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
Graduate Schemes (Finance/Investment)
1-2 years in a rotational finance or investment banking graduate scheme, then moving into IR.Skills to master
- Strong financial analysis, basic valuation, presentation skills, and an understanding of corporate reporting.
You're ready to move on when
- Consistently high performance in analytical tasks during rotations.
- Positive feedback on communication and attention to detail from managers.
- A clear expressed interest in capital markets and corporate communications.
- 2
Equity Research Analyst (Junior)
2-3 years as a junior analyst at a sell-side or buy-side firm.Skills to master
- Deep understanding of financial modelling, industry analysis, report writing, and investor perspectives.
You're ready to move on when
- Proven ability to conduct independent research and generate insights.
- Experience interacting with company management (even if limited).
- A desire to move from analysing multiple companies to focusing deeply on one.
- 3
Corporate Finance / FP&A Analyst
2-4 years in a corporate finance or financial planning & analysis role within a company.Skills to master
- Internal financial reporting, budgeting, forecasting, and understanding the operational drivers of a business.
You're ready to move on when
- Strong command of internal financial data and systems.
- Experience in preparing presentations for senior management.
- A keen interest in external market perception and investor engagement.