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

mergers and acquisitions analysttodividend analyst

A mergers and acquisitions analyst already meets 49% of what the dividend analyst role asks for. The move turns on 9 required skills not yet in the profile.

From mergers and acquisitions analyst
49%
Overlap1
To dividend analyst
16 Skills carried over
9 Required, not held
48.6 Difficulty2
Career overlap Partial match

49%

Learning distance Real move, short list to learn

48.6/ 100

1 Share of the dividend analyst role’s weighted skill requirement already met by the mergers and acquisitions analyst 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 dividend analyst role treats 7 of its required skills as things a mergers and acquisitions analyst already does. These are the ones it depends on most.

  • actuarial science
  • analyse business plans
  • analyse financial performance of a company
  • analyse financial risk
  • analyse market financial trends
  • business valuation techniques

What stands in the way is 9 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 16 skills that carry over, these are the ones fewest other occupations ask for. A dividend analyst role needs them, and most people applying for one will not have them already. This is the part of a mergers and acquisitions analyst background worth leading with.

Skill the target role also needs Area
  • already held business valuation techniques business, administration and law
  • already held conduct financial audits information skills
  • already held modern portfolio theory business, administration and law
  • already held provide support in financial calculation information skills
  • already held make strategic business decisions management skills
  • already held review investment portfolios communication, collaboration and creativity

All 16 carried skills, including the 7 the dividend analyst role treats as required.

Table 3

Table 3 · What you would need to learn

The 13 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 information skills 4 required, 3 supplementary
  • required, not held calculate dividends required
  • required, not held maintain register of shareholders required
  • required, not held monitor stock market required
  • required, not held perform stock valuation required
  • optional, not held obtain financial information optional
  • optional, not held synthesise financial information optional
  • optional, not held trace financial transactions optional
02 business, administration and law 3 required
  • required, not held financial forecasting required
  • required, not held financial markets required
  • required, not held stock market required
03 management skills 1 required, 1 supplementary
  • required, not held forecast dividend trends required
  • optional, not held handle financial transactions optional
04 communication, collaboration and creativity 1 required
  • required, not held liaise with shareholders required
Table 4

Table 4 · Where to start

The 3 entries a dividend 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 16 skills that carry over
Skill Type
  • already held actuarial science knowledge
  • already held analyse business plans 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 business valuation techniques knowledge
  • already held maintain financial records skill
  • already held conduct financial audits skill
  • already held create a financial plan skill
  • already held financial statements knowledge
  • already held interpret financial statements skill
  • already held make strategic business decisions skill
  • already held manage financial risk skill
  • already held modern portfolio theory knowledge
  • already held provide support in financial calculation skill
  • already held review investment portfolios skill
4 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held handle financial transactions optional
  • optional, not held obtain financial information optional
  • optional, not held synthesise financial information optional
  • optional, not held trace financial transactions optional
19 held skills the dividend analyst role does not ask for
Skill Type
  • not needed by the target role accounting knowledge
  • not needed by the target role analyse economic trends 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 assess risks of clients' assets skill
  • not needed by the target role budget for financial needs skill
  • not needed by the target role business loans knowledge
  • not needed by the target role control financial resources skill
  • 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 handle financial disputes skill
  • not needed by the target role handle mergers and acquisitions skill
  • not needed by the target role holding company activities knowledge
  • not needed by the target role investment banking knowledge
  • not needed by the target role manage contracts skill
  • not needed by the target role mergers and acquisitions knowledge
  • not needed by the target role provide legal advice on investments skill
  • not needed by the target role securities knowledge
3 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 forecasting required
  • required, not held financial markets required
  • required, not held stock market required
Index
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.