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

financial analysttoinvestment analyst

A financial analyst already meets 41% of what the investment analyst role asks for. The move turns on 12 required skills not yet in the profile.

From financial analyst
41%
Overlap1
To investment analyst
17 Skills carried over
12 Required, not held
61.3 Difficulty2
Career overlap Partial match

41%

Learning distance Substantial retraining

61.3/ 100

1 Share of the investment analyst role’s weighted skill requirement already met by the financial 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 analyst role treats 9 of its required skills as things a financial analyst already does. These are the ones it depends on most.

  • analyse financial performance of a company
  • asset management
  • economics
  • empirical analysis
  • financial products
  • fundamental analysis

What stands in the way is 12 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 analyst role needs them, and most people applying for one will not have them already. This is the part of a financial analyst background worth leading with.

Skill the target role also needs Area
  • already held green bonds business, administration and law
  • already held sustainable finance business, administration and law
  • already held fundamental analysis business, administration and law
  • already held empirical analysis generic programmes and qualifications
  • already held investment banking business, administration and law
  • already held asset management business, administration and law

All 17 carried skills, including the 9 the investment analyst role treats as required.

Table 3

Table 3 · What you would need to learn

The 26 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 financial markets required
  • required, not held funding methods required
  • required, not held international trade required
  • required, not held modern portfolio theory required
  • required, not held securities required
  • optional, not held corporate social responsibility optional
  • optional, not held impact investing optional
  • optional, not held social bonds optional
  • optional, not held banking activities optional
  • optional, not held business valuation techniques optional
  • optional, not held credit control processes optional
  • optional, not held financial statements optional
  • optional, not held international financial reporting standards optional
02 information skills 4 required, 2 supplementary
  • required, not held analyse economic trends required
  • required, not held analyse market financial trends required
  • required, not held obtain financial information required
  • required, not held provide support in financial calculation required
  • optional, not held examine credit ratings optional
  • optional, not held perform stock valuation optional
03 communication, collaboration and creativity 1 required, 1 supplementary
  • required, not held review investment portfolios required
  • optional, not held communicate with banking professionals 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 natural sciences, mathematics and statistics 1 required, 1 supplementary
  • required, not held actuarial science required
  • optional, not held Monte Carlo simulation optional
06 management skills 1 supplementary
  • optional, not held budget for financial needs optional
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 analyse financial performance of a company skill
  • already held asset management knowledge
  • already held economics knowledge
  • already held empirical analysis knowledge
  • already held financial products knowledge
  • already held fundamental analysis knowledge
  • already held monitor stock market skill
  • already held quantitative analysis knowledge
  • already held stock market knowledge
  • already held analyse financial risk skill
  • already held assess financial viability skill
  • already held create a financial plan skill
  • already held financial forecasting knowledge
  • already held green bonds knowledge
  • already held interpret financial statements skill
  • already held investment banking knowledge
  • already held sustainable finance knowledge
14 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held corporate social responsibility optional
  • optional, not held impact investing optional
  • optional, not held social bonds optional
  • optional, not held trading software optional
  • optional, not held Monte Carlo simulation optional
  • optional, not held banking activities optional
  • optional, not held budget for financial needs optional
  • optional, not held business valuation techniques 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 financial statements optional
  • optional, not held international financial reporting standards optional
  • optional, not held perform stock valuation optional
30 held skills the investment analyst role does not ask for
Skill Type
  • not needed by the target role accounting knowledge
  • not needed by the target role advise on financial matters skill
  • not needed by the target role advise on tax planning skill
  • not needed by the target role business analytics knowledge
  • not needed by the target role business processes knowledge
  • not needed by the target role consider economic criteria in decision making skill
  • not needed by the target role cost management knowledge
  • not needed by the target role create a financial report skill
  • not needed by the target role develop investment portfolio skill
  • not needed by the target role develop transportation cost metrics skill
  • not needed by the target role digital data processing skill
  • not needed by the target role ensure compliance with disclosure criteria of accounting information skill
  • not needed by the target role explain financial jargon skill
  • not needed by the target role financial management knowledge
  • not needed by the target role game theory knowledge
  • not needed by the target role handle mergers and acquisitions skill
  • not needed by the target role macroeconomics knowledge
  • not needed by the target role management consulting knowledge
  • not needed by the target role mergers and acquisitions knowledge
  • not needed by the target role microeconomics knowledge
  • not needed by the target role monitor loan portfolio skill
  • not needed by the target role offer financial services skill
  • not needed by the target role perform business analysis skill
  • not needed by the target role perform business research skill
  • not needed by the target role prepare financial projections skill
  • not needed by the target role provide cost benefit analysis reports skill
  • not needed by the target role public offering knowledge
  • not needed by the target role statistics knowledge
  • not needed by the target role treasury management system knowledge
  • not needed by the target role use business simulation tools skill
17 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 data visualisation software required
  • required, not held financial markets required
  • required, not held funding methods required
  • required, not held international trade required
  • required, not held modern portfolio theory required
  • required, not held securities required
  • optional, not held corporate social responsibility optional
  • optional, not held impact investing optional
  • optional, not held social bonds optional
  • optional, not held trading software optional
  • optional, not held Monte Carlo simulation optional
  • optional, not held banking activities optional
  • optional, not held business valuation techniques optional
  • optional, not held credit control processes optional
  • optional, not held financial statements optional
  • optional, not held international financial reporting standards optional
Index

Other moves recorded from financial analyst

Full index of moves from financial 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.