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
Consulting Analyst / Associate
2-4 years in a top-tier consulting firmSkills to master
- Structured problem-solving, hypothesis-driven analysis, client communication, rapid synthesis of information, PowerPoint deck building.
You're ready to move on when
- Successfully led workstreams on client projects.
- Consistently received strong performance reviews for analytical rigour and presentation skills.
- Comfortable with ambiguous problems and tight deadlines.
- 2
Financial Analyst (FP&A / Investment Banking)
3-5 years in a corporate FP&A team or investment bankSkills to master
- Advanced financial modelling, valuation techniques, understanding of P&L/Balance Sheet/Cash Flow, data accuracy, attention to detail.
You're ready to move on when
- Owned and maintained complex financial models (e.g., budgeting, forecasting, valuation).
- Demonstrated ability to identify key drivers and assumptions in financial performance.
- Experience presenting financial insights to business leaders.
- 3
Business Intelligence / Data Analyst
3-5 years in a BI or data analytics roleSkills to master
- SQL, data visualisation (Tableau/Power BI), statistical analysis, data cleaning and transformation, identifying trends and anomalies.
You're ready to move on when
- Built and maintained complex dashboards and reports used for business decision-making.
- Strong proficiency in SQL for data extraction and manipulation.
- Ability to translate data insights into actionable recommendations.