Career Overlap Transition record Edition 1 · ESCO v1.2.1
Table 1Transition record

mergers and acquisitions analysttocorporate investment banker

A mergers and acquisitions analyst already meets 54% of what the corporate investment banker role asks for. The move turns on 9 required skills not yet in the profile.

From mergers and acquisitions analyst
54%
Overlap1
To corporate investment banker
18 Skills carried over
9 Required, not held
47.8 Difficulty2
Career overlap Partial match

54%

Learning distance Real move, short list to learn

47.8/ 100

1 Share of the corporate investment banker 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.

Why

Why this move works

A corporate investment banker role treats 11 of its required skills as things a mergers and acquisitions analyst already does. These are the ones it depends on most.

  • analyse financial performance of a company
  • analyse financial risk
  • business valuation techniques
  • develop investment portfolio
  • examine credit ratings
  • investment banking

What stands in the way is 9 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.

Table 2

Table 2 · What you already bring

Of the 18 skills that carry over, these are the ones fewest other occupations ask for. A corporate investment banker 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 holding company activities business, administration and law
  • already held provide legal advice on investments communication, collaboration and creativity
  • already held business valuation techniques business, administration and law
  • already held mergers and acquisitions business, administration and law
  • already held investment banking business, administration and law
  • already held business loans business, administration and law

All 18 carried skills, including the 11 the corporate investment banker role treats as required.

Table 3

Table 3 · What you would need to learn

The 16 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 6 required, 3 supplementary
  • required, not held management consulting required
  • required, not held asset management required
  • required, not held banking activities required
  • required, not held credit control processes required
  • required, not held funding methods required
  • required, not held stock market required
  • optional, not held fundamental analysis optional
  • optional, not held corporate law optional
  • optional, not held debt systems optional
02 information skills 1 required, 3 supplementary
  • required, not held monitor stock market required
  • optional, not held maintain client debt records optional
  • optional, not held perform debt investigation optional
  • optional, not held perform stock valuation optional
03 communication, collaboration and creativity 1 required
  • required, not held advise on participation in financial markets required
04 social sciences, journalism and information 1 required
  • required, not held economics required
05 management skills 1 supplementary
  • optional, not held manage corporate bank accounts optional
Table 4

Table 4 · Where to start

The 3 entries a corporate investment banker 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 18 skills that carry over
Skill Type
  • already held analyse financial performance of a company skill
  • already held analyse financial risk skill
  • already held business valuation techniques knowledge
  • already held develop investment portfolio skill
  • already held examine credit ratings skill
  • already held investment banking knowledge
  • already held mergers and acquisitions knowledge
  • already held modern portfolio theory knowledge
  • already held provide legal advice on investments skill
  • already held review investment portfolios skill
  • already held securities knowledge
  • already held analyse business plans skill
  • already held business loans knowledge
  • already held financial statements knowledge
  • already held holding company activities knowledge
  • already held interpret financial statements skill
  • already held make strategic business decisions skill
  • already held manage contracts skill
7 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held fundamental analysis optional
  • optional, not held corporate law optional
  • optional, not held debt systems optional
  • optional, not held maintain client debt records optional
  • optional, not held manage corporate bank accounts optional
  • optional, not held perform debt investigation optional
  • optional, not held perform stock valuation optional
17 held skills the corporate investment banker role does not ask for
Skill Type
  • not needed by the target role accounting knowledge
  • not needed by the target role actuarial science knowledge
  • not needed by the target role analyse economic trends skill
  • not needed by the target role analyse market financial trends 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 assess risks of clients' assets skill
  • not needed by the target role budget for financial needs skill
  • 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 create a financial plan skill
  • not needed by the target role handle financial disputes skill
  • not needed by the target role handle mergers and acquisitions skill
  • not needed by the target role maintain financial records skill
  • not needed by the target role manage financial risk skill
  • not needed by the target role provide support in financial calculation skill
10 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 management consulting required
  • required, not held asset management required
  • required, not held banking activities required
  • required, not held credit control processes required
  • required, not held economics required
  • required, not held funding methods required
  • required, not held stock market required
  • optional, not held fundamental analysis optional
  • optional, not held corporate law optional
  • optional, not held debt systems 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.