investment advisertoinvestment analyst
A investment adviser already meets 66% of what the investment analyst role asks for. The move turns on 7 required skills not yet in the profile.
66%
39/ 100
1 Share of the investment analyst role’s weighted skill requirement already met by the investment adviser 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 this move works
A investment analyst role treats 14 of its required skills as things a investment adviser already does. These are the ones it depends on most.
- analyse financial performance of a company
- analyse market financial trends
- asset management
- financial markets
- financial products
- fundamental analysis
What stands in the way is 7 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.
Table 2 · What you already bring
Of the 28 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 investment adviser background worth leading with.
- already held social bonds business, administration and law
- already held impact investing business, administration and law
- 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 business valuation techniques business, administration and law
All 28 carried skills, including the 14 the investment analyst role treats as required.
Table 3 · What you would need to learn
The 15 missing skills fall into 7 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.
- required, not held economics required
- required, not held quantitative analysis required
- required, not held international trade required
- optional, not held corporate social responsibility optional
- optional, not held investment banking optional
- optional, not held financial forecasting optional
- optional, not held financial statements optional
- optional, not held international financial reporting standards optional
- required, not held data visualisation software required
- optional, not held trading software optional
- required, not held actuarial science required
- optional, not held Monte Carlo simulation optional
- required, not held empirical analysis required
- required, not held analyse economic trends required
1 further area in the appendix
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.
- 01 actuarial science knowledge · sector specific
- 02 analyse economic trends skill · cross sector
- 03 data visualisation software knowledge · cross sector
Each entry opens a course search for that skill. Career Overlap earns nothing from these links.
Appendix · The rest of the record
All 28 skills that carry over
- already held analyse financial performance of a company skill
- already held analyse market financial trends skill
- already held asset management knowledge
- already held financial markets knowledge
- already held financial products knowledge
- already held fundamental analysis knowledge
- already held funding methods 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 securities knowledge
- already held stock market knowledge
- already held analyse financial risk skill
- already held assess financial viability skill
- already held banking activities knowledge
- already held business valuation techniques knowledge
- already held communicate with banking professionals skill
- already held create a financial plan skill
- already held credit control processes knowledge
- already held examine credit ratings skill
- already held green bonds knowledge
- already held impact investing knowledge
- already held interpret financial statements skill
- already held perform stock valuation skill
- already held social bonds knowledge
- already held sustainable finance knowledge
The 1 learning area not shown above
- optional, not held budget for financial needs optional
8 supplementary skills, helpful but not required
- optional, not held corporate social responsibility optional
- optional, not held investment banking optional
- optional, not held trading software optional
- optional, not held Monte Carlo simulation optional
- optional, not held budget for financial needs optional
- optional, not held financial forecasting optional
- optional, not held financial statements optional
- optional, not held international financial reporting standards optional
20 held skills the investment analyst role does not ask for
- not needed by the target role advise on financial matters skill
- not needed by the target role advise on investment skill
- not needed by the target role analyse business plans skill
- not needed by the target role apply credit risk policy skill
- not needed by the target role assess risks of clients' assets skill
- not needed by the target role build business relationships skill
- not needed by the target role consult credit score skill
- not needed by the target role develop investment portfolio skill
- not needed by the target role ensure proper document management skill
- not needed by the target role explain financial jargon skill
- not needed by the target role identify customer's needs skill
- not needed by the target role manage contracts skill
- not needed by the target role monitor bond market skill
- not needed by the target role perform clerical duties skill
- not needed by the target role principles of insurance knowledge
- not needed by the target role promote financial products skill
- not needed by the target role prospect new customers skill
- not needed by the target role provide financial product information skill
- not needed by the target role synthesise financial information skill
- not needed by the target role types of insurance knowledge
13 gaps that are knowledge rather than practice
Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.
- required, not held actuarial science required
- required, not held data visualisation software required
- required, not held economics required
- required, not held empirical analysis required
- required, not held international trade required
- required, not held quantitative analysis required
- optional, not held corporate social responsibility optional
- optional, not held investment banking optional
- optional, not held trading software optional
- optional, not held Monte Carlo simulation optional
- optional, not held financial forecasting optional
- optional, not held financial statements optional
- optional, not held international financial reporting standards optional
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.