Table 1Transition record

mergers and acquisitions analysttofinancial broker

A mergers and acquisitions analyst already meets 42% of what the financial broker role asks for. The move turns on 9 required skills not yet in the profile.

From mergers and acquisitions analyst

42%

Overlap1

To financial broker

12 Skills carried over

9 Required, not held

55.2 Difficulty2

Career overlap Partial match

42%

Learning distance Substantial retraining

55.2/ 100

Easy adjacentmoderatesubstantialcareer change Hard

1 Share of the financial broker 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 financial broker 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 market financial trends
apply technical communication skills
create a financial plan
maintain financial records
manage financial risk

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 12 skills that carry over, these are the ones fewest other occupations ask for. A financial broker 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 handle financial disputes communication, collaboration and creativity
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 review investment portfolios communication, collaboration and creativity
already held actuarial science natural sciences, mathematics and statistics

All 12 carried skills, including the 7 the financial broker role treats as required.

Table 3

Table 3 · What you would need to learn

The 18 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 communication, collaboration and creativity 4 required, 2 supplementary

required, not held advise on financial matters required
required, not held protect client interests required
required, not held provide financial product information required
required, not held trade securities required

optional, not held communicate with banking professionals optional
optional, not held communicate with customers optional

02 information skills 2 required, 3 supplementary

required, not held obtain financial information required
required, not held synthesise financial information required

optional, not held maintain records of financial transactions optional
optional, not held provide cost benefit analysis reports optional
optional, not held trace financial transactions optional

03 business, administration and law 2 required, 1 supplementary

required, not held financial jurisdiction required
required, not held financial products required

optional, not held banking activities optional

04 social sciences, journalism and information 1 required

required, not held economics required

05 management skills 3 supplementary

optional, not held handle financial transactions optional
optional, not held operate financial instruments optional
optional, not held optimise financial performance optional

Table 4

Table 4 · Where to start

The 3 entries a financial broker 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 12 skills that carry over

Skill Type

already held actuarial science knowledge
already held analyse market financial trends skill
already held apply technical communication skills skill
already held create a financial plan skill
already held maintain financial records skill
already held manage financial risk skill
already held securities knowledge
already held conduct financial audits skill
already held handle financial disputes skill
already held modern portfolio theory knowledge
already held provide support in financial calculation skill
already held review investment portfolios skill

9 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held banking activities optional
optional, not held communicate with banking professionals optional
optional, not held communicate with customers optional
optional, not held handle financial transactions optional
optional, not held maintain records of financial transactions optional
optional, not held operate financial instruments optional
optional, not held optimise financial performance optional
optional, not held provide cost benefit analysis reports optional
optional, not held trace financial transactions optional

23 held skills the financial broker role does not ask for

Skill Type

not needed by the target role accounting knowledge
not needed by the target role analyse business plans skill
not needed by the target role analyse economic trends skill
not needed by the target role analyse financial performance of a company skill
not needed by the target role analyse financial risk skill
not needed by the target role apply credit risk policy 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 business valuation techniques 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 financial statements knowledge
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 interpret financial statements skill
not needed by the target role investment banking knowledge
not needed by the target role make strategic business decisions skill
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

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 economics required
required, not held financial jurisdiction required
required, not held financial products required
optional, not held banking activities optional

Index

Other moves recorded from mergers and acquisitions analyst

Full index of moves from mergers and acquisitions analyst

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.