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
Investment Banking Analyst/Associate
2-3 years as an Analyst, then 1-2 years as an Associate.Skills to master
- Financial modelling (DCF, comps), valuation techniques, transaction process management, client communication, presentation skills.
You're ready to move on when
- Successfully executed multiple M&A or capital raise transactions.
- Built complex financial models from scratch with minimal supervision.
- Comfortable with high-pressure, deadline-driven environments.
- 2
Private Equity Associate
2-4 years.Skills to master
- Due diligence, investment memo writing, portfolio monitoring, deal sourcing, financial analysis.
You're ready to move on when
- Actively involved in the full investment lifecycle from sourcing to closing.
- Demonstrated ability to assess business models and market opportunities.
- Strong command of valuation and deal structuring.
- 3
Startup Operations / Strategy (with strong analytical focus)
3-5 years.Skills to master
- Understanding of startup growth drivers, unit economics, go-to-market strategies, fundraising processes, operational challenges, data analysis.
You're ready to move on when
- Played a key role in a high-growth startup's strategic initiatives or fundraising rounds.
- Developed a deep understanding of a specific industry sector.
- Proven ability to work autonomously and drive projects forward in an ambiguous environment.
- 4
Management Consultant (focused on strategy/tech)
3-5 years.Skills to master
- Strategic analysis, market research, client management, problem-solving frameworks, presentation development.
You're ready to move on when
- Led strategic projects for corporate clients, often involving market entry or technology assessment.
- Comfortable with rigorous data analysis and hypothesis-driven problem solving.
- Excellent communication and stakeholder management skills.