Table 1Transition record

fundraising managertoinvestor relations manager

A fundraising manager already meets 47% of what the investor relations manager role asks for. The move turns on 12 required skills not yet in the profile.

From fundraising manager

47%

Overlap1

To investor relations manager

18 Skills carried over

12 Required, not held

58.3 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 58.3

This move: 58.3 of 100 · substantial

1 Share of the investor relations manager role’s weighted skill requirement already met by the fundraising 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 18 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 fundraising manager background worth leading with.

Skill the target role also needs Area

already held develop public relations strategies management skills
already held manage the handling of promotional materials management skills
already held public relations business, administration and law
already held enforce financial policies management skills
already held financial analysis business, administration and law
already held analyse financial performance of a company information skills

All 18 carried skills, including the 14 the investor relations manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 28 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 6 required, 4 supplementary

required, not held investment analysis required
required, not held financial forecasting required
required, not held financial markets required
required, not held modern portfolio theory required
required, not held securities required
required, not held stock market required

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

02 communication, collaboration and creativity 3 required, 2 supplementary

required, not held build business relationships required
required, not held liaise with shareholders required
required, not held perform public relations required

optional, not held draft press releases optional
optional, not held review investment portfolios optional

03 information skills 2 required, 6 supplementary

required, not held analyse business plans required
required, not held ensure information transparency required

optional, not held analyse financial risk optional
optional, not held interpret financial statements optional
optional, not held monitor stock market optional
optional, not held obtain financial information optional
optional, not held provide support in financial calculation optional
optional, not held synthesise financial information optional

04 generic programmes and qualifications 1 required

required, not held business communication required

05 management skills 3 supplementary

optional, not held integrate shareholders' interests in business plans optional
optional, not held make strategic business decisions optional
optional, not held organise press conferences 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 18 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 market financial trends skill
already held corporate social responsibility knowledge
already held create a financial plan 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 funding methods knowledge
already held liaise with managers skill
already held public relations knowledge
already held strive for company growth skill
already held develop professional network skill
already held develop public relations strategies skill
already held manage the handling of promotional materials skill
already held plan health and safety procedures skill

16 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 analyse financial risk optional
optional, not held asset management optional
optional, not held business loans optional
optional, not held business valuation techniques optional
optional, not held draft press releases optional
optional, not held integrate shareholders' interests in business plans optional
optional, not held interpret financial statements optional
optional, not held make strategic business decisions 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 provide support in financial calculation optional
optional, not held review investment portfolios optional
optional, not held synthesise financial information optional

26 held skills the investor relations manager role does not ask for

Skill Type

not needed by the target role apply for government funding skill
not needed by the target role carry out strategic research skill
not needed by the target role content marketing strategy knowledge
not needed by the target role coordinate advertising campaigns skill
not needed by the target role coordinate events skill
not needed by the target role deliver a sales pitch skill
not needed by the target role develop promotional tools skill
not needed by the target role establish contact with potential donors skill
not needed by the target role execute feasibility study skill
not needed by the target role fix meetings skill
not needed by the target role inform on government funding skill
not needed by the target role manage accounts skill
not needed by the target role manage budgets skill
not needed by the target role manage donor database skill
not needed by the target role manage fundraising activities skill
not needed by the target role manage government-funded programmes skill
not needed by the target role manage staff skill
not needed by the target role manage volunteers skill
not needed by the target role monitor charity's budget skill
not needed by the target role perform fundraising activities skill
not needed by the target role perform project management skill
not needed by the target role recruit employees skill
not needed by the target role social media marketing techniques knowledge
not needed by the target role train employees skill
not needed by the target role use consulting techniques skill
not needed by the target role write charity grant proposals skill

12 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 investment analysis required
required, not held business communication required
required, not held financial forecasting required
required, not held financial markets required
required, not held modern portfolio theory required
required, not held securities required
required, not held stock market required
optional, not held actuarial science optional
optional, not held investment banking optional
optional, not held asset management optional
optional, not held business loans optional
optional, not held business valuation techniques optional

Index

Other moves recorded from fundraising manager

Full index of moves from fundraising 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.