Table 1Transition record

investment analysttostock trader

A investment analyst already meets 64% of what the stock trader role asks for. The move turns on 4 required skills not yet in the profile.

From investment analyst

64%

Overlap1

To stock trader

18 Skills carried over

4 Required, not held

36.6 Difficulty2

Career overlap Strong match

64%

Learning distance Real move, short list to learn

36.6/ 100

adjacentmoderatesubstantialcareer change

1 Share of the stock trader 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 stock trader role treats 12 of its required skills as things a investment analyst already does. These are the ones it depends on most.

actuarial science
analyse economic trends
analyse market financial trends
asset management
economics
financial markets

What stands in the way is 4 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 18 skills that carry over, these are the ones fewest other occupations ask for. A stock trader 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 trading software information and communication technologies (icts)
already held asset management business, administration and law
already held perform stock valuation information skills
already held examine credit ratings information skills
already held modern portfolio theory business, administration and law

All 18 carried skills, including the 12 the stock trader role treats as required.

Table 3

Table 3 · What you would need to learn

The 15 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 business, administration and law 1 required, 4 supplementary

required, not held financial jurisdiction required

optional, not held cryptocurrency optional
optional, not held holding company activities optional
optional, not held accounting optional
optional, not held tax legislation optional

02 information skills 1 required, 3 supplementary

required, not held forecast economic trends required

optional, not held maintain financial records optional
optional, not held synthesise financial information optional
optional, not held trace financial transactions optional

03 communication, collaboration and creativity 1 required, 2 supplementary

required, not held trade securities required

optional, not held advise on financial matters optional
optional, not held provide financial product information optional

04 management skills 1 required, 1 supplementary

required, not held handle financial transactions required

optional, not held develop investment portfolio optional

05 natural sciences, mathematics and statistics 1 supplementary

optional, not held statistics optional

Table 4

Table 4 · Where to start

The 3 entries a stock trader 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 actuarial science knowledge
already held analyse economic trends skill
already held analyse market financial trends skill
already held asset management knowledge
already held economics knowledge
already held financial markets knowledge
already held financial products knowledge
already held modern portfolio theory knowledge
already held perform stock valuation skill
already held securities knowledge
already held stock market knowledge
already held trading software knowledge
already held banking activities knowledge
already held create a financial plan skill
already held examine credit ratings skill
already held fundamental analysis knowledge
already held funding methods knowledge
already held obtain financial information skill

11 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held cryptocurrency optional
optional, not held holding company activities optional
optional, not held accounting optional
optional, not held advise on financial matters optional
optional, not held develop investment portfolio optional
optional, not held maintain financial records optional
optional, not held provide financial product information optional
optional, not held statistics optional
optional, not held synthesise financial information optional
optional, not held tax legislation optional
optional, not held trace financial transactions optional

25 held skills the stock trader role does not ask for

Skill Type

not needed by the target role Monte Carlo simulation knowledge
not needed by the target role analyse financial performance of a company skill
not needed by the target role analyse financial risk 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 business valuation techniques knowledge
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 credit control processes knowledge
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 statements 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 interpret financial statements skill
not needed by the target role investment banking knowledge
not needed by the target role monitor stock market 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 review investment portfolios skill
not needed by the target role social bonds knowledge
not needed by the target role sustainable finance 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 financial jurisdiction required
optional, not held cryptocurrency optional
optional, not held holding company activities optional
optional, not held accounting optional
optional, not held statistics optional
optional, not held tax legislation 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.