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

investment fund management assistanttomutual fund broker

A investment fund management assistant already meets 57% of what the mutual fund broker role asks for. The move turns on 6 required skills not yet in the profile.

From investment fund management assistant
57%
Overlap1
To mutual fund broker
16 Skills carried over
6 Required, not held
43.6 Difficulty2
Career overlap Partial match

57%

Learning distance Real move, short list to learn

43.6/ 100

1 Share of the mutual fund broker role’s weighted skill requirement already met by the investment fund management assistant 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 mutual fund broker role treats 11 of its required skills as things a investment fund management assistant already does. These are the ones it depends on most.

  • actuarial science
  • analyse economic trends
  • analyse market financial trends
  • economics
  • financial markets
  • financial products

What stands in the way is 6 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 16 skills that carry over, these are the ones fewest other occupations ask for. A mutual fund broker role needs them, and most people applying for one will not have them already. This is the part of a investment fund management assistant background worth leading with.

Skill the target role also needs Area
  • already held asset management business, administration and law
  • already held offer financial services communication, collaboration and creativity
  • already held monitor stock market information skills
  • already held provide financial product information communication, collaboration and creativity
  • already held stock market business, administration and law
  • already held analyse economic trends information skills

All 16 carried skills, including the 11 the mutual fund broker role treats as required.

Table 3

Table 3 · What you would need to learn

The 16 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, 2 supplementary
  • required, not held investment analysis required
  • required, not held modern portfolio theory required
  • optional, not held customer service optional
  • optional, not held financial jurisdiction optional
02 management skills 2 required, 1 supplementary
  • required, not held develop investment portfolio required
  • required, not held operate financial instruments required
  • optional, not held create a financial plan optional
03 communication, collaboration and creativity 1 required, 5 supplementary
  • required, not held trade securities required
  • optional, not held implement hedging strategies for clients optional
  • optional, not held apply technical communication skills optional
  • optional, not held build business relationships optional
  • optional, not held develop professional network optional
  • optional, not held liaise with shareholders optional
04 information skills 1 required, 2 supplementary
  • required, not held forecast economic trends required
  • optional, not held perform stock valuation optional
  • optional, not held provide cost benefit analysis reports optional
Table 4

Table 4 · Where to start

The 3 entries a mutual fund broker 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 16 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 economics knowledge
  • already held financial markets knowledge
  • already held financial products knowledge
  • already held monitor stock market skill
  • already held provide financial product information skill
  • already held review investment portfolios skill
  • already held securities knowledge
  • already held stock market knowledge
  • already held advise on financial matters skill
  • already held analyse financial risk skill
  • already held asset management knowledge
  • already held handle financial transactions skill
  • already held offer financial services skill
10 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held customer service optional
  • optional, not held implement hedging strategies for clients optional
  • optional, not held apply technical communication skills optional
  • optional, not held build business relationships optional
  • optional, not held create a financial plan optional
  • optional, not held develop professional network optional
  • optional, not held financial jurisdiction optional
  • optional, not held liaise with shareholders optional
  • optional, not held perform stock valuation optional
  • optional, not held provide cost benefit analysis reports optional
22 held skills the mutual fund broker role does not ask for
Skill Type
  • not needed by the target role accounting knowledge
  • not needed by the target role accounting techniques knowledge
  • not needed by the target role analyse financial performance of a company skill
  • not needed by the target role assist in fund management skill
  • not needed by the target role banking activities knowledge
  • not needed by the target role calculate tax skill
  • not needed by the target role communicate with banking professionals skill
  • not needed by the target role communicate with customers skill
  • not needed by the target role compare property values skill
  • not needed by the target role create a financial report skill
  • not needed by the target role examine credit ratings skill
  • not needed by the target role financial forecasting knowledge
  • not needed by the target role financial statements knowledge
  • not needed by the target role funding methods knowledge
  • not needed by the target role implement marketing strategies skill
  • not needed by the target role maintain records of financial transactions skill
  • not needed by the target role manage contracts skill
  • not needed by the target role manage sales channels skill
  • not needed by the target role manage securities skill
  • not needed by the target role prepare financial statements skill
  • not needed by the target role present reports skill
  • not needed by the target role trading software knowledge
4 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 investment analysis required
  • required, not held modern portfolio theory required
  • optional, not held customer service optional
  • optional, not held financial jurisdiction optional
Index

Other moves recorded from investment fund management assistant

Full index of moves from investment fund management assistant

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.