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

credit analysttoinvestment manager

A credit analyst already meets 37% of what the investment manager role asks for. The move turns on 17 required skills not yet in the profile.

From credit analyst
37%
Overlap1
To investment manager
17 Skills carried over
17 Required, not held
67.7 Difficulty2
Career overlap Distant match

37%

Learning distance Substantial retraining

67.7/ 100

1 Share of the investment manager role’s weighted skill requirement already met by the credit analyst 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 12 of its required skills as things a credit analyst already does. These are the ones it depends on most.

  • analyse financial risk
  • analyse market financial trends
  • banking activities
  • develop investment portfolio
  • financial statements
  • interpret financial statements

What stands in the way is 17 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 17 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 credit analyst background worth leading with.

Skill the target role also needs Area
  • already held public offering business, administration and law
  • already held analyse the credit history of potential customers information skills
  • already held manage securities management skills
  • already held apply credit risk policy assisting and caring
  • already held develop investment portfolio management skills
  • already held examine credit ratings information skills

All 17 carried skills, including the 12 the investment manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 34 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 6 required, 8 supplementary
  • required, not held corporate social responsibility required
  • required, not held asset management 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 business valuation techniques optional
  • optional, not held corporate law optional
  • optional, not held financial markets optional
  • optional, not held types of pensions optional
02 communication, collaboration and creativity 4 required, 2 supplementary
  • required, not held advise on financial matters required
  • required, not held liaise with financiers required
  • required, not held liaise with managers required
  • required, not held trade securities required
  • optional, not held apply technical communication skills optional
  • optional, not held communicate with banking professionals optional
03 information skills 4 required, 1 supplementary
  • required, not held analyse business plans required
  • required, not held analyse financial performance of a company required
  • required, not held assess financial viability required
  • required, not held monitor stock market required
  • optional, not held perform stock valuation optional
04 management skills 2 required, 5 supplementary
  • required, not held enforce financial policies 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
05 assisting and caring 1 required
  • required, not held follow company standards required
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 17 skills that carry over
Skill Type
  • already held analyse financial risk skill
  • already held analyse market financial trends skill
  • already held banking activities knowledge
  • already held develop investment portfolio skill
  • already held financial statements knowledge
  • already held interpret financial statements skill
  • already held investment analysis knowledge
  • already held manage securities skill
  • already held obtain financial information skill
  • already held public offering knowledge
  • already held review investment portfolios skill
  • already held stock market knowledge
  • already held analyse the credit history of potential customers skill
  • already held apply credit risk policy skill
  • already held examine credit ratings skill
  • already held financial forecasting knowledge
  • 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 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 create a financial plan optional
  • optional, not held financial markets optional
  • optional, not held manage budgets optional
  • optional, not held manage corporate bank accounts 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
14 held skills the investment manager role does not ask for
Skill Type
  • not needed by the target role accounting knowledge
  • not needed by the target role advise on credit rating skill
  • not needed by the target role advise on risk management skill
  • not needed by the target role analyse loans skill
  • not needed by the target role budget for financial needs skill
  • not needed by the target role debt classification knowledge
  • not needed by the target role financial engineering knowledge
  • not needed by the target role insolvency law knowledge
  • not needed by the target role interview bank loanees skill
  • not needed by the target role interview techniques knowledge
  • not needed by the target role maintain client debt records skill
  • not needed by the target role maintain credit history of clients skill
  • not needed by the target role perform debt investigation skill
  • not needed by the target role synthesise financial information skill
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 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 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 credit analyst

Full index of moves from credit analyst

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.