Table 1Transition record

investment managertoinvestor relations manager

A investment manager already meets 63% of what the investor relations manager role asks for. The move turns on 8 required skills not yet in the profile.

From investment manager

63%

Overlap1

To investor relations manager

26 Skills carried over

8 Required, not held

42.9 Difficulty2

Career overlap Strong match

63%

Learning distance Real move, short list to learn

42.9/ 100

Easy adjacentmoderatesubstantialcareer change Hard

1 Share of the investor relations 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 investor relations manager role treats 18 of its required skills as things a investment manager already does. These are the ones it depends on most.

advise on financial matters
analyse business plans
analyse financial performance of a company
analyse market financial trends
corporate social responsibility
create a financial plan

What stands in the way is 8 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 26 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 manager background worth leading with.

Skill the target role also needs Area

already held business valuation techniques business, administration and law
already held asset management business, administration and law
already held monitor stock market information skills
already held enforce financial policies management skills
already held investment analysis business, administration and law
already held stock market business, administration and law

All 26 carried skills, including the 18 the investor relations manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 20 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 business, administration and law 3 required, 2 supplementary

required, not held modern portfolio theory required
required, not held public relations required
required, not held securities required

optional, not held investment banking optional
optional, not held business loans optional

02 communication, collaboration and creativity 3 required, 2 supplementary

required, not held build business relationships required
required, not held liaise with shareholders required
required, not held perform public relations required

optional, not held develop professional network optional
optional, not held draft press releases optional

03 information skills 1 required, 2 supplementary

required, not held ensure information transparency required

optional, not held provide support in financial calculation optional
optional, not held synthesise financial information optional

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

06 natural sciences, mathematics and statistics 1 supplementary

optional, not held actuarial science 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 26 skills that carry over

Skill Type

already held advise on financial matters skill
already held analyse business plans 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 stock market knowledge
already held strive for company growth skill
already held analyse financial risk skill
already held asset management knowledge
already held business valuation techniques knowledge
already held interpret financial statements skill
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

12 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held actuarial science optional
optional, not held investment banking optional
optional, not held business loans optional
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

25 held skills the investor relations manager role does not ask for

Skill Type

not needed by the target role analyse the credit history of potential customers skill
not needed by the target role apply credit risk policy skill
not needed by the target role apply technical communication skills 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 communicate with banking professionals skill
not needed by the target role corporate law knowledge
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 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 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 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

7 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 modern portfolio theory required
required, not held public relations required
required, not held securities required
optional, not held actuarial science optional
optional, not held investment banking optional
optional, not held business loans 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.