corporate investment bankertosecurities analyst
A corporate investment banker already meets 43% of what the securities analyst role asks for. The move turns on 11 required skills not yet in the profile.
43%
60.5/ 100
1 Share of the securities analyst role’s weighted skill requirement already met by the corporate investment banker 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 this move works
A securities analyst role treats 10 of its required skills as things a corporate investment banker already does. These are the ones it depends on most.
- analyse financial risk
- asset management
- develop investment portfolio
- economics
- fundamental analysis
- modern portfolio theory
What stands in the way is 11 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.
Table 2 · What you already bring
Of the 16 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 corporate investment banker background worth leading with.
- already held fundamental analysis business, administration and law
- already held investment banking business, administration and law
- already held asset management business, administration and law
- already held monitor stock market information skills
- already held perform stock valuation information skills
- already held develop investment portfolio management skills
All 16 carried skills, including the 10 the securities analyst role treats as required.
Table 3 · What you would need to learn
The 26 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.
- required, not held analyse economic trends required
- required, not held analyse market financial trends required
- required, not held collect financial data required
- required, not held consult information sources required
- required, not held obtain financial information required
- optional, not held consult credit score optional
- optional, not held forecast economic trends optional
- optional, not held provide cost benefit analysis reports optional
- required, not held investment analysis required
- required, not held financial markets required
- required, not held financial products required
- optional, not held commercial law optional
- optional, not held cryptocurrency optional
- optional, not held international financial reporting standards optional
- required, not held advise on investment required
- optional, not held liaise with board members optional
- optional, not held advise on financial matters optional
- optional, not held communicate with banking professionals optional
- optional, not held liaise with managers optional
- optional, not held present reports optional
- required, not held actuarial science required
- optional, not held Monte Carlo simulation optional
- optional, not held statistics optional
- required, not held quantitative analysis required
- optional, not held create a financial plan optional
- optional, not held handle financial transactions optional
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.
- 01 actuarial science knowledge · sector specific
- 02 advise on investment skill · sector specific
- 03 investment analysis knowledge · sector specific
Each entry opens a course search for that skill. Career Overlap earns nothing from these links.
Appendix · The rest of the record
All 16 skills that carry over
- already held analyse financial risk skill
- already held asset management knowledge
- already held develop investment portfolio skill
- already held economics knowledge
- already held fundamental analysis knowledge
- already held modern portfolio theory knowledge
- already held monitor stock market skill
- already held review investment portfolios skill
- already held securities knowledge
- already held stock market knowledge
- already held banking activities knowledge
- already held examine credit ratings skill
- already held financial statements knowledge
- already held interpret financial statements skill
- already held investment banking knowledge
- already held perform stock valuation skill
15 supplementary skills, helpful but not required
- optional, not held commercial law optional
- optional, not held consult credit score optional
- optional, not held cryptocurrency optional
- optional, not held liaise with board members optional
- optional, not held Monte Carlo simulation optional
- optional, not held advise on financial matters optional
- optional, not held communicate with banking professionals optional
- optional, not held create a financial plan optional
- optional, not held forecast economic trends optional
- optional, not held handle financial transactions 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
- optional, not held statistics optional
18 held skills the securities analyst role does not ask for
- not needed by the target role advise on participation in financial markets skill
- not needed by the target role analyse business plans skill
- not needed by the target role analyse financial performance of a company skill
- not needed by the target role business loans knowledge
- not needed by the target role business valuation techniques knowledge
- not needed by the target role corporate law knowledge
- not needed by the target role credit control processes knowledge
- not needed by the target role debt systems knowledge
- not needed by the target role funding methods knowledge
- not needed by the target role holding company activities knowledge
- not needed by the target role maintain client debt records skill
- not needed by the target role make strategic business decisions skill
- not needed by the target role manage contracts skill
- not needed by the target role manage corporate bank accounts skill
- not needed by the target role management consulting knowledge
- not needed by the target role mergers and acquisitions knowledge
- not needed by the target role perform debt investigation skill
- not needed by the target role provide legal advice on investments 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.
- required, not held actuarial science required
- required, not held investment analysis required
- required, not held financial markets required
- required, not held financial products required
- required, not held quantitative analysis required
- optional, not held commercial law optional
- optional, not held cryptocurrency optional
- optional, not held Monte Carlo simulation optional
- optional, not held international financial reporting standards optional
- optional, not held statistics optional
Other moves recorded from corporate investment banker
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.