards skill
- already held funding methods knowledge
- already held investment analysis knowledge
- already held liaise with managers skill
- already held stock market knowledge
- already held strive for company growth skill
- already held analyse financial risk skill
- already held asset management knowledge
- already held business valuation techniques knowledge
- already held interpret financial statements skill
- already held monitor stock market skill
- already held obtain financial information skill
- already held plan health and safety procedures skill
- already held review investment portfolios skill
12 supplementary skills, helpful but not required
- optional, not held actuarial science optional
- optional, not held investment banking optional
- optional, not held business loans optional
- optional, not held develop professional network optional
- optional, not held develop public relations strategies optional
- optional, not held draft press releases optional
- optional, not held integrate shareholders' interests in business plans optional
- optional, not held make strategic business decisions optional
- optional, not held manage the handling of promotional materials optional
- optional, not held organise press conferences optional
- optional, not held provide support in financial calculation optional
- optional, not held synthesise financial information optional
25 held skills the investor relations manager role does not ask for
- 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 banking activities 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 develop investment portfolio skill
- not needed by the target role examine credit ratings skill
- 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 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 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 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
7 gaps that are knowledge rather than practice
Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.
- still to learn business communication required
- still to learn modern portfolio theory required
- still to learn public relations required
- still to learn securities required
- optional, not held actuarial science optional
- optional, not held investment banking optional
- optional, not held business loans optional
Common questions about this move
Can an investment manager become an investor relations manager?
Yes, and it is a moderate move. An investment manager already covers 63% of what an investor relations manager is expected to do: 26 skills carry over, 18 of which the investor relations manager role treats as required.
What skills does an investment manager need to become an investor relations manager?
8 required skills are missing, plus 12 optional ones. They fall into 6 areas of the ESCO skill hierarchy, led by business, administration and law. The single most important is build business relationships.
How hard is the move from investment manager to investor relations manager?
Its learning distance is 42.9 out of 100, which is the moderate band. That accounts for both how much is missing and how specialised those skills are.
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.