Table 1Transition record

financial managertoinvestor relations manager

A financial manager already meets 66% of what the investor relations manager role asks for. The move turns on 6 required skills not yet in the profile.

From financial manager

66%

Overlap1

To investor relations manager

25 Skills carried over

6 Required, not held

40.6 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 40.6

This move: 40.6 of 100 · moderate

1 Share of the investor relations 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 25 skills that carry over, these are the ones fewest other occupations ask for. A investor relations 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 liaise with shareholders communication, collaboration and creativity
already held business loans business, administration and law
already held ensure information transparency information skills
already held enforce financial policies management skills
already held investment analysis business, administration and law
already held synthesise financial information information skills

All 25 carried skills, including the 20 the investor relations manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 21 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, 3 supplementary

required, not held corporate social responsibility required
required, not held modern portfolio theory required
required, not held public relations required

optional, not held investment banking optional
optional, not held asset management optional
optional, not held business valuation techniques optional

02 communication, collaboration and creativity 2 required, 3 supplementary

required, not held build business relationships required
required, not held perform public relations required

optional, not held develop professional network optional
optional, not held draft press releases optional
optional, not held review investment portfolios optional

03 generic programmes and qualifications 1 required

required, not held business communication required

04 management skills 5 supplementary

optional, not held develop public relations strategies optional
optional, not held integrate shareholders' interests in business plans optional
optional, not held manage the handling of promotional materials optional
optional, not held organise press conferences optional
optional, not held plan health and safety procedures optional

05 information skills 3 supplementary

optional, not held monitor stock market optional
optional, not held obtain financial information optional
optional, not held provide support in financial calculation optional

06 natural sciences, mathematics and statistics 1 supplementary

optional, not held actuarial science optional

Table 4

Table 4 · Where to start

The 3 entries a investor relations 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 25 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 market financial trends skill
already held create a financial plan skill
already held enforce financial policies skill
already held ensure information transparency skill
already held financial analysis knowledge
already held financial forecasting knowledge
already held financial management knowledge
already held financial markets knowledge
already held financial statements knowledge
already held follow company standards skill
already held funding methods knowledge
already held investment analysis knowledge
already held liaise with managers skill
already held liaise with shareholders skill
already held securities knowledge
already held stock market knowledge
already held strive for company growth skill
already held analyse financial risk skill
already held business loans knowledge
already held interpret financial statements skill
already held make strategic business decisions skill
already held synthesise financial information skill

15 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held actuarial science optional
optional, not held investment banking optional
optional, not held asset management optional
optional, not held business valuation techniques optional
optional, not held develop professional network optional
optional, not held develop public relations strategies optional
optional, not held draft press releases optional
optional, not held integrate shareholders' interests in business plans optional
optional, not held manage the handling of promotional materials optional
optional, not held monitor stock market optional
optional, not held obtain financial information optional
optional, not held organise press conferences optional
optional, not held plan health and safety procedures optional
optional, not held provide support in financial calculation optional
optional, not held review investment portfolios optional

81 held skills the investor relations 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 assess financial viability skill
not needed by the target role banking activities knowledge
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 check accounting records skill
not needed by the target role collect financial data skill
not needed by the target role communicate with banking professionals 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 corporate law knowledge
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 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 financial products knowledge
not needed by the target role fraud detection knowledge

41 further entries not listed here

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 corporate social responsibility required
required, not held business communication required
required, not held modern portfolio theory required
required, not held public relations required
optional, not held actuarial science optional
optional, not held investment banking optional
optional, not held asset management optional
optional, not held business valuation techniques 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.