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
Senior Specialist, IR Communications (L3)
3-5 years in previous roleSkills to master
- Mastering earnings cycle management, leading project-based investor engagements, developing strong executive communication skills, and beginning to mentor junior team members.
You're ready to move on when
- Consistently delivering high-quality earnings materials with minimal oversight.
- Proactively identifying and addressing potential investor concerns.
- Successfully managing small-scale investor events independently.
- Receiving positive feedback from executives on your support and insights.
- 2
Equity Research Analyst (Sell-Side or Buy-Side)
5-8 years in researchSkills to master
- Deep financial modelling, sector-specific expertise, strong written and verbal communication for investor audiences, understanding of investment theses, and market dynamics.
You're ready to move on when
- Proven track record of publishing impactful research or making successful investment recommendations.
- Strong network within the investment community.
- Ability to translate complex financial concepts into clear, concise narratives.
- Desire to move from analysis to direct corporate communication.
- 3
Corporate Finance / FP&A Manager
6-10 years in financeSkills to master
- Advanced financial planning and analysis, understanding of business drivers, internal stakeholder management, and translating financial data into strategic insights.
You're ready to move on when
- Expertise in financial reporting, budgeting, and forecasting.
- Experience presenting financial information to senior leadership.
- A keen interest in external market perception and investor engagement.
- Strong desire to apply financial acumen in a communication-focused role.