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 Scheme / Internship Programme
6-12 monthsSkills to master
- Understanding corporate processes, basic data analysis, professional communication, time management, and foundational business acumen.
You're ready to move on when
- Consistently delivering accurate work on time during your internship/scheme.
- Proactively seeking out learning opportunities and asking insightful questions.
- Receiving positive feedback on your work ethic and team collaboration from supervisors.
- 2
Administrative / Executive Assistant in a Finance or Strategy Team
1-2 yearsSkills to master
- Organisational excellence, scheduling complex meetings, managing confidential information, exposure to high-level business discussions, and basic office software proficiency.
You're ready to move on when
- Demonstrating exceptional organisational skills and reliability in a high-pressure environment.
- Showing initiative to take on more analytical or project-based tasks beyond core administrative duties.
- A clear desire to transition into a more analytical role, backed by self-study or relevant coursework.
- 3
Financial Analyst / Research Assistant (non-Corp Dev)
1-2 yearsSkills to master
- Data gathering and analysis, financial reporting, market research, and presenting findings clearly. This is a solid analytical foundation.
You're ready to move on when
- Proven ability to conduct thorough research and present findings in a structured, clear manner.
- Strong quantitative skills demonstrated through financial modelling or data analysis projects.
- Expressing a keen interest in moving from general analysis to strategic, M&A-focused work.