Career Overlap Transition record Edition 1 · ESCO v1.2.1
Table 1Transition record

investment analysttoinvestment adviser

A investment analyst already meets 64% of what the investment adviser role asks for. The move turns on 7 required skills not yet in the profile.

From investment analyst
64%
Overlap1
To investment adviser
28 Skills carried over
7 Required, not held
44.3 Difficulty2
Career overlap Strong match

64%

Learning distance Real move, short list to learn

44.3/ 100

1 Share of the investment adviser 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 investment adviser role treats 16 of its required skills as things a investment analyst already does. These are the ones it depends on most.

  • analyse financial risk
  • analyse market financial trends
  • assess financial viability
  • asset management
  • banking activities
  • financial markets

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

Table 2 · What you already bring

Of the 28 skills that carry over, these are the ones fewest other occupations ask for. A investment adviser 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 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 16 the investment adviser role treats as required.

Table 3

Table 3 · What you would need to learn

The 20 missing skills fall into 5 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 communication, collaboration and creativity 4 required, 5 supplementary
  • required, not held advise on investment required
  • required, not held explain financial jargon required
  • required, not held advise on financial matters required
  • required, not held provide financial product information required
  • optional, not held identify customer's needs optional
  • optional, not held promote financial products optional
  • optional, not held prospect new customers optional
  • optional, not held build business relationships optional
  • optional, not held manage contracts optional
02 information skills 3 required, 3 supplementary
  • required, not held monitor bond market required
  • required, not held assess risks of clients' assets required
  • required, not held synthesise financial information required
  • optional, not held consult credit score optional
  • optional, not held analyse business plans optional
  • optional, not held ensure proper document management optional
03 business, administration and law 2 supplementary
  • optional, not held principles of insurance optional
  • optional, not held types of insurance optional
04 management skills 2 supplementary
  • optional, not held develop investment portfolio optional
  • optional, not held perform clerical duties optional
05 assisting and caring 1 supplementary
  • optional, not held apply credit risk policy optional
Table 4

Table 4 · Where to start

The 3 entries a investment adviser 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 28 skills that carry over
Skill Type
  • already held analyse financial risk skill
  • already held analyse market financial trends skill
  • already held assess financial viability skill
  • already held asset management knowledge
  • already held banking activities knowledge
  • already held financial markets knowledge
  • already held financial products knowledge
  • already held funding methods knowledge
  • already held interpret financial statements skill
  • 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 performance of a company skill
  • 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 fundamental analysis knowledge
  • already held green bonds knowledge
  • already held impact investing knowledge
  • already held perform stock valuation skill
  • already held social bonds knowledge
  • already held sustainable finance knowledge
13 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held consult credit score optional
  • optional, not held identify customer's needs optional
  • optional, not held principles of insurance optional
  • optional, not held promote financial products optional
  • optional, not held prospect new customers optional
  • optional, not held analyse business plans optional
  • optional, not held apply credit risk policy optional
  • optional, not held build business relationships optional
  • optional, not held develop investment portfolio optional
  • optional, not held ensure proper document management optional
  • optional, not held manage contracts optional
  • optional, not held perform clerical duties optional
  • optional, not held types of insurance optional
15 held skills the investment adviser 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 budget for financial needs skill
  • not needed by the target role corporate social responsibility knowledge
  • not needed by the target role data visualisation software knowledge
  • not needed by the target role economics 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 statements 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 investment banking knowledge
  • not needed by the target role quantitative analysis knowledge
  • not needed by the target role trading software knowledge
2 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
  • optional, not held principles of insurance optional
  • optional, not held types of insurance 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.