Table 1Transition record

dividend analysttoinvestment analyst

A dividend analyst already meets 43% of what the investment analyst role asks for. The move turns on 11 required skills not yet in the profile.

From dividend analyst

43%

Overlap1

To investment analyst

17 Skills carried over

11 Required, not held

59.8 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 59.8

This move: 59.8 of 100 · substantial

1 Share of the investment analyst role’s weighted skill requirement already met by the dividend 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.

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 analyst role needs them, and most people applying for one will not have them already. This is the part of a dividend analyst background worth leading with.

Skill the target role also needs Area

already held business valuation techniques business, administration and law
already held monitor stock market information skills
already held perform stock valuation information skills
already held modern portfolio theory business, administration and law
already held provide support in financial calculation information skills
already held stock market business, administration and law

All 17 carried skills, including the 10 the investment analyst role treats as required.

Table 3

Table 3 · What you would need to learn

The 26 missing skills fall into 8 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, 9 supplementary

required, not held fundamental analysis required
required, not held asset management required
required, not held financial products required
required, not held funding methods required
required, not held international trade required
required, not held securities required

optional, not held corporate social responsibility optional
optional, not held green bonds optional
optional, not held impact investing optional
optional, not held investment banking optional
optional, not held social bonds optional
optional, not held sustainable finance optional
optional, not held banking activities optional
optional, not held credit control processes optional
optional, not held international financial reporting standards optional

02 social sciences, journalism and information 2 required

required, not held economics required
required, not held quantitative analysis required

03 information skills 1 required, 2 supplementary

required, not held analyse economic trends required

optional, not held assess financial viability optional
optional, not held examine credit ratings optional

04 information and communication technologies (icts) 1 required, 1 supplementary

required, not held data visualisation software required

optional, not held trading software optional

05 generic programmes and qualifications 1 required

required, not held empirical analysis required

06 communication, collaboration and creativity 1 supplementary

optional, not held communicate with banking professionals optional

2 further areas in the appendix

Table 4

Table 4 · Where to start

The 3 entries a investment 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 17 skills that carry over

Skill Type

already held actuarial science knowledge
already held analyse financial performance of a company skill
already held analyse market financial trends skill
already held financial markets knowledge
already held modern portfolio theory knowledge
already held monitor stock market skill
already held obtain financial information skill
already held provide support in financial calculation skill
already held review investment portfolios skill
already held stock market knowledge
already held analyse financial risk skill
already held business valuation techniques knowledge
already held create a financial plan skill
already held financial forecasting knowledge
already held financial statements knowledge
already held interpret financial statements skill
already held perform stock valuation skill

The 2 learning areas not shown above

Skill to acquire Tier

07 management skills 1 supplementary

optional, not held budget for financial needs optional

08 natural sciences, mathematics and statistics 1 supplementary

optional, not held Monte Carlo simulation optional

15 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held corporate social responsibility optional
optional, not held green bonds optional
optional, not held impact investing optional
optional, not held investment banking optional
optional, not held social bonds optional
optional, not held sustainable finance optional
optional, not held trading software optional
optional, not held Monte Carlo simulation optional
optional, not held assess financial viability optional
optional, not held banking activities optional
optional, not held budget for financial needs optional
optional, not held communicate with banking professionals optional
optional, not held credit control processes optional
optional, not held examine credit ratings optional
optional, not held international financial reporting standards optional

12 held skills the investment analyst role does not ask for

Skill Type

not needed by the target role analyse business plans skill
not needed by the target role calculate dividends skill
not needed by the target role conduct financial audits skill
not needed by the target role forecast dividend trends skill
not needed by the target role handle financial transactions skill
not needed by the target role liaise with shareholders skill
not needed by the target role maintain financial records skill
not needed by the target role maintain register of shareholders skill
not needed by the target role make strategic business decisions skill
not needed by the target role manage financial risk skill
not needed by the target role synthesise financial information skill
not needed by the target role trace financial transactions skill

21 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 fundamental analysis required
required, not held asset management required
required, not held data visualisation software required
required, not held economics required
required, not held empirical analysis required
required, not held financial products required
required, not held funding methods required
required, not held international trade required
required, not held quantitative analysis required
required, not held securities required
optional, not held corporate social responsibility optional
optional, not held green bonds optional
optional, not held impact investing optional
optional, not held investment banking optional
optional, not held social bonds optional
optional, not held sustainable finance optional
optional, not held trading software optional
optional, not held Monte Carlo simulation optional
optional, not held banking activities optional
optional, not held credit control processes optional
optional, not held international financial reporting standards optional

Index

Other moves recorded from dividend analyst

Full index of moves from dividend 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.