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
- Financial modelling (DCF, LBO, comps), M&A process understanding, presentation skills, working under pressure, attention to detail.
You're ready to move on when
- You've built multiple complex financial models for live deals.
- You're comfortable with tight deadlines and high expectations.
- You can articulate the key drivers and risks of a transaction.
- You've worked on pitch books and client presentations.
- 2
Strategy Consultant (Analyst/Associate)
2-4 yearsSkills to master
- Structured problem-solving, market research, strategic frameworks, client management (internal 'clients'), executive communication.
You're ready to move on when
- You've led workstreams on strategic projects for clients.
- You're skilled at breaking down complex business problems.
- You can synthesise large amounts of information into clear insights.
- You're comfortable presenting to senior stakeholders.
- 3
Private Equity / Venture Capital Analyst
2-3 yearsSkills to master
- Deal sourcing, due diligence, financial modelling, portfolio company analysis, understanding investor perspectives.
You're ready to move on when
- You've evaluated numerous investment opportunities.
- You've conducted commercial and financial due diligence.
- You understand what makes a good investment case.
- You're used to a fast-paced, deal-oriented environment.