The pathway
How you actually get there, here
How you become one varies far more by country than what one does. This is the UK route. Most people take one of these ways in; the right one depends on where you're starting from.
- 1
Investment Banking Analyst
2-3 yearsSkills to master
- Intense financial modelling, valuation techniques (DCF, comps), pitch book creation, understanding deal processes. You'll bring a strong foundation in transaction execution.
You're ready to move on when
- You've worked on multiple M&A or capital markets transactions.
- You're proficient in Excel and PowerPoint for financial analysis and presentations.
- You can articulate the key drivers and risks of various business models.
- 2
Management Consultant (Junior Analyst/Associate)
2-4 yearsSkills to master
- Structured problem-solving, market research, competitive analysis, client communication, slide creation. You'll bring strong strategic thinking and presentation skills.
You're ready to move on when
- You've worked on strategy projects for diverse clients.
- You can break down complex business problems into manageable components.
- You're skilled at synthesising large amounts of information into clear insights.
- 3
Financial Analyst (Corporate Finance/FP&A)
3-5 yearsSkills to master
- Budgeting, forecasting, variance analysis, financial reporting, understanding internal business operations. You'll bring a strong grasp of our own company's financials.
You're ready to move on when
- You've owned significant parts of a company's financial planning cycle.
- You're adept at using financial systems and reporting tools.
- You can explain the 'why' behind financial performance.