Table 1Transition record

financial managertoinvestment manager

A financial manager already meets 67% of what the investment manager role asks for. The move turns on 8 required skills not yet in the profile.

From financial manager

67%

Overlap1

To investment manager

31 Skills carried over

8 Required, not held

41.6 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 41.6

This move: 41.6 of 100 · moderate

1 Share of the investment manager role’s weighted skill requirement already met by the financial 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 31 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 financial manager background worth leading with.

Skill the target role also needs Area

already held manage securities management skills
already held manage corporate bank accounts management skills
already held manage profitability management skills
already held perform stock valuation information skills
already held liaise with financiers communication, collaboration and creativity
already held enforce financial policies management skills

All 31 carried skills, including the 21 the investment manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 20 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 3 required, 6 supplementary

required, not held corporate social responsibility required
required, not held asset management required
required, not held public offering 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 types of pensions optional

02 information skills 2 required, 2 supplementary

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

03 communication, collaboration and creativity 2 required, 1 supplementary

required, not held review investment portfolios required
required, not held trade securities required

optional, not held apply technical communication skills optional

04 management skills 1 required, 1 supplementary

required, not held develop investment portfolio required

optional, not held plan health and safety procedures optional

05 assisting and caring 1 supplementary

optional, not held apply credit risk policy optional

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 31 skills that carry over

Skill Type

already held advise on financial matters skill
already held analyse business plans 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 enforce financial policies skill
already held financial analysis knowledge
already held financial management knowledge
already held financial products knowledge
already held financial statements knowledge
already held follow company standards skill
already held funding methods knowledge
already held interpret financial statements skill
already held investment analysis knowledge
already held liaise with financiers skill
already held liaise with managers skill
already held manage securities skill
already held stock market knowledge
already held strive for company growth skill
already held communicate with banking professionals skill
already held corporate law knowledge
already held create a financial plan skill
already held financial forecasting knowledge
already held financial markets knowledge
already held manage budgets skill
already held manage corporate bank accounts skill
already held manage profitability skill
already held perform stock valuation skill
already held tax legislation knowledge

12 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 credit risk policy optional
optional, not held apply technical communication skills optional
optional, not held business valuation techniques optional
optional, not held examine credit ratings optional
optional, not held plan health and safety procedures optional
optional, not held types of pensions optional

75 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 accounting department processes knowledge
not needed by the target role accounting entries knowledge
not needed by the target role accounting techniques knowledge
not needed by the target role advise on investment skill
not needed by the target role advise on public finance skill
not needed by the target role advise on risk management skill
not needed by the target role advise on tax planning skill
not needed by the target role align efforts towards business development skill
not needed by the target role analyse insurance risk skill
not needed by the target role bookkeeping regulations knowledge
not needed by the target role budget for financial needs skill
not needed by the target role budgetary principles knowledge
not needed by the target role business loans knowledge
not needed by the target role check accounting records skill
not needed by the target role collect financial data skill
not needed by the target role conduct financial audits skill
not needed by the target role control financial resources 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 debt collection techniques knowledge
not needed by the target role debt systems knowledge
not needed by the target role develop company strategies skill
not needed by the target role develop financial products skill
not needed by the target role draft accounting procedures skill
not needed by the target role economics knowledge
not needed by the target role ensure compliance with accounting conventions skill
not needed by the target role ensure compliance with company regulations skill
not needed by the target role ensure cross-department cooperation skill
not needed by the target role ensure information transparency skill
not needed by the target role estimate profitability skill
not needed by the target role ethics knowledge
not needed by the target role evaluate budgets skill
not needed by the target role execute feasibility study skill
not needed by the target role financial department processes knowledge
not needed by the target role financial jurisdiction knowledge
not needed by the target role fraud detection knowledge
not needed by the target role handle financial transactions skill
not needed by the target role implement strategic planning skill
not needed by the target role international financial reporting standards knowledge

35 further entries not listed here

10 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 public offering 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 types of pensions optional

Index

Other moves recorded from financial manager

Full index of moves from financial 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.