Investment Specialist
Similar Professions

Alternative Careers and Similar Jobs to an Investment Specialist

As an Investment Specialist, you have transferrable skills that would make you a good fit for other similar jobs. Here's a list of related jobs, possible career transitions and alternative careers, based on skills you likely have.

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Similar Job Titles
  • Investment Analyst
  • Investment Associate
  • Investment Advisor
  • Vice President Of Investment
  • Investment Manager
  • Investment Director
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    Alternative Careers
  • Financial Advisor
  • Portfolio Manager
  • Managing Director
  • Client Service Associate
  • Client Associate
  • Portfolio Associate
  • Portfolio Analyst
  • Finance Associate
  • Investment Officer
  • Unlock all suggestions

    Similar Job Titles to an Investment Specialist

    These job titles are similar to the Investment Specialist role, and are often used interchangeably by companies. For example, some employers may refer to an Investment Specialist as either an Investment Analyst or an Investment Associate.

    Investment Analyst
     Fairly Similar Skills
     Growing

    Skill Similarity

    70%

    An Investment Analyst shares 70% of core skills with an Investment Specialist.

    Skills to develop to transition to this role

    Financial Modeling
    Corporate Finance
    Valuation
    Private Equity
    Mergers & Acquisitions (M&A)
    Asset Management
    Investment Banking
    Due Diligence

    Load more skills
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    Investment Associate
     Very Similar Skills
     Growing

    Skill Similarity

    80%

    An Investment Associate shares 80% of core skills with an Investment Specialist.

    Skills to develop to transition to this role

    Financial Modeling
    Private Equity
    Venture Capital
    Valuation
    Asset Management
    Due Diligence
    Corporate Finance
    Equities

    Load more skills
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    Investment Advisor
     Fairly Similar Skills
     Growing

    Skill Similarity

    74%

    An Investment Advisor shares 74% of core skills with an Investment Specialist.

    Skills to develop to transition to this role

    Equities
    Asset Management
    Financial Markets
    Asset Allocation
    Fixed Income
    Securities
    Alternative Investments
    Trading

    Load more skills
    See all Investment Advisor skills
    Vice President Of Investment
     Fairly Similar Skills
     Growing

    Skill Similarity

    72%

    A Vice President Of Investment shares 72% of core skills with an Investment Specialist.

    Skills to develop to transition to this role

    Asset Allocation
    Securities
    Asset Management
    Equities
    Alternative Investments
    Estate Planning
    Fixed Income
    Trading

    Load more skills
    See all Vice President Of Investment skills
    Investment Manager
     Very Similar Skills
     Growing

    Skill Similarity

    90%

    An Investment Manager shares 90% of core skills with an Investment Specialist.

    Skills to develop to transition to this role

    Equities
    Asset Management
    Real Estate
    Investment Properties
    Property Management
    Real Estate Development
    Valuation
    Financial Modeling

    Load more skills
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    Investment Director
     Fairly Similar Skills
     Growing

    Skill Similarity

    76%

    An Investment Director shares 76% of core skills with an Investment Specialist.

    Skills to develop to transition to this role

    Asset Management
    Equities
    Private Equity
    Valuation
    Alternative Investments
    Due Diligence
    Hedge Funds
    Financial Modeling

    Load more skills
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    Alternative Careers and Related Jobs For an Investment Specialist

    Here is a list of possible career transitions and similar professions a typical Investment Specialist often moves into, within or outside their industry.

    Financial Advisor
     Fairly Similar Skills
    ★  Very Popular

    Skill Similarity

    58%

    A Financial Advisor shares 58% of core skills with an Investment Specialist.

    Skills to develop to transition to this role

    Insurance
    Business Development
    Management
    Corporate Finance
    Team Leadership
    Sales
    Life Insurance
    Business Strategy

    Load more skills
    Explore this career profile See all Financial Advisor skills
    Portfolio Manager
     Fairly Similar Skills
     Growing

    Skill Similarity

    76%

    A Portfolio Manager shares 76% of core skills with an Investment Specialist.

    Skills to develop to transition to this role

    Financial Modeling
    Real Estate
    Asset Management
    Commercial Real Estate
    Capital Markets
    Fixed Income
    Business Development
    Strategy

    Load more skills
    Explore this career profile See all Portfolio Manager skills
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    Managing Director
     Fairly Similar Skills
     Growing

    Skill Similarity

    67%

    A Managing Director shares 67% of core skills with an Investment Specialist.

    Skills to develop to transition to this role

    Business Strategy
    Negotiation
    Business Development
    Strategic Planning
    Management
    Sales Management
    Marketing Strategy
    Business Planning

    Load more skills
    Explore this career profile See all Managing Director skills
    Client Service Associate
     Fairly Similar Skills
     Growing

    Skill Similarity

    58%

    A Client Service Associate shares 58% of core skills with an Investment Specialist.

    Skills to develop to transition to this role

    Client Services
    Trading
    Uniform Combined State Law
    Client Relations
    Securities
    Time Management
    Securities Regulation
    Wealth Management Services

    Load more skills
    Explore this career profile See all Client Service Associate skills
    Client Associate
     Fairly Similar Skills
     Growing

    Skill Similarity

    67%

    A Client Associate shares 67% of core skills with an Investment Specialist.

    Skills to develop to transition to this role

    Load skills
    Explore this career profile See all Client Associate skills
    Portfolio Associate
     Fairly Similar Skills
     Growing

    Skill Similarity

    68%

    A Portfolio Associate shares 68% of core skills with an Investment Specialist.

    Skills to develop to transition to this role

    Load skills
    See all Portfolio Associate skills
    Portfolio Analyst
     Fairly Similar Skills
     Growing

    Skill Similarity

    69%

    A Portfolio Analyst shares 69% of core skills with an Investment Specialist.

    Skills to develop to transition to this role

    Load skills
    See all Portfolio Analyst skills
    Finance Associate
     Fairly Similar Skills
     Growing

    Skill Similarity

    58%

    A Finance Associate shares 58% of core skills with an Investment Specialist.

    Skills to develop to transition to this role

    Load skills
    Explore this career profile See all Finance Associate skills
    Investment Officer
     Fairly Similar Skills
     Growing

    Skill Similarity

    76%

    An Investment Officer shares 76% of core skills with an Investment Specialist.

    Skills to develop to transition to this role

    Load skills
    See all Investment Officer skills

    High Value Skills to Build as an Investment Specialist

    If you're an Investment Specialist and are planning to move into a similar profession or alternative career, it's important to build the right skill sets to position you for your next career.

    We analyzed thousands of career transitions in your industry and identified the highest value skills to build as an Investment Specialist. Building these skills will set you up for the most number of the above careers.

    • Insurance
    • Business Development
    • Management
    • Corporate Finance
    • Team Leadership
    • Sales
    • Life Insurance
    • Business Strategy
    • Financial Modeling
    • Valuation
    • Private Equity
    • Mergers & Acquisitions (M&A)
    • Asset Management
    • Investment Banking
    • Due Diligence
    • Venture Capital
    • Equities

    Word Cloud of Skills to Build as an Investment Specialist

    Here is a word cloud of the skills above. Use this as inspiration for the kinds of transferrable skills you need to build to move into a similar profession or alternative career.

    Frequently Asked Questions

    What skills do you need to be a Managing Director?

    As an Investment Specialist trying to become a Managing Director, you should develop skills like:

    • Business Strategy
    • Negotiation
    • Business Development
    • Strategic Planning
    • Management
    • Sales Management
    • Marketing Strategy
    • Business Planning

    What skills do you need to be a Client Service Associate?

    As an Investment Specialist trying to become a Client Service Associate, you should develop skills like:

    • Client Services
    • Trading
    • Uniform Combined State Law
    • Client Relations
    • Securities
    • Time Management
    • Securities Regulation
    • Wealth Management Services

    What are good alternative careers for an Investment Specialist?

    Similar professions and job titles to an Investment Specialist are Financial Advisor, Managing Director, Client Service Associate, Portfolio Manager, Investment Officer, Portfolio Associate, Client Associate and Finance Associate.

    What are good jobs for a former Investment Specialist?

    It's common for an Investment Specialist to become a Client Service Associate, Managing Director, Portfolio Associate, Finance Associate, Investment Officer, Portfolio Analyst, Portfolio Manager or Financial Advisor.

    What are some job titles that are similar to an Investment Specialist?

    Job titles that are often used interchangeably with an Investment Specialist are:

    • Vice President Of Investment
    • Investment Manager
    • Investment Director
    • Investment Advisor
    • Investment Analyst
    • Investment Associate
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