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 Programme (Compliance/Risk)
1-2 yearsSkills to master
- Structured thinking, regulatory awareness, data handling, and internal stakeholder communication. You'll learn how a big organisation works.
You're ready to move on when
- Successfully completed rotations in relevant departments (e.g., Compliance, Risk, Operations).
- Received positive feedback on data accuracy and adherence to procedures.
- Demonstrated a keen interest in sustainable finance through project work or self-study.
- 2
Data Analyst (Entry-Level)
1-2 yearsSkills to master
- Advanced Excel, data cleaning, basic data visualisation, and understanding data lineage. You'll be a wizard with spreadsheets.
You're ready to move on when
- Proven ability to work with large, complex datasets and identify data quality issues.
- Strong command of data manipulation tools like Excel or basic SQL.
- Expressed a desire to apply data skills in a regulatory or compliance context.
- 3
Operations Assistant (Financial Services)
2-3 yearsSkills to master
- Understanding of financial products, operational processes, attention to detail in high-volume environments, and regulatory reporting cycles. You'll know how the business actually runs.
You're ready to move on when
- Consistent track record of accurate and timely processing of financial transactions or reports.
- Familiarity with financial services regulations relevant to operational processes.
- Proactive in seeking to understand the 'why' behind compliance requirements.