Table 1Transition record

middle office analysttoinvestment clerk

A middle office analyst already meets 41% of what the investment clerk role asks for. The move turns on 11 required skills not yet in the profile.

From middle office analyst

41%

Overlap1

To investment clerk

13 Skills carried over

11 Required, not held

58.6 Difficulty2

Career overlap Partial match

41%

Learning distance Substantial retraining

58.6/ 100

Easy adjacentmoderatesubstantialcareer change Hard

1 Share of the investment clerk role’s weighted skill requirement already met by the middle office 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 investment clerk role treats 8 of its required skills as things a middle office analyst already does. These are the ones it depends on most.

banking activities
handle financial transactions
handle paperwork
maintain records of financial transactions
office software
perform clerical duties

What stands in the way is 11 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 13 skills that carry over, these are the ones fewest other occupations ask for. A investment clerk role needs them, and most people applying for one will not have them already. This is the part of a middle office analyst background worth leading with.

Skill the target role also needs Area

already held handle paperwork management skills
already held provide financial product information communication, collaboration and creativity
already held use office systems management skills
already held office software information and communication technologies (icts)
already held maintain records of financial transactions information skills
already held trace financial transactions information skills

All 13 carried skills, including the 8 the investment clerk role treats as required.

Table 3

Table 3 · What you would need to learn

The 19 missing skills fall into 7 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 5 required, 1 supplementary

required, not held offer financial services required
required, not held follow written instructions required
required, not held present reports required
required, not held use different communication channels required
required, not held write work-related reports required

optional, not held communicate with customers optional

02 management skills 4 required, 2 supplementary

required, not held handle mail required
required, not held disseminate messages to people required
required, not held organise business documents required
required, not held perform office routine activities required

optional, not held deliver correspondence optional
optional, not held organise facilities for office personnel optional

03 business, administration and law 1 required, 2 supplementary

required, not held customer service required

optional, not held accounting techniques optional
optional, not held financial markets optional

04 engineering, manufacturing and construction 1 required

required, not held electronic communication required

05 information skills 1 supplementary

optional, not held ensure proper document management optional

06 social sciences, journalism and information 1 supplementary

optional, not held economics optional

1 further area in the appendix

Table 4

Table 4 · Where to start

The 3 entries a investment clerk 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 13 skills that carry over

Skill Type

already held banking activities knowledge
already held handle financial transactions skill
already held handle paperwork skill
already held maintain records of financial transactions skill
already held office software knowledge
already held perform clerical duties skill
already held provide financial product information skill
already held use office systems skill
already held communicate with banking professionals skill
already held financial products knowledge
already held obtain financial information skill
already held securities knowledge
already held trace financial transactions skill

The 1 learning area not shown above

Skill to acquire Tier

07 working with computers 1 supplementary

optional, not held digitise documents optional

8 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held accounting techniques optional
optional, not held communicate with customers optional
optional, not held deliver correspondence optional
optional, not held digitise documents optional
optional, not held economics optional
optional, not held ensure proper document management optional
optional, not held financial markets optional
optional, not held organise facilities for office personnel optional

23 held skills the investment clerk 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 financial risk skill
not needed by the target role apply company policies skill
not needed by the target role asset management knowledge
not needed by the target role business processes knowledge
not needed by the target role comply with legal regulations skill
not needed by the target role conduct qualitative research skill
not needed by the target role customer relationship management knowledge
not needed by the target role enforce financial policies skill
not needed by the target role ensure compliance with legal requirements skill
not needed by the target role financial management knowledge
not needed by the target role investment banking knowledge
not needed by the target role maintain contract administration skill
not needed by the target role manage administrative systems skill
not needed by the target role manage contracts skill
not needed by the target role manage financial risk skill
not needed by the target role office administration knowledge
not needed by the target role operate financial instruments skill
not needed by the target role provide improvement strategies skill
not needed by the target role provide support in financial calculation skill
not needed by the target role risk management knowledge
not needed by the target role statistics knowledge
not needed by the target role treasury management system knowledge

5 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 customer service required
required, not held electronic communication required
optional, not held accounting techniques optional
optional, not held economics optional
optional, not held financial markets optional

Index

Other moves recorded from middle office analyst

Full index of moves from middle office 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.