Table 1Transition record

asset managertoinvestor relations manager

A asset manager already meets 57% of what the investor relations manager role asks for. The move turns on 10 required skills not yet in the profile.

From asset manager

57%

Overlap1

To investor relations manager

24 Skills carried over

10 Required, not held

48.9 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 48.9

This move: 48.9 of 100 · moderate

1 Share of the investor relations 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.

Table 2

Table 2 · What you already bring

Of the 24 skills that carry over, these are the ones fewest other occupations ask for. A investor relations 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 asset management business, administration and law
already held enforce financial policies management skills
already held modern portfolio theory business, administration and law
already held provide support in financial calculation information skills
already held financial analysis business, administration and law
already held review investment portfolios communication, collaboration and creativity

All 24 carried skills, including the 16 the investor relations manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 22 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 investment analysis required
required, not held financial forecasting required
required, not held public relations required
required, not held stock market required

optional, not held investment banking optional
optional, not held business loans optional
optional, not held business valuation techniques optional

02 communication, collaboration and creativity 3 required, 2 supplementary

required, not held build business relationships required
required, not held liaise with shareholders required
required, not held perform public relations required

optional, not held develop professional network optional
optional, not held draft press releases optional

03 information skills 2 required, 2 supplementary

required, not held analyse business plans required
required, not held ensure information transparency required

optional, not held monitor stock market optional
optional, not held synthesise financial information optional

04 generic programmes and qualifications 1 required

required, not held business communication required

05 management skills 5 supplementary

optional, not held develop public relations strategies optional
optional, not held integrate shareholders' interests in business plans optional
optional, not held make strategic business decisions optional
optional, not held manage the handling of promotional materials optional
optional, not held organise press conferences optional

Table 4

Table 4 · Where to start

The 3 entries a investor relations 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 24 skills that carry over

Skill Type

already held advise on financial matters skill
already held analyse financial performance of a company skill
already held analyse market financial trends skill
already held corporate social responsibility knowledge
already held create a financial plan 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 liaise with managers skill
already held modern portfolio theory knowledge
already held securities knowledge
already held strive for company growth skill
already held actuarial science knowledge
already held analyse financial risk skill
already held asset management knowledge
already held interpret financial statements skill
already held obtain financial information skill
already held plan health and safety procedures skill
already held provide support in financial calculation skill
already held review investment portfolios skill

12 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held investment banking optional
optional, not held business loans optional
optional, not held business valuation techniques optional
optional, not held develop professional network optional
optional, not held develop public relations strategies optional
optional, not held draft press releases optional
optional, not held integrate shareholders' interests in business plans optional
optional, not held make strategic business decisions optional
optional, not held manage the handling of promotional materials optional
optional, not held monitor stock market optional
optional, not held organise press conferences optional
optional, not held synthesise financial information optional

16 held skills the investor relations 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 credit control processes knowledge
not needed by the target role develop investment portfolio skill
not needed by the target role examine credit ratings 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 manage financial risk skill
not needed by the target role negotiate loan agreements skill
not needed by the target role negotiate on asset value skill
not needed by the target role perform asset recognition skill
not needed by the target role review closing procedures skill

8 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 business communication required
required, not held financial forecasting required
required, not held public relations required
required, not held stock market required
optional, not held investment banking optional
optional, not held business loans optional
optional, not held business valuation techniques 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.