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
Financial Analyst (Corporate Finance/FP&A)
2-3 yearsSkills to master
- Strong financial analysis, Excel modelling, understanding of company financials, attention to detail in reporting.
You're ready to move on when
- You've built and maintained financial models.
- You're comfortable explaining variance analysis.
- You've prepared presentations for internal stakeholders on financial performance.
- 2
Equity Research Associate (Sell-Side)
2-4 yearsSkills to master
- Deep understanding of valuation, industry analysis, strong written communication for reports, ability to interact with institutional investors.
You're ready to move on when
- You've contributed to published research reports.
- You've built detailed financial models for covered companies.
- You've participated in calls with management teams or investors.
- 3
Junior Consultant (Financial Advisory)
2-3 yearsSkills to master
- Project management, client communication, data analysis, presentation skills, exposure to various business models.
You're ready to move on when
- You've managed project workstreams with tight deadlines.
- You've presented findings to clients or senior colleagues.
- You're adept at quickly learning new industries and business models.
- 4
Corporate Communications Associate
2-3 yearsSkills to master
- Strong writing and editing, media relations, understanding of corporate messaging, event management.
You're ready to move on when
- You've drafted press releases or corporate announcements.
- You've managed logistical aspects of corporate events.
- You understand the importance of consistent messaging.