Table 1Transition record

investor relations managertoinvestment fund manager

A investor relations manager already meets 64% of what the investment fund manager role asks for. The move turns on 8 required skills not yet in the profile.

From investor relations manager

64%

Overlap1

To investment fund manager

31 Skills carried over

8 Required, not held

46 Difficulty2

Career overlap Strong match

64%

Learning distance Real move, short list to learn

46/ 100

adjacentmoderatesubstantialcareer change

1 Share of the investment fund manager 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 fund manager role treats 22 of its required skills as things a investor relations manager already does. These are the ones it depends on most.

actuarial science
advise on financial matters
analyse financial performance of a company
analyse financial risk
analyse market financial trends
asset management

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 31 skills that carry over, these are the ones fewest other occupations ask for. A investment fund manager 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 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 22 the investment fund manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 26 missing skills fall into 4 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 management skills 4 required, 2 supplementary

required, not held develop financial products required
required, not held control financial resources required
required, not held develop investment portfolio required
required, not held make investment decisions required

optional, not held manage administrative systems optional
optional, not held manage budgets optional

02 information skills 2 required, 4 supplementary

required, not held manage financial risk required
required, not held perform stock valuation required

optional, not held prepare credit reports optional
optional, not held analyse loans optional
optional, not held consult information sources optional
optional, not held examine credit ratings optional

03 business, administration and law 1 required, 8 supplementary

required, not held financial products 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 debt classification optional
optional, not held debt systems optional

04 communication, collaboration and creativity 1 required, 4 supplementary

required, not held trade securities required

optional, not held liaise with board members optional
optional, not held negotiate on asset value optional
optional, not held communicate with banking professionals optional
optional, not held negotiate loan agreements optional

Table 4

Table 4 · Where to start

The 3 entries a investment fund 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 actuarial science knowledge
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 create a financial plan skill
already held enforce financial policies skill
already held financial analysis 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 modern portfolio theory knowledge
already held monitor stock market skill
already held review investment portfolios skill
already held securities knowledge
already held stock market knowledge
already held strive for company growth skill
already held business loans knowledge
already held business valuation techniques knowledge
already held financial forecasting knowledge
already held interpret financial statements skill
already held investment banking knowledge
already held liaise with managers skill
already held liaise with shareholders skill
already held obtain financial information skill
already held plan health and safety procedures skill

18 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 liaise with board members optional
optional, not held manage administrative systems optional
optional, not held negotiate on asset value optional
optional, not held prepare credit reports optional
optional, not held social bonds optional
optional, not held sustainable finance optional
optional, not held analyse loans optional
optional, not held banking activities optional
optional, not held communicate with banking professionals optional
optional, not held consult information sources optional
optional, not held credit control processes optional
optional, not held debt classification optional
optional, not held debt systems optional
optional, not held examine credit ratings optional
optional, not held manage budgets optional
optional, not held negotiate loan agreements optional

15 held skills the investment fund manager role does not ask for

Skill Type

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 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 ensure information transparency skill
not needed by the target role integrate shareholders' interests in business plans 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 provide support in financial calculation skill
not needed by the target role public relations knowledge
not needed by the target role synthesise financial information skill

9 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 financial products 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 debt classification optional
optional, not held debt systems 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.