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
Strategy Analyst (Level 001)
1-2 yearsSkills to master
- Mastering data gathering, building accurate model components, creating clear presentation slides, and understanding basic strategic frameworks.
You're ready to move on when
- Consistently delivers error-free analytical outputs under supervision.
- Can clearly articulate the 'so what' of their analysis.
- Proactively identifies data issues or inconsistencies.
- Takes initiative to learn new tools and concepts.
- 2
Management Consulting Analyst
2-3 yearsSkills to master
- Structured problem-solving, client communication, working under pressure, building compelling presentations, and exposure to various industries.
You're ready to move on when
- Successfully managed multiple workstreams on client projects.
- Received strong client feedback on analytical contributions.
- Comfortable presenting findings to senior client stakeholders.
- Developed a strong toolkit of consulting frameworks.
- 3
Investment Banking Analyst
2-3 yearsSkills to master
- Expert-level financial modelling, valuation techniques (DCF, comps), M&A process understanding, working long hours, and attention to detail.
You're ready to move on when
- Built and audited complex 3-statement financial models.
- Successfully contributed to multiple M&A or capital markets transactions.
- Demonstrated exceptional accuracy under tight deadlines.
- Strong understanding of company financials and market dynamics.