Table 1Transition record

business valuertoinvestment manager

A business valuer already meets 31% of what the investment manager role asks for. The move turns on 19 required skills not yet in the profile.

From business valuer

31%

Overlap1

To investment manager

14 Skills carried over

19 Required, not held

72.8 Difficulty2

Career overlap Distant match

31%

Learning distance Substantial retraining

72.8/ 100

adjacentmoderatesubstantialcareer change

1 Share of the investment manager role’s weighted skill requirement already met by the business valuer 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 manager role treats 10 of its required skills as things a business valuer already does. These are the ones it depends on most.

analyse business plans
financial statements
interpret financial statements
investment analysis
liaise with financiers
liaise with managers

What stands in the way is 19 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 14 skills that carry over, these are the ones fewest other occupations ask for. A investment manager role needs them, and most people applying for one will not have them already. This is the part of a business valuer background worth leading with.

Skill the target role also needs Area

already held public offering business, administration and law
already held business valuation techniques business, administration and law
already held trade securities communication, collaboration and creativity
already held perform stock valuation information skills
already held liaise with financiers communication, collaboration and creativity
already held investment analysis business, administration and law

All 14 carried skills, including the 10 the investment manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 37 missing skills fall into 6 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 7 required, 7 supplementary

required, not held corporate social responsibility required
required, not held asset management required
required, not held banking activities required
required, not held financial analysis required
required, not held financial management required
required, not held financial products required
required, not held funding methods required

optional, not held green bonds optional
optional, not held impact investing optional
optional, not held social bonds optional
optional, not held sustainable finance optional
optional, not held corporate law optional
optional, not held financial forecasting optional
optional, not held types of pensions optional

02 information skills 6 required, 2 supplementary

required, not held analyse financial performance of a company required
required, not held analyse financial risk required
required, not held analyse market financial trends required
required, not held assess financial viability required
required, not held monitor stock market required
required, not held obtain financial information required

optional, not held analyse the credit history of potential customers optional
optional, not held examine credit ratings optional

03 management skills 4 required, 5 supplementary

required, not held develop investment portfolio required
required, not held enforce financial policies required
required, not held manage securities required
required, not held strive for company growth required

optional, not held create a financial plan optional
optional, not held manage budgets optional
optional, not held manage corporate bank accounts optional
optional, not held manage profitability optional
optional, not held plan health and safety procedures optional

04 communication, collaboration and creativity 1 required, 2 supplementary

required, not held advise on financial matters required

optional, not held apply technical communication skills optional
optional, not held communicate with banking professionals optional

05 assisting and caring 1 required, 1 supplementary

required, not held follow company standards required

optional, not held apply credit risk policy optional

06 information and communication technologies (icts) 1 supplementary

optional, not held trading software optional

Table 4

Table 4 · Where to start

The 3 entries a investment 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 14 skills that carry over

Skill Type

already held analyse business plans skill
already held financial statements knowledge
already held interpret financial statements skill
already held investment analysis knowledge
already held liaise with financiers skill
already held liaise with managers skill
already held public offering knowledge
already held review investment portfolios skill
already held stock market knowledge
already held trade securities skill
already held business valuation techniques knowledge
already held financial markets knowledge
already held perform stock valuation skill
already held tax legislation knowledge

18 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 social bonds optional
optional, not held sustainable finance optional
optional, not held trading software optional
optional, not held analyse the credit history of potential customers optional
optional, not held apply credit risk policy optional
optional, not held apply technical communication skills optional
optional, not held communicate with banking professionals optional
optional, not held corporate law optional
optional, not held create a financial plan optional
optional, not held examine credit ratings optional
optional, not held financial forecasting optional
optional, not held manage budgets optional
optional, not held manage corporate bank accounts optional
optional, not held manage profitability optional
optional, not held plan health and safety procedures optional
optional, not held types of pensions optional

26 held skills the investment manager role does not ask for

Skill Type

not needed by the target role advise on bankruptcy proceedings skill
not needed by the target role advise on property value skill
not needed by the target role advise on tax planning skill
not needed by the target role apply strategic thinking skill
not needed by the target role assist with litigation matters skill
not needed by the target role business law knowledge
not needed by the target role compare property values skill
not needed by the target role create a financial report skill
not needed by the target role determine resale value of items skill
not needed by the target role disseminate information on tax legislation skill
not needed by the target role estimate value of used goods skill
not needed by the target role insolvency law knowledge
not needed by the target role intellectual property law knowledge
not needed by the target role investment banking knowledge
not needed by the target role manage brand assets skill
not needed by the target role market pricing knowledge
not needed by the target role mergers and acquisitions knowledge
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 pricing strategies knowledge
not needed by the target role property law knowledge
not needed by the target role security of assets legislation knowledge
not needed by the target role strategic planning knowledge
not needed by the target role use consulting techniques skill
not needed by the target role value properties skill
not needed by the target role value-added tax law knowledge

15 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 banking activities required
required, not held financial analysis required
required, not held financial management required
required, not held financial products required
required, not held funding methods required
optional, not held green bonds optional
optional, not held impact investing optional
optional, not held social bonds optional
optional, not held sustainable finance optional
optional, not held trading software optional
optional, not held corporate law optional
optional, not held financial forecasting optional
optional, not held types of pensions optional

Index

Other moves recorded from business valuer

Full index of moves from business valuer

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.