Investor relations manager to asset manager
An investor relations manager already meets 66% of what the asset manager role asks for. The move turns on 6 required skills not yet in the profile.
38.3/ 100
1 How much of what an asset manager is expected to do is already part of an investor relations 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 asset manager role is recorded as needing, required and optional together. What these numbers mean.
Why this move works
An asset manager role treats 16 of its required skills as things an investor relations manager already does. You would walk in with these on day one.
- actuarial science
- advise on financial matters
- analyse financial performance of a company
- analyse financial risk
- analyse market financial trends
- asset management
What stands in the way is 6 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 24 skills that carry over, these are the ones fewest other occupations ask for. An asset manager role needs them, and most people applying for one will not have them already. This is the part of an investor relations manager background worth leading with.
- already held asset management business, administration and law
- already held enforce financial policies management skills
- already held modern portfolio theory business, administration and law
- already held provide support in financial calculation information skills
- already held financial analysis business, administration and law
- already held review investment portfolios communication, collaboration and creativity
All 24 carried skills, including the 16 the asset manager role treats as required.
Table 3 · What you may need to learn
The 16 missing skills fall into 5 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 advise on risk management required
- still to learn examine credit ratings required
- still to learn manage financial risk required
- optional, not held consult credit score optional
- still to learn perform asset recognition required
- still to learn develop investment portfolio required
- still to learn handle financial transactions required
- optional, not held exert expenditure control optional
- optional, not held negotiate on asset value optional
- optional, not held review closing procedures optional
- optional, not held apply technical communication skills 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 apply credit risk policy optional
- optional, not held credit control processes optional
Table 4 · Where to start
The 3 entries an asset manager role is least likely to hire without. The ordering is computed from the skill data, not from what pays.
- 01 perform asset recognition practise this
- 02 advise on risk management practise this
- 03 develop investment portfolio 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 24 skills that carry over
- already held actuarial science knowledge
- 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 enforce financial policies 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 modern portfolio theory knowledge
- already held review investment portfolios skill
- already held strive for company growth 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
- already held provide support in financial calculation skill
- already held securities knowledge
10 supplementary skills, helpful but not required
- 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 apply credit risk policy optional
- optional, not held apply technical communication skills 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
22 held skills the asset manager role does not ask for
- not needed by the target role analyse business plans skill
- not needed by the target role build business relationships skill
- not needed by the target role business communication knowledge
- not needed by the target role business loans knowledge
- not needed by the target role business valuation techniques knowledge
- not needed by the target role develop professional network skill
- not needed by the target role develop public relations strategies skill
- not needed by the target role draft press releases skill
- not needed by the target role ensure information transparency skill
- not needed by the target role financial forecasting knowledge
- not needed by the target role integrate shareholders' interests in business plans skill
- not needed by the target role investment analysis knowledge
- not needed by the target role investment banking knowledge
- not needed by the target role liaise with shareholders skill
- not needed by the target role make strategic business decisions skill
- not needed by the target role manage the handling of promotional materials skill
- not needed by the target role monitor stock market skill
- not needed by the target role organise press conferences skill
- not needed by the target role perform public relations skill
- not needed by the target role public relations knowledge
- not needed by the target role stock market knowledge
- not needed by the target role synthesise financial information skill
1 gaps that are knowledge rather than practice
Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.
- optional, not held credit control processes optional
Other moves recorded from investor relations manager
Common questions about this move
Can an investor relations manager become an asset manager?
Yes, and it is a moderate move. An investor relations manager already covers 66% of what an asset manager is expected to do: 24 skills carry over, 16 of which the asset manager role treats as required.
What skills does an investor relations manager need to become an asset manager?
6 required skills are missing, plus 10 optional ones. They fall into 5 areas of the ESCO skill hierarchy, led by information skills. The single most important is perform asset recognition.
How hard is the move from investor relations manager to asset manager?
Its learning distance is 38.3 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.