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

corporate treasurertoinvestment manager

A corporate treasurer already meets 43% of what the investment manager role asks for. The move turns on 15 required skills not yet in the profile.

From corporate treasurer
43%
Overlap1
To investment manager
19 Skills carried over
15 Required, not held
63.2 Difficulty2
Career overlap Partial match

43%

Learning distance Substantial retraining

63.2/ 100

1 Share of the investment manager role’s weighted skill requirement already met by the corporate treasurer 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 14 of its required skills as things a corporate treasurer already does. These are the ones it depends on most.

  • advise on financial matters
  • analyse financial performance of a company
  • analyse financial risk
  • analyse market financial trends
  • banking activities
  • financial analysis

What stands in the way is 15 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 19 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 corporate treasurer background worth leading with.

Skill the target role also needs Area
  • already held public offering business, administration and law
  • already held manage securities management skills
  • already held manage corporate bank accounts management skills
  • already held trade securities communication, collaboration and creativity
  • already held investment analysis business, administration and law
  • already held stock market business, administration and law

All 19 carried skills, including the 14 the investment manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 32 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 5 required, 8 supplementary
  • required, not held corporate social responsibility required
  • required, not held asset management 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 business valuation techniques optional
  • optional, not held corporate law optional
  • optional, not held financial markets optional
  • optional, not held types of pensions optional
02 information skills 4 required, 3 supplementary
  • required, not held analyse business plans 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
  • optional, not held perform stock valuation optional
03 management skills 3 required, 2 supplementary
  • required, not held develop investment portfolio required
  • required, not held enforce financial policies required
  • required, not held strive for company growth required
  • optional, not held manage profitability optional
  • optional, not held plan health and safety procedures optional
04 communication, collaboration and creativity 2 required, 2 supplementary
  • required, not held liaise with financiers required
  • required, not held liaise with managers 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 19 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 financial risk skill
  • already held analyse market financial trends skill
  • already held banking activities knowledge
  • already held financial analysis knowledge
  • already held financial statements knowledge
  • already held interpret financial statements skill
  • already held investment analysis knowledge
  • already held manage securities skill
  • already held public offering knowledge
  • already held review investment portfolios skill
  • already held stock market knowledge
  • already held trade securities skill
  • already held create a financial plan skill
  • already held financial forecasting knowledge
  • already held manage budgets skill
  • already held manage corporate bank accounts skill
  • already held tax legislation knowledge
17 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 business valuation techniques optional
  • optional, not held communicate with banking professionals optional
  • optional, not held corporate law optional
  • optional, not held examine credit ratings optional
  • optional, not held financial markets optional
  • optional, not held manage profitability optional
  • optional, not held perform stock valuation optional
  • optional, not held plan health and safety procedures optional
  • optional, not held types of pensions optional
21 held skills the investment manager role does not ask for
Skill Type
  • not needed by the target role advise on credit rating skill
  • not needed by the target role advise on tax planning skill
  • not needed by the target role convert currency skill
  • not needed by the target role create risk reports skill
  • not needed by the target role develop revenue generation strategies skill
  • not needed by the target role disseminate information on tax legislation skill
  • not needed by the target role evaluate budgets skill
  • not needed by the target role exert expenditure control skill
  • not needed by the target role financial department processes knowledge
  • not needed by the target role handle cash flow skill
  • not needed by the target role identify if a company is a going concern skill
  • not needed by the target role insurance market knowledge
  • not needed by the target role liquidity management knowledge
  • not needed by the target role manage currency exchange risk mitigation techniques skill
  • not needed by the target role perform currency reserve management skill
  • not needed by the target role plan medium to long term objectives skill
  • not needed by the target role prepare financial statements skill
  • not needed by the target role property law knowledge
  • not needed by the target role risk transfer knowledge
  • not needed by the target role securities knowledge
  • not needed by the target role treasury management system knowledge
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 corporate social responsibility required
  • required, not held asset management 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 business valuation techniques optional
  • optional, not held corporate law optional
  • optional, not held financial markets optional
  • optional, not held types of pensions optional
Index

Other moves recorded from corporate treasurer

Full index of moves from corporate treasurer

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.