Table 1Transition record

investment fund management assistanttosecurities trader

A investment fund management assistant already meets 60% of what the securities trader role asks for. The move turns on 5 required skills not yet in the profile.

From investment fund management assistant

60%

Overlap1

To securities trader

20 Skills carried over

5 Required, not held

42.2 Difficulty2

Career overlap Partial match

60%

Learning distance Real move, short list to learn

42.2/ 100

Easy adjacentmoderatesubstantialcareer change Hard

1 Share of the securities trader 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 securities trader 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
communicate with customers
economics
financial markets

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 20 skills that carry over, these are the ones fewest other occupations ask for. A securities trader 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 offer financial services communication, collaboration and creativity
already held monitor stock market information skills
already held examine credit ratings 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 20 carried skills, including the 11 the securities trader role treats as required.

Table 3

Table 3 · What you would need to learn

The 18 missing skills fall into 6 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 financial jurisdiction required
required, not held modern portfolio theory required

optional, not held investment analysis optional
optional, not held tax legislation optional

02 information skills 1 required, 4 supplementary

required, not held forecast economic trends required

optional, not held interpret financial statements optional
optional, not held obtain financial information optional
optional, not held perform stock valuation optional
optional, not held trace financial transactions optional

03 management skills 1 required, 3 supplementary

required, not held perform financial market business required

optional, not held create a financial plan optional
optional, not held develop investment portfolio optional
optional, not held make investment decisions optional

04 communication, collaboration and creativity 1 required, 2 supplementary

required, not held write work-related reports required

optional, not held advise on investment optional
optional, not held trade securities optional

05 information and communication technologies (icts) 1 supplementary

optional, not held office software optional

06 natural sciences, mathematics and statistics 1 supplementary

optional, not held statistics optional

Table 4

Table 4 · Where to start

The 3 entries a securities 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 20 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 communicate with customers skill
already held economics knowledge
already held financial markets knowledge
already held handle financial transactions skill
already held monitor stock market skill
already held offer financial services skill
already held securities knowledge
already held stock market knowledge
already held accounting techniques knowledge
already held advise on financial matters skill
already held analyse financial risk skill
already held banking activities knowledge
already held examine credit ratings skill
already held financial products knowledge
already held maintain records of financial transactions skill
already held provide financial product information skill
already held review investment portfolios skill

13 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held advise on investment optional
optional, not held investment analysis optional
optional, not held create a financial plan optional
optional, not held develop investment portfolio optional
optional, not held interpret financial statements optional
optional, not held make investment decisions optional
optional, not held obtain financial information optional
optional, not held office software optional
optional, not held perform stock valuation optional
optional, not held statistics optional
optional, not held tax legislation optional
optional, not held trace financial transactions optional
optional, not held trade securities optional

18 held skills the securities trader role does not ask for

Skill Type

not needed by the target role accounting knowledge
not needed by the target role analyse financial performance of a company skill
not needed by the target role asset management knowledge
not needed by the target role assist in fund management skill
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 compare property values skill
not needed by the target role create a financial report 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 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

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
required, not held modern portfolio theory required
optional, not held investment analysis optional
optional, not held office software optional
optional, not held statistics optional
optional, not held tax legislation 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.