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

investment fund managertoinvestor relations manager

A investment fund manager already meets 72% of what the investor relations manager role asks for. The move turns on 6 required skills not yet in the profile.

From investment fund manager
72%
Overlap1
To investor relations manager
31 Skills carried over
6 Required, not held
33.2 Difficulty2
Career overlap Strong match

72%

Learning distance Real move, short list to learn

33.2/ 100

1 Share of the investor relations 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

Why this move works

A investor relations manager role treats 20 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 market financial trends
  • corporate social responsibility
  • create a financial plan
  • enforce financial policies

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 31 skills that carry over, these are the ones fewest other occupations ask for. A investor relations 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.

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 liaise with shareholders communication, collaboration and creativity
  • already held monitor stock market information skills
  • already held business loans business, administration and law

All 31 carried skills, including the 20 the investor relations manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 15 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 communication, collaboration and creativity 2 required, 2 supplementary
  • required, not held build business relationships required
  • required, not held perform public relations required
  • optional, not held develop professional network optional
  • optional, not held draft press releases optional
02 information skills 2 required, 2 supplementary
  • required, not held analyse business plans required
  • required, not held ensure information transparency required
  • optional, not held provide support in financial calculation optional
  • optional, not held synthesise financial information optional
03 business, administration and law 1 required
  • required, not held public relations required
04 generic programmes and qualifications 1 required
  • required, not held business communication required
05 management skills 5 supplementary
  • optional, not held develop public relations strategies optional
  • optional, not held integrate shareholders' interests in business plans optional
  • optional, not held make strategic business decisions optional
  • optional, not held manage the handling of promotional materials optional
  • optional, not held organise press conferences optional
Table 4

Table 4 · Where to start

The 3 entries a investor relations manager 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 31 skills that carry over
Skill Type
  • already held advise on financial matters skill
  • already held analyse financial performance of a company skill
  • already held analyse market financial trends skill
  • already held corporate social responsibility knowledge
  • already held create a financial plan skill
  • already held enforce financial policies skill
  • already held financial analysis knowledge
  • already held financial forecasting knowledge
  • already held financial management knowledge
  • already held financial markets knowledge
  • already held financial statements knowledge
  • already held follow company standards skill
  • already held funding methods knowledge
  • already held investment analysis knowledge
  • already held liaise with managers skill
  • already held liaise with shareholders skill
  • already held modern portfolio theory knowledge
  • already held securities knowledge
  • already held stock market knowledge
  • already held strive for company growth skill
  • already held actuarial science knowledge
  • already held analyse financial risk skill
  • already held asset management knowledge
  • already held business loans knowledge
  • already held business valuation techniques knowledge
  • already held interpret financial statements skill
  • already held investment banking knowledge
  • already held monitor stock market skill
  • already held obtain financial information skill
  • already held plan health and safety procedures skill
  • already held review investment portfolios skill
9 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held develop professional network optional
  • optional, not held develop public relations strategies optional
  • optional, not held draft press releases optional
  • optional, not held integrate shareholders' interests in business plans optional
  • optional, not held make strategic business decisions optional
  • optional, not held manage the handling of promotional materials optional
  • optional, not held organise press conferences optional
  • optional, not held provide support in financial calculation optional
  • optional, not held synthesise financial information optional
26 held skills the investor relations manager role does not ask for
Skill Type
  • not needed by the target role analyse loans skill
  • not needed by the target role banking activities knowledge
  • 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 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 develop investment portfolio skill
  • not needed by the target role examine credit ratings skill
  • not needed by the target role financial products knowledge
  • not needed by the target role green bonds knowledge
  • not needed by the target role impact investing knowledge
  • not needed by the target role liaise with board members 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 perform stock valuation 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 sustainable finance knowledge
  • not needed by the target role trade securities skill
2 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 business communication required
  • required, not held public relations required
Index
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.