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

investment managertoasset manager

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

From investment manager
66%
Overlap1
To asset manager
24 Skills carried over
6 Required, not held
38.8 Difficulty2
Career overlap Strong match

66%

Learning distance Real move, short list to learn

38.8/ 100

1 Share of the asset manager role’s weighted skill requirement already met by the investment 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 asset manager role treats 16 of its required skills as things a investment 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
  • corporate social responsibility

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 24 skills that carry over, these are the ones fewest other occupations ask for. A asset manager role needs them, and most people applying for one will not have them already. This is the part of a investment manager background worth leading with.

Skill the target role also needs Area
  • already held apply credit risk policy assisting and caring
  • already held asset management business, administration and law
  • already held develop investment portfolio management skills
  • already held enforce financial policies management skills
  • already held examine credit ratings information skills
  • already held financial analysis business, administration and law

All 24 carried skills, including the 16 the asset manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 16 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 information skills 2 required, 2 supplementary
  • required, not held advise on risk management required
  • required, not held manage financial risk required
  • optional, not held consult credit score optional
  • optional, not held provide support in financial calculation optional
02 management skills 2 required, 1 supplementary
  • required, not held perform asset recognition required
  • required, not held handle financial transactions required
  • optional, not held exert expenditure control optional
03 business, administration and law 1 required, 2 supplementary
  • required, not held modern portfolio theory required
  • optional, not held credit control processes optional
  • optional, not held securities optional
04 natural sciences, mathematics and statistics 1 required
  • required, not held actuarial science required
05 communication, collaboration and creativity 5 supplementary
  • optional, not held negotiate on asset value optional
  • optional, not held review closing procedures optional
  • optional, not held handle financial disputes optional
  • optional, not held identify clients' needs optional
  • optional, not held negotiate loan agreements optional
Table 4

Table 4 · Where to start

The 3 entries a asset 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 24 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 financial risk skill
  • already held analyse market financial trends skill
  • already held asset management knowledge
  • already held corporate social responsibility knowledge
  • already held develop investment portfolio skill
  • already held enforce financial policies skill
  • already held examine credit ratings skill
  • already held financial analysis knowledge
  • already held financial markets knowledge
  • already held financial statements knowledge
  • already held follow company standards skill
  • already held liaise with managers skill
  • already held review investment portfolios skill
  • already held strive for company growth skill
  • already held apply credit risk policy skill
  • already held apply technical communication skills skill
  • already held create a financial plan skill
  • already held financial management knowledge
  • already held funding methods knowledge
  • already held interpret financial statements skill
  • already held obtain financial information skill
  • already held plan health and safety procedures skill
10 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held consult credit score optional
  • optional, not held negotiate on asset value optional
  • optional, not held review closing procedures optional
  • optional, not held credit control processes optional
  • optional, not held exert expenditure control optional
  • optional, not held handle financial disputes optional
  • optional, not held identify clients' needs optional
  • optional, not held negotiate loan agreements optional
  • optional, not held provide support in financial calculation optional
  • optional, not held securities optional
27 held skills the asset manager role does not ask for
Skill Type
  • not needed by the target role analyse business plans skill
  • not needed by the target role analyse the credit history of potential customers skill
  • not needed by the target role assess financial viability skill
  • not needed by the target role banking activities knowledge
  • not needed by the target role business valuation techniques knowledge
  • not needed by the target role communicate with banking professionals skill
  • not needed by the target role corporate law knowledge
  • not needed by the target role financial forecasting knowledge
  • 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 investment analysis knowledge
  • not needed by the target role liaise with financiers skill
  • not needed by the target role manage budgets skill
  • not needed by the target role manage corporate bank accounts skill
  • not needed by the target role manage profitability skill
  • not needed by the target role manage securities skill
  • not needed by the target role monitor stock market skill
  • not needed by the target role perform stock valuation skill
  • not needed by the target role public offering knowledge
  • not needed by the target role social bonds knowledge
  • not needed by the target role stock market knowledge
  • not needed by the target role sustainable finance knowledge
  • not needed by the target role tax legislation knowledge
  • not needed by the target role trade securities skill
  • not needed by the target role trading software knowledge
  • not needed by the target role types of pensions knowledge
4 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 actuarial science required
  • required, not held modern portfolio theory required
  • optional, not held credit control processes optional
  • optional, not held securities optional
Index

Other moves recorded from investment manager

Full index of moves from investment 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.