Table 1Transition record

mergers and acquisitions analysttoasset manager

A mergers and acquisitions analyst already meets 44% of what the asset manager role asks for. The move turns on 12 required skills not yet in the profile.

From mergers and acquisitions analyst

44%

Overlap1

To asset manager

17 Skills carried over

12 Required, not held

58.9 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 58.9

This move: 58.9 of 100 · substantial

1 Share of the asset manager role’s weighted skill requirement already met by the mergers and acquisitions analyst 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 17 skills that carry over, these are the ones fewest other occupations ask for. A asset manager role needs them, and most people applying for one will not have them already. This is the part of a mergers and acquisitions analyst background worth leading with.

Skill the target role also needs Area

already held apply credit risk policy assisting and caring
already held handle financial disputes communication, collaboration and creativity
already held develop investment portfolio management skills
already held examine credit ratings information skills
already held modern portfolio theory business, administration and law
already held provide support in financial calculation information skills

All 17 carried skills, including the 10 the asset manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 23 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 business, administration and law 4 required, 3 supplementary

required, not held corporate social responsibility required
required, not held asset management required
required, not held financial analysis required
required, not held financial markets required

optional, not held credit control processes optional
optional, not held financial management optional
optional, not held funding methods optional

02 management skills 4 required, 2 supplementary

required, not held perform asset recognition required
required, not held enforce financial policies required
required, not held handle financial transactions required
required, not held strive for company growth required

optional, not held exert expenditure control optional
optional, not held plan health and safety procedures optional

03 communication, collaboration and creativity 2 required, 4 supplementary

required, not held advise on financial matters required
required, not held liaise with managers required

optional, not held negotiate on asset value optional
optional, not held review closing procedures optional
optional, not held identify clients' needs optional
optional, not held negotiate loan agreements optional

04 information skills 1 required, 2 supplementary

required, not held advise on risk management required

optional, not held consult credit score optional
optional, not held obtain financial information optional

05 assisting and caring 1 required

required, not held follow company standards required

Table 4

Table 4 · Where to start

The 3 entries a asset 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 17 skills that carry over

Skill Type

already held actuarial science knowledge
already held analyse financial performance of a company skill
already held analyse financial risk skill
already held analyse market financial trends skill
already held develop investment portfolio skill
already held examine credit ratings skill
already held financial statements knowledge
already held manage financial risk skill
already held modern portfolio theory knowledge
already held review investment portfolios skill
already held apply credit risk policy skill
already held apply technical communication skills skill
already held create a financial plan skill
already held handle financial disputes skill
already held interpret financial statements skill
already held provide support in financial calculation skill
already held securities knowledge

11 supplementary skills, helpful but not required

Skill to acquire Tier

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 credit control processes optional
optional, not held exert expenditure control optional
optional, not held financial management optional
optional, not held funding methods optional
optional, not held identify clients' needs optional
optional, not held negotiate loan agreements optional
optional, not held obtain financial information optional
optional, not held plan health and safety procedures optional

18 held skills the asset manager role does not ask for

Skill Type

not needed by the target role accounting knowledge
not needed by the target role analyse business plans skill
not needed by the target role analyse economic trends skill
not needed by the target role assess financial viability skill
not needed by the target role assess risks of clients' assets skill
not needed by the target role budget for financial needs skill
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 conduct financial audits skill
not needed by the target role control financial resources skill
not needed by the target role handle mergers and acquisitions skill
not needed by the target role holding company activities knowledge
not needed by the target role investment banking knowledge
not needed by the target role maintain financial records skill
not needed by the target role make strategic business decisions skill
not needed by the target role manage contracts skill
not needed by the target role mergers and acquisitions knowledge
not needed by the target role provide legal advice on investments skill

7 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 corporate social responsibility required
required, not held asset management required
required, not held financial analysis required
required, not held financial markets required
optional, not held credit control processes optional
optional, not held financial management optional
optional, not held funding methods optional

Index

Other moves recorded from mergers and acquisitions analyst

Full index of moves from mergers and acquisitions analyst

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.