Table 1Transition record

investment analysttocorporate investment banker

A investment analyst already meets 66% of what the corporate investment banker role asks for. The move turns on 5 required skills not yet in the profile.

From investment analyst

66%

Overlap1

To corporate investment banker

19 Skills carried over

5 Required, not held

36.9 Difficulty2

Career overlap Strong match

66%

Learning distance Real move, short list to learn

36.9/ 100

adjacentmoderatesubstantialcareer change

1 Share of the corporate investment banker role’s weighted skill requirement already met by the investment 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 corporate investment banker role treats 15 of its required skills as things a investment analyst already does. These are the ones it depends on most.

analyse financial performance of a company
analyse financial risk
asset management
banking activities
business valuation techniques
credit control processes

What stands in the way is 5 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 19 skills that carry over, these are the ones fewest other occupations ask for. A corporate investment banker role needs them, and most people applying for one will not have them already. This is the part of a investment analyst background worth leading with.

Skill the target role also needs Area

already held fundamental analysis business, administration and law
already held business valuation techniques business, administration and law
already held investment banking business, administration and law
already held asset management business, administration and law
already held credit control processes business, administration and law
already held monitor stock market information skills

All 19 carried skills, including the 15 the corporate investment banker role treats as required.

Table 3

Table 3 · What you would need to learn

The 15 missing skills fall into 4 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 2 required, 4 supplementary

required, not held management consulting required
required, not held mergers and acquisitions required

optional, not held holding company activities optional
optional, not held business loans optional
optional, not held corporate law optional
optional, not held debt systems optional

02 communication, collaboration and creativity 2 required, 1 supplementary

required, not held advise on participation in financial markets required
required, not held provide legal advice on investments required

optional, not held manage contracts optional

03 management skills 1 required, 2 supplementary

required, not held develop investment portfolio required

optional, not held make strategic business decisions optional
optional, not held manage corporate bank accounts optional

04 information skills 3 supplementary

optional, not held analyse business plans optional
optional, not held maintain client debt records optional
optional, not held perform debt investigation optional

Table 4

Table 4 · Where to start

The 3 entries a corporate investment banker 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 19 skills that carry over

Skill Type

already held analyse financial performance of a company skill
already held analyse financial risk skill
already held asset management knowledge
already held banking activities knowledge
already held business valuation techniques knowledge
already held credit control processes knowledge
already held economics knowledge
already held examine credit ratings skill
already held funding methods knowledge
already held investment banking knowledge
already held modern portfolio theory knowledge
already held monitor stock market skill
already held review investment portfolios skill
already held securities knowledge
already held stock market knowledge
already held financial statements knowledge
already held fundamental analysis knowledge
already held interpret financial statements skill
already held perform stock valuation skill

10 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held holding company activities optional
optional, not held analyse business plans optional
optional, not held business loans optional
optional, not held corporate law optional
optional, not held debt systems optional
optional, not held maintain client debt records optional
optional, not held make strategic business decisions optional
optional, not held manage contracts optional
optional, not held manage corporate bank accounts optional
optional, not held perform debt investigation optional

24 held skills the corporate investment banker role does not ask for

Skill Type

not needed by the target role Monte Carlo simulation knowledge
not needed by the target role actuarial science knowledge
not needed by the target role analyse economic trends skill
not needed by the target role analyse market financial trends skill
not needed by the target role assess financial viability skill
not needed by the target role budget for financial needs skill
not needed by the target role communicate with banking professionals skill
not needed by the target role corporate social responsibility knowledge
not needed by the target role create a financial plan skill
not needed by the target role data visualisation software knowledge
not needed by the target role empirical analysis knowledge
not needed by the target role financial forecasting knowledge
not needed by the target role financial markets knowledge
not needed by the target role financial products knowledge
not needed by the target role green bonds knowledge
not needed by the target role impact investing knowledge
not needed by the target role international financial reporting standards knowledge
not needed by the target role international trade knowledge
not needed by the target role obtain financial information skill
not needed by the target role provide support in financial calculation skill
not needed by the target role quantitative analysis knowledge
not needed by the target role social bonds knowledge
not needed by the target role sustainable finance knowledge
not needed by the target role trading software knowledge

6 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 management consulting required
required, not held mergers and acquisitions required
optional, not held holding company activities optional
optional, not held business loans optional
optional, not held corporate law optional
optional, not held debt systems optional

Index

Other moves recorded from investment analyst

Full index of moves from investment 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.