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

investor relations managertoinvestment analyst

A investor relations manager already meets 55% of what the investment analyst role asks for. The move turns on 8 required skills not yet in the profile.

From investor relations manager
55%
Overlap1
To investment analyst
21 Skills carried over
8 Required, not held
49.4 Difficulty2
Career overlap Partial match

55%

Learning distance Real move, short list to learn

49.4/ 100

1 Share of the investment analyst role’s weighted skill requirement already met by the investor relations 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 investment analyst role treats 13 of its required skills as things a investor relations manager already does. These are the ones it depends on most.

  • actuarial science
  • analyse financial performance of a company
  • analyse market financial trends
  • asset management
  • financial markets
  • funding methods

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 21 skills that carry over, these are the ones fewest other occupations ask for. A investment analyst role needs them, and most people applying for one will not have them already. This is the part of a investor relations 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 monitor stock market information skills
  • already held modern portfolio theory business, administration and law
  • already held provide support in financial calculation information skills

All 21 carried skills, including the 13 the investment analyst role treats as required.

Table 3

Table 3 · What you would need to learn

The 22 missing skills fall into 8 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, 7 supplementary
  • required, not held fundamental analysis required
  • required, not held financial products required
  • required, not held international trade required
  • optional, not held green bonds optional
  • optional, not held impact investing optional
  • optional, not held social bonds optional
  • optional, not held sustainable finance optional
  • optional, not held banking activities optional
  • optional, not held credit control processes optional
  • optional, not held international financial reporting standards optional
02 social sciences, journalism and information 2 required
  • required, not held economics required
  • required, not held quantitative analysis required
03 information skills 1 required, 3 supplementary
  • required, not held analyse economic trends required
  • optional, not held assess financial viability optional
  • optional, not held examine credit ratings optional
  • optional, not held perform stock valuation optional
04 information and communication technologies (icts) 1 required, 1 supplementary
  • required, not held data visualisation software required
  • optional, not held trading software optional
05 generic programmes and qualifications 1 required
  • required, not held empirical analysis required
06 communication, collaboration and creativity 1 supplementary
  • optional, not held communicate with banking professionals optional

2 further areas in the appendix

Table 4

Table 4 · Where to start

The 3 entries a investment 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 21 skills that carry over
Skill Type
  • already held actuarial science knowledge
  • already held analyse financial performance of a company skill
  • already held analyse market financial trends skill
  • already held asset management knowledge
  • already held financial markets knowledge
  • already held funding methods knowledge
  • already held modern portfolio theory knowledge
  • already held monitor stock market skill
  • already held obtain financial information skill
  • already held provide support in financial calculation skill
  • already held review investment portfolios skill
  • already held securities knowledge
  • already held stock market knowledge
  • already held analyse financial risk skill
  • already held business valuation techniques knowledge
  • already held corporate social responsibility knowledge
  • already held create a financial plan skill
  • already held financial forecasting knowledge
  • already held financial statements knowledge
  • already held interpret financial statements skill
  • already held investment banking knowledge
The 2 learning areas not shown above
Skill to acquire Tier
07 management skills 1 supplementary
  • optional, not held budget for financial needs optional
08 natural sciences, mathematics and statistics 1 supplementary
  • optional, not held Monte Carlo simulation optional
14 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held green bonds optional
  • optional, not held impact investing optional
  • optional, not held social bonds optional
  • optional, not held sustainable finance optional
  • optional, not held trading software optional
  • optional, not held Monte Carlo simulation optional
  • optional, not held assess financial viability optional
  • optional, not held banking activities optional
  • optional, not held budget for financial needs optional
  • optional, not held communicate with banking professionals optional
  • optional, not held credit control processes optional
  • optional, not held examine credit ratings optional
  • optional, not held international financial reporting standards optional
  • optional, not held perform stock valuation optional
25 held skills the investment analyst role does not ask for
Skill Type
  • not needed by the target role advise on financial matters skill
  • not needed by the target role analyse business plans skill
  • not needed by the target role build business relationships skill
  • not needed by the target role business communication knowledge
  • not needed by the target role business loans knowledge
  • not needed by the target role develop professional network skill
  • not needed by the target role develop public relations strategies skill
  • not needed by the target role draft press releases skill
  • not needed by the target role enforce financial policies skill
  • not needed by the target role ensure information transparency skill
  • not needed by the target role financial analysis 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 integrate shareholders' interests in business plans skill
  • not needed by the target role investment analysis knowledge
  • not needed by the target role liaise with managers skill
  • not needed by the target role liaise with shareholders skill
  • not needed by the target role make strategic business decisions skill
  • not needed by the target role manage the handling of promotional materials skill
  • not needed by the target role organise press conferences skill
  • not needed by the target role perform public relations skill
  • not needed by the target role plan health and safety procedures skill
  • not needed by the target role public relations knowledge
  • not needed by the target role strive for company growth skill
  • not needed by the target role synthesise financial information skill
16 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 data visualisation software required
  • required, not held economics required
  • required, not held empirical analysis required
  • required, not held financial products required
  • required, not held international trade required
  • required, not held quantitative analysis required
  • optional, not held green bonds optional
  • optional, not held impact investing optional
  • optional, not held social bonds optional
  • optional, not held sustainable finance optional
  • optional, not held trading software optional
  • optional, not held Monte Carlo simulation optional
  • optional, not held banking activities optional
  • optional, not held credit control processes optional
  • optional, not held international financial reporting standards optional
Index

Other moves recorded from investor relations manager

Full index of moves from investor relations 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.