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 Associate / Vice President
Transitioning after 3-7 years in banking, having executed multiple M&A transactions.Skills to master
- Deep financial modelling, transaction execution, client management, and presentation skills.
You're ready to move on when
- Successfully led multiple deal workstreams from an advisory perspective.
- Proven ability to build and defend complex valuation models.
- Strong client-facing communication and project management skills.
- 2
Private Equity Associate / Senior Associate
Moving after 2-5 years in PE, with experience in deal sourcing, diligence, and portfolio company management.Skills to master
- Investment thesis development, commercial due diligence, portfolio value creation, and understanding of ownership dynamics.
You're ready to move on when
- Experience evaluating and closing direct investments.
- Strong understanding of business operations and value drivers beyond just financials.
- Ability to work independently on deal evaluation.
- 3
Senior Corporate Development Analyst / Corporate Development Associate
Promoting internally or joining from another corporate development team after 5-8 years.Skills to master
- In-depth understanding of our company's strategy, internal stakeholder management, and specific sector knowledge.
You're ready to move on when
- Proven track record of leading significant analytical workstreams within corporate development.
- Strong relationships with internal business unit leaders.
- Demonstrated ability to present strategic recommendations to senior management.


