Investor relations manager to investment analyst
An investor relations manager already meets 55% of what the investment analyst role asks for. The move turns on 8 required skills not yet in the profile.
49.4/ 100
1 How much of what an investment analyst 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 investment analyst role is recorded as needing, required and optional together. What these numbers mean.
Why this move works
An investment analyst role treats 13 of its required skills as things an investor relations manager already does. You would walk in with these on day one.
- actuarial science
- analyse financial performance of a company
- analyse market financial trends
- asset management
- financial markets
- funding methods
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 21 skills that carry over, these are the ones fewest other occupations ask for. An investment analyst 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 business valuation techniques business, administration and law
- already held investment banking business, administration and law
- already held asset management business, administration and law
- already held monitor stock market information skills
- already held modern portfolio theory business, administration and law
- already held provide support in financial calculation information skills
All 21 carried skills, including the 13 the investment analyst role treats as required.
Table 3 · What you may need to learn
The 22 missing skills fall into 8 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 fundamental analysis required
- still to learn financial products required
- still to learn international trade required
- optional, not held green bonds optional
- optional, not held impact investing optional
- optional, not held social bonds optional
- optional, not held sustainable finance optional
- optional, not held banking activities optional
- optional, not held credit control processes optional
- optional, not held international financial reporting standards optional
- still to learn economics required
- still to learn quantitative analysis required
- still to learn analyse economic trends required
- optional, not held assess financial viability optional
- optional, not held examine credit ratings optional
- optional, not held perform stock valuation optional
- still to learn data visualisation software required
- optional, not held trading software optional
- still to learn empirical analysis required
- optional, not held communicate with banking professionals optional
2 further areas in the appendix
Table 4 · Where to start
The 3 entries an investment analyst role is least likely to hire without. The ordering is computed from the skill data, not from what pays.
- 01 fundamental analysis study this
- 02 analyse economic trends practise this
- 03 data visualisation software study this
Each entry opens a course search for that skill. Career Overlap earns nothing from these links.
Appendix · The rest of the record
All 21 skills that carry over
- already held actuarial science knowledge
- already held analyse financial performance of a company skill
- already held analyse market financial trends skill
- already held asset management knowledge
- already held financial markets knowledge
- already held funding methods knowledge
- already held modern portfolio theory knowledge
- already held monitor stock market skill
- already held obtain financial information skill
- already held provide support in financial calculation skill
- already held review investment portfolios skill
- already held securities knowledge
- already held stock market knowledge
- already held analyse financial risk skill
- already held business valuation techniques knowledge
- already held corporate social responsibility knowledge
- already held create a financial plan skill
- already held financial forecasting knowledge
- already held financial statements knowledge
- already held interpret financial statements skill
- already held investment banking knowledge
The 2 learning areas not shown above
- optional, not held budget for financial needs optional
- optional, not held Monte Carlo simulation optional
14 supplementary skills, helpful but not required
- optional, not held green bonds optional
- optional, not held impact investing optional
- optional, not held social bonds optional
- optional, not held sustainable finance optional
- optional, not held trading software optional
- optional, not held Monte Carlo simulation optional
- optional, not held assess financial viability optional
- optional, not held banking activities optional
- optional, not held budget for financial needs optional
- optional, not held communicate with banking professionals optional
- optional, not held credit control processes optional
- optional, not held examine credit ratings optional
- optional, not held international financial reporting standards optional
- optional, not held perform stock valuation optional
25 held skills the investment analyst role does not ask for
- not needed by the target role advise on financial matters skill
- 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 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 enforce financial policies skill
- not needed by the target role ensure information transparency skill
- not needed by the target role financial analysis knowledge
- not needed by the target role financial management knowledge
- not needed by the target role follow company standards skill
- 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 liaise with managers skill
- 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 organise press conferences skill
- not needed by the target role perform public relations skill
- not needed by the target role plan health and safety procedures skill
- not needed by the target role public relations knowledge
- not needed by the target role strive for company growth skill
- not needed by the target role synthesise financial information skill
16 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 fundamental analysis required
- still to learn data visualisation software required
- still to learn economics required
- still to learn empirical analysis required
- still to learn financial products required
- still to learn international trade required
- still to learn quantitative analysis required
- optional, not held green bonds optional
- optional, not held impact investing optional
- optional, not held social bonds optional
- optional, not held sustainable finance optional
- optional, not held trading software optional
- optional, not held Monte Carlo simulation optional
- optional, not held banking activities optional
- optional, not held credit control processes optional
- optional, not held international financial reporting standards optional
Other moves recorded from investor relations manager
Common questions about this move
Can an investor relations manager become an investment analyst?
Yes, and it is a moderate move. An investor relations manager already covers 55% of what an investment analyst is expected to do: 21 skills carry over, 13 of which the investment analyst role treats as required.
What skills does an investor relations manager need to become an investment analyst?
8 required skills are missing, plus 14 optional ones. They fall into 8 areas of the ESCO skill hierarchy, led by business, administration and law. The single most important is fundamental analysis.
How hard is the move from investor relations manager to investment analyst?
Its learning distance is 49.4 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.