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

investment fund managertocorporate investment banker

A investment fund manager already meets 67% of what the corporate investment banker role asks for. The move turns on 5 required skills not yet in the profile.

From investment fund manager
67%
Overlap1
To corporate investment banker
20 Skills carried over
5 Required, not held
35.8 Difficulty2
Career overlap Strong match

67%

Learning distance Real move, short list to learn

35.8/ 100

1 Share of the corporate investment banker role’s weighted skill requirement already met by the investment fund manager 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 corporate investment banker role treats 15 of its required skills as things a investment fund manager already does. These are the ones it depends on most.

  • analyse financial performance of a company
  • analyse financial risk
  • asset management
  • banking activities
  • business valuation techniques
  • credit control processes

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 corporate investment banker role needs them, and most people applying for one will not have them already. This is the part of a investment fund manager background worth leading with.

Skill the target role also needs Area
  • already held business valuation techniques business, administration and law
  • already held investment banking business, administration and law
  • already held asset management business, administration and law
  • already held credit control processes business, administration and law
  • already held monitor stock market information skills
  • already held business loans business, administration and law

All 20 carried skills, including the 15 the corporate investment banker role treats as required.

Table 3

Table 3 · What you would need to learn

The 14 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 2 required, 3 supplementary
  • required, not held management consulting required
  • required, not held mergers and acquisitions required
  • optional, not held fundamental analysis optional
  • optional, not held holding company activities optional
  • optional, not held corporate law optional
02 communication, collaboration and creativity 2 required, 1 supplementary
  • required, not held advise on participation in financial markets required
  • required, not held provide legal advice on investments required
  • optional, not held manage contracts optional
03 social sciences, journalism and information 1 required
  • required, not held economics required
04 information skills 3 supplementary
  • optional, not held analyse business plans optional
  • optional, not held maintain client debt records optional
  • optional, not held perform debt investigation optional
05 management skills 2 supplementary
  • optional, not held make strategic business decisions optional
  • optional, not held manage corporate bank accounts optional
Table 4

Table 4 · Where to start

The 3 entries a corporate investment banker 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 analyse financial performance of a company skill
  • already held analyse financial risk skill
  • already held asset management knowledge
  • already held banking activities knowledge
  • already held business valuation techniques knowledge
  • already held credit control processes knowledge
  • already held develop investment portfolio skill
  • already held examine credit ratings skill
  • already held funding methods knowledge
  • already held investment banking knowledge
  • already held modern portfolio theory knowledge
  • already held monitor stock market skill
  • already held review investment portfolios skill
  • already held securities knowledge
  • already held stock market knowledge
  • already held business loans knowledge
  • already held debt systems knowledge
  • already held financial statements knowledge
  • already held interpret financial statements skill
  • already held perform stock valuation skill
9 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held fundamental analysis optional
  • optional, not held holding company activities optional
  • optional, not held analyse business plans optional
  • optional, not held corporate law optional
  • optional, not held maintain client debt records optional
  • optional, not held make strategic business decisions optional
  • optional, not held manage contracts optional
  • optional, not held manage corporate bank accounts optional
  • optional, not held perform debt investigation optional
37 held skills the corporate investment banker role does not ask for
Skill Type
  • not needed by the target role actuarial science knowledge
  • not needed by the target role advise on financial matters skill
  • not needed by the target role analyse loans skill
  • not needed by the target role analyse market financial trends skill
  • not needed by the target role communicate with banking professionals skill
  • not needed by the target role consult information sources skill
  • not needed by the target role control financial resources skill
  • not needed by the target role corporate social responsibility knowledge
  • not needed by the target role create a financial plan skill
  • not needed by the target role debt classification knowledge
  • not needed by the target role develop financial products skill
  • not needed by the target role enforce financial policies skill
  • not needed by the target role financial analysis knowledge
  • not needed by the target role financial forecasting knowledge
  • not needed by the target role financial management knowledge
  • not needed by the target role financial markets knowledge
  • not needed by the target role financial products knowledge
  • not needed by the target role follow company standards skill
  • not needed by the target role green bonds knowledge
  • not needed by the target role impact investing knowledge
  • not needed by the target role investment analysis knowledge
  • not needed by the target role liaise with board members skill
  • not needed by the target role liaise with managers skill
  • not needed by the target role liaise with shareholders skill
  • not needed by the target role make investment decisions skill
  • not needed by the target role manage administrative systems skill
  • not needed by the target role manage budgets skill
  • not needed by the target role manage financial risk skill
  • not needed by the target role negotiate loan agreements skill
  • not needed by the target role negotiate on asset value skill
  • not needed by the target role obtain financial information skill
  • not needed by the target role plan health and safety procedures skill
  • not needed by the target role prepare credit reports skill
  • not needed by the target role social bonds knowledge
  • not needed by the target role strive for company growth skill
  • not needed by the target role sustainable finance knowledge
  • not needed by the target role trade securities skill
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 management consulting required
  • required, not held economics required
  • required, not held mergers and acquisitions required
  • optional, not held fundamental analysis optional
  • optional, not held holding company activities optional
  • optional, not held corporate law optional
Index

Other moves recorded from investment fund manager

Full index of moves from investment fund manager

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.