Table 1Transition record

credit union managertoinvestment manager

A credit union manager already meets 50% of what the investment manager role asks for. The move turns on 12 required skills not yet in the profile.

From credit union manager

50%

Overlap1

To investment manager

21 Skills carried over

12 Required, not held

56.8 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 56.8

This move: 56.8 of 100 · substantial

1 Share of the investment manager role’s weighted skill requirement already met by the credit union manager 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.

Table 2

Table 2 · What you already bring

Of the 21 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 union manager background worth leading with.

Skill the target role also needs Area

already held apply credit risk policy assisting and caring
already held develop investment portfolio management skills
already held enforce financial policies management skills
already held investment analysis business, administration and law
already held financial analysis business, administration and law
already held review investment portfolios communication, collaboration and creativity

All 21 carried skills, including the 17 the investment manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 30 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 business, administration and law 5 required, 10 supplementary

required, not held asset management required
required, not held financial products required
required, not held funding methods required
required, not held public offering required
required, not held stock market 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 forecasting optional
optional, not held financial markets optional
optional, not held tax legislation 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 interpret financial statements 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 communication, collaboration and creativity 2 required, 1 supplementary

required, not held liaise with financiers required
required, not held trade securities required

optional, not held apply technical communication skills optional

04 management skills 1 required, 3 supplementary

required, not held manage securities required

optional, not held manage budgets optional
optional, not held manage corporate bank accounts optional
optional, not held manage profitability optional

05 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 21 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 assess financial viability skill
already held banking activities knowledge
already held corporate social responsibility knowledge
already held develop investment portfolio skill
already held enforce financial policies skill
already held financial analysis knowledge
already held financial management knowledge
already held financial statements knowledge
already held follow company standards skill
already held investment analysis knowledge
already held liaise with managers skill
already held review investment portfolios skill
already held strive for company growth skill
already held apply credit risk policy skill
already held communicate with banking professionals skill
already held create a financial plan skill
already held plan health and safety procedures skill

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 technical communication skills optional
optional, not held business valuation techniques optional
optional, not held corporate law optional
optional, not held examine credit ratings optional
optional, not held financial forecasting 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 tax legislation optional
optional, not held types of pensions optional

22 held skills the investment manager role does not ask for

Skill Type

not needed by the target role build business relationships skill
not needed by the target role business loans knowledge
not needed by the target role create a financial report skill
not needed by the target role create credit policy skill
not needed by the target role credit control processes knowledge
not needed by the target role customer relationship management knowledge
not needed by the target role debt collection techniques knowledge
not needed by the target role debt systems knowledge
not needed by the target role impart business plans to collaborators skill
not needed by the target role insolvency law knowledge
not needed by the target role liaise with board members skill
not needed by the target role maintain credit history of clients skill
not needed by the target role maintain relationship with customers skill
not needed by the target role make investment decisions skill
not needed by the target role manage credit union operations skill
not needed by the target role manage financial risk skill
not needed by the target role manage loan applications skill
not needed by the target role manage staff skill
not needed by the target role mortgage loans knowledge
not needed by the target role recruit employees skill
not needed by the target role securities knowledge
not needed by the target role train employees skill

16 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 asset management required
required, not held financial products required
required, not held funding methods required
required, not held public offering required
required, not held stock market 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 forecasting optional
optional, not held financial markets optional
optional, not held tax legislation optional
optional, not held types of pensions optional

Index

Other moves recorded from credit union manager

Full index of moves from credit union manager

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.