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

asset managertoinvestment fund manager

A asset manager already meets 60% of what the investment fund manager role asks for. The move turns on 9 required skills not yet in the profile.

From asset manager
60%
Overlap1
To investment fund manager
29 Skills carried over
9 Required, not held
49.6 Difficulty2
Career overlap Strong match

60%

Learning distance Real move, short list to learn

49.6/ 100

1 Share of the investment fund manager role’s weighted skill requirement already met by the asset manager 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 investment fund manager role treats 21 of its required skills as things a asset manager already does. These are the ones it depends on most.

  • 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 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 29 skills that carry over, these are the ones fewest other occupations ask for. A investment fund manager role needs them, and most people applying for one will not have them already. This is the part of a asset manager background worth leading with.

Skill the target role also needs Area
  • already held negotiate loan agreements communication, collaboration and creativity
  • already held negotiate on asset value communication, collaboration and creativity
  • already held asset management business, administration and law
  • already held credit control processes business, administration and law
  • already held develop investment portfolio management skills
  • already held enforce financial policies management skills

All 29 carried skills, including the 21 the investment fund manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 28 missing skills fall into 4 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 3 required, 11 supplementary
  • required, not held investment analysis required
  • required, not held financial products required
  • required, not held stock market required
  • optional, not held green bonds optional
  • optional, not held impact investing optional
  • optional, not held investment banking optional
  • optional, not held social bonds optional
  • optional, not held sustainable finance optional
  • optional, not held banking activities optional
  • optional, not held business loans optional
  • optional, not held business valuation techniques optional
  • optional, not held debt classification optional
  • optional, not held debt systems optional
  • optional, not held financial forecasting optional
02 management skills 3 required, 2 supplementary
  • required, not held develop financial products required
  • required, not held control financial resources required
  • required, not held make investment decisions required
  • optional, not held manage administrative systems optional
  • optional, not held manage budgets optional
03 information skills 2 required, 3 supplementary
  • required, not held monitor stock market required
  • required, not held perform stock valuation required
  • optional, not held prepare credit reports optional
  • optional, not held analyse loans optional
  • optional, not held consult information sources optional
04 communication, collaboration and creativity 1 required, 3 supplementary
  • required, not held trade securities required
  • optional, not held liaise with board members optional
  • optional, not held communicate with banking professionals optional
  • optional, not held liaise with shareholders optional
Table 4

Table 4 · Where to start

The 3 entries a investment fund 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 29 skills that carry over
Skill Type
  • 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 create a financial plan skill
  • already held develop investment portfolio skill
  • already held enforce financial policies skill
  • already held financial analysis knowledge
  • already held financial management knowledge
  • already held financial markets knowledge
  • already held financial statements knowledge
  • already held follow company standards skill
  • already held funding methods knowledge
  • already held manage financial risk skill
  • already held modern portfolio theory knowledge
  • already held review investment portfolios skill
  • already held securities knowledge
  • already held strive for company growth skill
  • already held credit control processes knowledge
  • already held examine credit ratings skill
  • already held interpret financial statements skill
  • already held liaise with managers skill
  • already held negotiate loan agreements skill
  • already held negotiate on asset value skill
  • already held obtain financial information skill
  • already held plan health and safety procedures skill
19 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held green bonds optional
  • optional, not held impact investing optional
  • optional, not held investment banking optional
  • optional, not held liaise with board members optional
  • optional, not held manage administrative systems optional
  • optional, not held prepare credit reports optional
  • optional, not held social bonds optional
  • optional, not held sustainable finance optional
  • optional, not held analyse loans optional
  • optional, not held banking activities optional
  • optional, not held business loans optional
  • optional, not held business valuation techniques optional
  • optional, not held communicate with banking professionals optional
  • optional, not held consult information sources optional
  • optional, not held debt classification optional
  • optional, not held debt systems optional
  • optional, not held financial forecasting optional
  • optional, not held liaise with shareholders optional
  • optional, not held manage budgets optional
11 held skills the investment fund manager role does not ask for
Skill Type
  • not needed by the target role advise on risk management 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 consult credit score skill
  • not needed by the target role exert expenditure control skill
  • not needed by the target role handle financial disputes skill
  • not needed by the target role handle financial transactions skill
  • not needed by the target role identify clients' needs skill
  • not needed by the target role perform asset recognition skill
  • not needed by the target role provide support in financial calculation skill
  • not needed by the target role review closing procedures skill
14 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 investment analysis required
  • required, not held financial products required
  • required, not held stock market required
  • optional, not held green bonds optional
  • optional, not held impact investing optional
  • optional, not held investment banking optional
  • optional, not held social bonds optional
  • optional, not held sustainable finance optional
  • optional, not held banking activities optional
  • optional, not held business loans optional
  • optional, not held business valuation techniques optional
  • optional, not held debt classification optional
  • optional, not held debt systems optional
  • optional, not held financial forecasting optional
Index

Other moves recorded from asset manager

Full index of moves from asset manager

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.