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

credit analysttomergers and acquisitions analyst

A credit analyst already meets 30% of what the mergers and acquisitions analyst role asks for. The move turns on 11 required skills not yet in the profile.

From credit analyst
30%
Overlap1
To mergers and acquisitions analyst
10 Skills carried over
11 Required, not held
67.3 Difficulty2
Career overlap Distant match

30%

Learning distance Substantial retraining

67.3/ 100

1 Share of the mergers and acquisitions analyst 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 mergers and acquisitions analyst role treats 5 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
  • budget for financial needs
  • develop investment portfolio
  • review investment portfolios

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

Table 2 · What you already bring

Of the 10 skills that carry over, these are the ones fewest other occupations ask for. A mergers and acquisitions analyst 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 apply credit risk policy assisting and caring
  • already held budget for financial needs management skills
  • already held develop investment portfolio management skills
  • already held examine credit ratings information skills
  • already held review investment portfolios communication, collaboration and creativity
  • already held accounting business, administration and law

All 10 carried skills, including the 5 the mergers and acquisitions analyst role treats as required.

Table 3

Table 3 · What you would need to learn

The 25 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 information skills 4 required, 5 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 provide support in financial calculation required
  • optional, not held analyse economic trends optional
  • optional, not held assess risks of clients' assets optional
  • optional, not held conduct financial audits optional
  • optional, not held maintain financial records optional
  • optional, not held manage financial risk optional
02 business, administration and law 3 required, 4 supplementary
  • required, not held investment banking required
  • required, not held mergers and acquisitions required
  • required, not held modern portfolio theory required
  • optional, not held holding company activities optional
  • optional, not held business loans optional
  • optional, not held business valuation techniques optional
  • optional, not held securities optional
03 communication, collaboration and creativity 2 required, 3 supplementary
  • required, not held apply technical communication skills required
  • required, not held manage contracts required
  • optional, not held handle mergers and acquisitions optional
  • optional, not held handle financial disputes optional
  • optional, not held provide legal advice on investments optional
04 management skills 1 required, 2 supplementary
  • required, not held make strategic business decisions required
  • optional, not held control financial resources optional
  • optional, not held create a financial plan optional
05 natural sciences, mathematics and statistics 1 required
  • required, not held actuarial science required
Table 4

Table 4 · Where to start

The 3 entries a mergers and acquisitions analyst 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 10 skills that carry over
Skill Type
  • already held analyse financial risk skill
  • already held analyse market financial trends skill
  • already held budget for financial needs skill
  • already held develop investment portfolio skill
  • already held review investment portfolios skill
  • already held accounting knowledge
  • already held apply credit risk policy skill
  • already held examine credit ratings skill
  • already held financial statements knowledge
  • already held interpret financial statements skill
14 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held handle mergers and acquisitions optional
  • optional, not held holding company activities optional
  • optional, not held analyse economic trends optional
  • optional, not held assess risks of clients' assets optional
  • optional, not held business loans optional
  • optional, not held business valuation techniques optional
  • optional, not held conduct financial audits optional
  • optional, not held control financial resources optional
  • optional, not held create a financial plan optional
  • optional, not held handle financial disputes optional
  • optional, not held maintain financial records optional
  • optional, not held manage financial risk optional
  • optional, not held provide legal advice on investments optional
  • optional, not held securities optional
21 held skills the mergers and acquisitions analyst 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 risk management skill
  • not needed by the target role analyse loans skill
  • not needed by the target role analyse the credit history of potential customers skill
  • not needed by the target role banking activities knowledge
  • not needed by the target role debt classification knowledge
  • not needed by the target role financial engineering knowledge
  • not needed by the target role financial forecasting 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 investment analysis 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 manage securities skill
  • not needed by the target role obtain financial information skill
  • not needed by the target role perform debt investigation skill
  • not needed by the target role public offering knowledge
  • not needed by the target role stock market knowledge
  • not needed by the target role synthesise financial information skill
  • not needed by the target role tax legislation knowledge
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 actuarial science required
  • required, not held investment banking required
  • required, not held mergers and acquisitions required
  • required, not held modern portfolio theory required
  • optional, not held holding company activities optional
  • optional, not held business loans optional
  • optional, not held business valuation techniques optional
  • optional, not held securities optional
Index
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.