Browse Skills develop investment portfolio

develop investment portfolio

🔻 Declining ESCO reuse: cross-sector

Create an investment portfolio for a customer that includes an insurance policy or multiple policies to cover specific risks, such as financial risks, assistance, reinsurance, industrial risks or natural and technical disasters.

develop investment portfolio — create an investment portfolio for a customer that includes an insurance policy or multiple policies to cover specific risks, such as financial risks, assistance, reinsurance, industrial risks or natural and technical disasters. McKinsey's Skill Change Index places it in the declining band (SCI 56.62/100) — a skill likely to fall in demand as AI and automation cover more of its ground by 2030. ESCO classifies it as a cross-sector (useful across many industries) skill within skills. It is currently listed by 6 occupations in our catalogue, including asset manager, corporate investment banker, mutual fund broker, and mergers and acquisitions analyst.

Category: skills › developing financial, business or marketing plans SCI: 56.62/100 Also known as: develop financial portfolio, develop market portfolio, develop zero-investment portfolio, develop a portfolio

Occupations that require develop investment portfolio

Showing top 6 of 6 occupations · ranked by India employment volume, then AI-durability.

asset manager · 🤖 5.0/10
corporate investment banker · 🤖 5.0/10
mutual fund broker · 🤖 5.0/10
mergers and acquisitions analyst · 🤖 5.8/10
securities analyst · 🤖 5.8/10
property insurance underwriter · 🤖 6.0/10

Frequently asked questions

What is develop investment portfolio?

Create an investment portfolio for a customer that includes an insurance policy or multiple policies to cover specific risks, such as financial risks, assistance, reinsurance, industrial risks or natural and technical disasters.

What category of skill is develop investment portfolio?

ESCO classifies develop investment portfolio under the skills category, specifically in the developing financial, business or marketing plans subcategory.

Is develop investment portfolio an AI-durable skill?

McKinsey's Skill Change Index places it in the declining band (SCI 56.62/100) — a skill likely to fall in demand as AI and automation cover more of its ground by 2030. Prioritise this skill only when it directly enables paid work today — plan for AI to absorb more of it every year.

Which jobs require develop investment portfolio?

In our catalogue, 6 occupations list develop investment portfolio as a required or important skill. The top occupations by employment volume include asset manager, corporate investment banker, mutual fund broker, mergers and acquisitions analyst, securities analyst, property insurance underwriter.

How transferable is develop investment portfolio between industries?

ESCO tags develop investment portfolio as a cross-sector (useful across many industries) skill — a signal of how portable it is when you change field.

Is develop investment portfolio the same as develop financial portfolio?

Yes — develop investment portfolio is also known as develop financial portfolio, develop market portfolio, develop zero-investment portfolio, or develop a portfolio. They refer to the same underlying capability in the ESCO taxonomy.

How can I learn develop investment portfolio?

The most reliable path is to pick a job or project that demands develop investment portfolio and learn through delivery. Complement that with role-specific roadmaps and short courses. Explore the occupations below to see where this skill is used in practice.

Data: ESCO v1.2.1 (CC-BY-4.0). Durability framework informed by McKinsey Global Institute (Nov 2025). See our methodology.