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

securities tradertosecurities analyst

A securities trader already meets 68% of what the securities analyst role asks for. The move turns on 5 required skills not yet in the profile.

From securities trader
68%
Overlap1
To securities analyst
25 Skills carried over
5 Required, not held
37.6 Difficulty2
Career overlap Strong match

68%

Learning distance Real move, short list to learn

37.6/ 100

1 Share of the securities analyst role’s weighted skill requirement already met by the securities trader 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 securities analyst role treats 16 of its required skills as things a securities trader already does. These are the ones it depends on most.

  • actuarial science
  • advise on investment
  • analyse economic trends
  • analyse financial risk
  • analyse market financial trends
  • develop investment portfolio

What stands in the way is 5 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 25 skills that carry over, these are the ones fewest other occupations ask for. A securities analyst role needs them, and most people applying for one will not have them already. This is the part of a securities trader background worth leading with.

Skill the target role also needs Area
  • already held advise on investment communication, collaboration and creativity
  • already held monitor stock market information skills
  • already held perform stock valuation information skills
  • already held forecast economic trends information skills
  • already held develop investment portfolio management skills
  • already held examine credit ratings information skills

All 25 carried skills, including the 16 the securities analyst role treats as required.

Table 3

Table 3 · What you would need to learn

The 17 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 2 required, 5 supplementary
  • required, not held fundamental analysis required
  • required, not held asset management required
  • optional, not held commercial law optional
  • optional, not held cryptocurrency optional
  • optional, not held investment banking optional
  • optional, not held financial statements optional
  • optional, not held international financial reporting standards optional
02 information skills 2 required, 2 supplementary
  • required, not held collect financial data required
  • required, not held consult information sources required
  • optional, not held consult credit score optional
  • optional, not held provide cost benefit analysis reports optional
03 social sciences, journalism and information 1 required
  • required, not held quantitative analysis required
04 communication, collaboration and creativity 4 supplementary
  • optional, not held liaise with board members optional
  • optional, not held communicate with banking professionals optional
  • optional, not held liaise with managers optional
  • optional, not held present reports optional
05 natural sciences, mathematics and statistics 1 supplementary
  • optional, not held Monte Carlo simulation optional
Table 4

Table 4 · Where to start

The 3 entries a securities analyst 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 25 skills that carry over
Skill Type
  • already held actuarial science knowledge
  • already held advise on investment skill
  • already held analyse economic trends skill
  • already held analyse financial risk skill
  • already held analyse market financial trends skill
  • already held develop investment portfolio skill
  • already held economics knowledge
  • already held financial markets knowledge
  • already held financial products knowledge
  • already held investment analysis knowledge
  • already held modern portfolio theory knowledge
  • already held monitor stock market skill
  • already held obtain financial information skill
  • already held review investment portfolios skill
  • already held securities knowledge
  • already held stock market knowledge
  • already held advise on financial matters skill
  • already held banking activities knowledge
  • already held create a financial plan skill
  • already held examine credit ratings skill
  • already held forecast economic trends skill
  • already held handle financial transactions skill
  • already held interpret financial statements skill
  • already held perform stock valuation skill
  • already held statistics knowledge
12 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held commercial law optional
  • optional, not held consult credit score optional
  • optional, not held cryptocurrency optional
  • optional, not held investment banking optional
  • optional, not held liaise with board members optional
  • optional, not held Monte Carlo simulation optional
  • optional, not held communicate with banking professionals optional
  • optional, not held financial statements optional
  • optional, not held international financial reporting standards optional
  • optional, not held liaise with managers optional
  • optional, not held present reports optional
  • optional, not held provide cost benefit analysis reports optional
13 held skills the securities analyst role does not ask for
Skill Type
  • not needed by the target role accounting techniques knowledge
  • not needed by the target role communicate with customers skill
  • not needed by the target role financial jurisdiction knowledge
  • not needed by the target role maintain records of financial transactions skill
  • not needed by the target role make investment decisions skill
  • not needed by the target role offer financial services skill
  • not needed by the target role office software knowledge
  • not needed by the target role perform financial market business skill
  • not needed by the target role provide financial product information skill
  • not needed by the target role tax legislation knowledge
  • not needed by the target role trace financial transactions skill
  • not needed by the target role trade securities skill
  • not needed by the target role write work-related reports skill
9 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 fundamental analysis required
  • required, not held asset management required
  • required, not held quantitative analysis required
  • optional, not held commercial law optional
  • optional, not held cryptocurrency optional
  • optional, not held investment banking optional
  • optional, not held Monte Carlo simulation optional
  • optional, not held financial statements optional
  • optional, not held international financial reporting standards optional
Index
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.