Table 1Transition record

investment fund managertosecurities analyst

A investment fund manager already meets 66% of what the securities analyst role asks for. The move turns on 6 required skills not yet in the profile.

From investment fund manager

66%

Overlap1

To securities analyst

26 Skills carried over

6 Required, not held

38.8 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 38.8

This move: 38.8 of 100 · moderate

1 Share of the securities analyst 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.

Table 2

Table 2 · What you already bring

Of the 26 skills that carry over, these are the ones fewest other occupations ask for. A securities analyst 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 investment banking business, administration and law
already held liaise with board members communication, collaboration and creativity
already held asset management business, administration and law
already held monitor stock market information skills
already held perform stock valuation information skills
already held develop investment portfolio management skills

All 26 carried skills, including the 15 the securities analyst role treats as required.

Table 3

Table 3 · What you would need to learn

The 16 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 information skills 2 required, 3 supplementary

required, not held analyse economic trends required
required, not held collect financial data required

optional, not held consult credit score optional
optional, not held forecast economic trends optional
optional, not held provide cost benefit analysis reports optional

02 social sciences, journalism and information 2 required

required, not held economics required
required, not held quantitative analysis required

03 business, administration and law 1 required, 3 supplementary

required, not held fundamental analysis required

optional, not held commercial law optional
optional, not held cryptocurrency optional
optional, not held international financial reporting standards optional

04 communication, collaboration and creativity 1 required, 1 supplementary

required, not held advise on investment required

optional, not held present reports optional

05 natural sciences, mathematics and statistics 2 supplementary

optional, not held Monte Carlo simulation optional
optional, not held statistics optional

06 management skills 1 supplementary

optional, not held handle financial transactions optional

Table 4

Table 4 · Where to start

The 3 entries a securities analyst 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 26 skills that carry over

Skill Type

already held actuarial science knowledge
already held analyse financial risk skill
already held analyse market financial trends skill
already held asset management knowledge
already held consult information sources skill
already held develop investment portfolio skill
already held financial markets knowledge
already held financial products knowledge
already held investment analysis knowledge
already held modern portfolio theory knowledge
already held monitor stock market skill
already held obtain financial 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 banking activities knowledge
already held communicate with banking professionals skill
already held create a financial plan skill
already held examine credit ratings skill
already held financial statements knowledge
already held interpret financial statements skill
already held investment banking knowledge
already held liaise with board members skill
already held liaise with managers skill
already held perform stock valuation skill

10 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held commercial law optional
optional, not held consult credit score optional
optional, not held cryptocurrency optional
optional, not held Monte Carlo simulation optional
optional, not held forecast economic trends optional
optional, not held handle financial transactions optional
optional, not held international financial reporting standards optional
optional, not held present reports optional
optional, not held provide cost benefit analysis reports optional
optional, not held statistics optional

31 held skills the securities analyst role does not ask for

Skill Type

not needed by the target role analyse financial performance of a company skill
not needed by the target role analyse loans skill
not needed by the target role business loans knowledge
not needed by the target role business valuation techniques knowledge
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 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 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 follow company standards skill
not needed by the target role funding methods 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 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 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

8 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 fundamental analysis required
required, not held economics required
required, not held quantitative analysis required
optional, not held commercial law optional
optional, not held cryptocurrency optional
optional, not held Monte Carlo simulation optional
optional, not held international financial reporting standards optional
optional, not held statistics 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.