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 years as an AnalystSkills to master
- Building detailed financial models (DCF, LBO, Comps), preparing client presentations, understanding deal processes, and working under intense pressure.
You're ready to move on when
- You've worked on multiple M&A transactions, even if only in a supporting role.
- You can build a three-statement model from scratch and explain the assumptions.
- You're comfortable with long hours and demanding deadlines.
- 2
Strategy Consultant (Analyst/Associate)
2-4 years in consultingSkills to master
- Structured problem-solving, market sizing, competitive analysis, preparing executive-level presentations, and client management.
You're ready to move on when
- You've worked on projects involving market entry, growth strategy, or commercial due diligence.
- You can break down complex business problems into logical frameworks.
- You're skilled at synthesising large amounts of information into clear recommendations.
- 3
Financial Analyst (Corporate Finance/FP&A)
3-5 years in a corporate finance functionSkills to master
- Budgeting, forecasting, variance analysis, understanding internal financial systems, and business partnering with operational teams.
You're ready to move on when
- You've built and maintained complex financial forecasts or budgets.
- You have a strong grasp of our company's (or a similar company's) financial statements and drivers.
- You've worked closely with business leaders to help them understand financial performance.