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

investment clerktofinancial markets back office administrator

A investment clerk already meets 63% of what the financial markets back office administrator role asks for. The move turns on 3 required skills not yet in the profile.

From investment clerk
63%
Overlap1
To financial markets back office administrator
15 Skills carried over
3 Required, not held
37.9 Difficulty2
Career overlap Strong match

63%

Learning distance Real move, short list to learn

37.9/ 100

1 Share of the financial markets back office administrator role’s weighted skill requirement already met by the investment clerk 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 financial markets back office administrator role treats 10 of its required skills as things a investment clerk already does. These are the ones it depends on most.

  • banking activities
  • customer service
  • electronic communication
  • financial markets
  • financial products
  • handle financial transactions

What stands in the way is 3 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 15 skills that carry over, these are the ones fewest other occupations ask for. A financial markets back office administrator role needs them, and most people applying for one will not have them already. This is the part of a investment clerk background worth leading with.

Skill the target role also needs Area
  • already held handle paperwork management skills
  • already held provide financial product information communication, collaboration and creativity
  • already held electronic communication engineering, manufacturing and construction
  • already held office software information and communication technologies (icts)
  • already held maintain records of financial transactions information skills
  • already held trace financial transactions information skills

All 15 carried skills, including the 10 the financial markets back office administrator role treats as required.

Table 3

Table 3 · What you would need to learn

The 14 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 1 required, 6 supplementary
  • required, not held office administration required
  • optional, not held commercial law optional
  • optional, not held foreign valuta optional
  • optional, not held international commercial transactions rules optional
  • optional, not held accounting optional
  • optional, not held financial jurisdiction optional
  • optional, not held stock market optional
02 communication, collaboration and creativity 1 required, 2 supplementary
  • required, not held manage contracts required
  • optional, not held trade foreign currencies optional
  • optional, not held trade securities optional
03 management skills 1 required, 1 supplementary
  • required, not held manage administrative systems required
  • optional, not held manage securities trading optional
04 natural sciences, mathematics and statistics 2 supplementary
  • optional, not held actuarial science optional
  • optional, not held statistics optional
Table 4

Table 4 · Where to start

The 3 entries a financial markets back office administrator 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 15 skills that carry over
Skill Type
  • already held banking activities knowledge
  • already held customer service knowledge
  • already held electronic communication knowledge
  • already held financial markets knowledge
  • already held financial products knowledge
  • already held handle financial transactions skill
  • already held handle paperwork skill
  • already held maintain records of financial transactions skill
  • already held office software knowledge
  • already held perform clerical duties skill
  • already held communicate with banking professionals skill
  • already held economics knowledge
  • already held provide financial product information skill
  • already held securities knowledge
  • already held trace financial transactions skill
11 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held actuarial science optional
  • optional, not held commercial law optional
  • optional, not held foreign valuta optional
  • optional, not held international commercial transactions rules optional
  • optional, not held manage securities trading optional
  • optional, not held trade foreign currencies optional
  • optional, not held accounting optional
  • optional, not held financial jurisdiction optional
  • optional, not held statistics optional
  • optional, not held stock market optional
  • optional, not held trade securities optional
17 held skills the financial markets back office administrator role does not ask for
Skill Type
  • not needed by the target role accounting techniques knowledge
  • not needed by the target role communicate with customers skill
  • not needed by the target role deliver correspondence skill
  • not needed by the target role digitise documents skill
  • not needed by the target role disseminate messages to people skill
  • not needed by the target role ensure proper document management skill
  • not needed by the target role follow written instructions skill
  • not needed by the target role handle mail skill
  • not needed by the target role obtain financial information skill
  • not needed by the target role offer financial services skill
  • not needed by the target role organise business documents skill
  • not needed by the target role organise facilities for office personnel skill
  • not needed by the target role perform office routine activities skill
  • not needed by the target role present reports skill
  • not needed by the target role use different communication channels skill
  • not needed by the target role use office systems skill
  • not needed by the target role write work-related reports skill
9 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 office administration required
  • optional, not held actuarial science optional
  • optional, not held commercial law optional
  • optional, not held foreign valuta optional
  • optional, not held international commercial transactions rules optional
  • optional, not held accounting optional
  • optional, not held financial jurisdiction optional
  • optional, not held statistics optional
  • optional, not held stock market optional
Index

Other moves recorded from investment clerk

Full index of moves from investment clerk

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.