investment fund managertoinvestment manager
A investment fund manager already meets 78% of what the investment manager role asks for. The move turns on 5 required skills not yet in the profile.
78%
28.7/ 100
1 Share of the investment manager 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 this move works
A investment manager role treats 24 of its required skills as things a investment fund manager already does. These are the ones it depends on most.
- advise on financial matters
- analyse financial performance of a company
- analyse financial risk
- analyse market financial trends
- asset management
- banking activities
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 · What you already bring
Of the 37 skills that carry over, these are the ones fewest other occupations ask for. A investment manager 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.
- already held social bonds business, administration and law
- already held impact investing business, administration and law
- already held green bonds business, administration and law
- already held sustainable finance business, administration and law
- already held business valuation techniques business, administration and law
- already held asset management business, administration and law
All 37 carried skills, including the 24 the investment manager role treats as required.
Table 3 · What you would need to learn
The 14 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.
- required, not held analyse business plans required
- required, not held assess financial viability required
- optional, not held analyse the credit history of potential customers optional
- required, not held public offering required
- optional, not held corporate law optional
- optional, not held tax legislation optional
- optional, not held types of pensions optional
- required, not held manage securities required
- optional, not held manage corporate bank accounts optional
- optional, not held manage profitability optional
- required, not held liaise with financiers required
- optional, not held apply technical communication skills optional
- optional, not held apply credit risk policy optional
- optional, not held trading software optional
Table 4 · Where to start
The 3 entries a investment manager role is least likely to hire without. The ordering is computed from the skill data, not from what pays.
- 01 analyse business plans skill · cross sector
- 02 assess financial viability skill · cross sector
- 03 liaise with financiers skill · cross sector
Each entry opens a course search for that skill. Career Overlap earns nothing from these links.
Appendix · The rest of the record
All 37 skills that carry over
- already held advise on financial matters skill
- already held analyse financial performance of a company skill
- already held analyse financial risk skill
- already held analyse market financial trends skill
- already held asset management knowledge
- already held banking activities knowledge
- already held corporate social responsibility knowledge
- already held develop investment portfolio skill
- already held enforce financial policies skill
- already held financial analysis knowledge
- already held financial management knowledge
- already held financial products knowledge
- already held financial statements knowledge
- already held follow company standards skill
- already held funding methods knowledge
- already held interpret financial statements skill
- already held investment analysis knowledge
- already held liaise with managers skill
- already held monitor stock market skill
- already held obtain financial information skill
- already held review investment portfolios skill
- already held stock market knowledge
- already held strive for company growth skill
- already held trade securities skill
- already held business valuation techniques knowledge
- already held communicate with banking professionals skill
- already held create a financial plan skill
- already held examine credit ratings skill
- already held financial forecasting knowledge
- already held financial markets knowledge
- already held green bonds knowledge
- already held impact investing knowledge
- already held manage budgets skill
- already held perform stock valuation skill
- already held plan health and safety procedures skill
- already held social bonds knowledge
- already held sustainable finance knowledge
9 supplementary skills, helpful but not required
- optional, not held trading software optional
- optional, not held analyse the credit history of potential customers optional
- optional, not held apply credit risk policy optional
- optional, not held apply technical communication skills optional
- optional, not held corporate law optional
- optional, not held manage corporate bank accounts optional
- optional, not held manage profitability optional
- optional, not held tax legislation optional
- optional, not held types of pensions optional
20 held skills the investment manager role does not ask for
- not needed by the target role actuarial science knowledge
- not needed by the target role analyse loans skill
- not needed by the target role business loans knowledge
- 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 credit control processes knowledge
- not needed by the target role debt classification knowledge
- not needed by the target role debt systems knowledge
- not needed by the target role develop financial products skill
- not needed by the target role investment banking knowledge
- not needed by the target role liaise with board members 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 financial risk skill
- not needed by the target role modern portfolio theory knowledge
- 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 prepare credit reports skill
- not needed by the target role securities knowledge
5 gaps that are knowledge rather than practice
Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.
- required, not held public offering required
- optional, not held trading software optional
- optional, not held corporate law optional
- optional, not held tax legislation optional
- optional, not held types of pensions optional
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.