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
Financial Analyst (Traditional Finance)
2-3 yearsSkills to master
- Strong financial modelling, data analysis, reporting accuracy, understanding of financial products.
You're ready to move on when
- Consistently produced accurate financial reports and forecasts.
- Demonstrated an interest in process improvement or new technologies within their previous role.
- Proactively sought out opportunities to work on cross-functional projects.
- 2
Junior Product Manager / Business Analyst (Fintech/Tech)
2-4 yearsSkills to master
- Requirements gathering, agile methodologies, understanding of software development lifecycles, user experience basics.
You're ready to move on when
- Successfully contributed to the launch or iteration of a digital product.
- Skilled at translating business needs into technical requirements.
- Comfortable working in fast-paced, ambiguous environments.
- 3
Consultant (Financial Services Advisory)
2-5 yearsSkills to master
- Client management, problem structuring, presentation skills, industry knowledge, project delivery.
You're ready to move on when
- Experience delivering projects for financial services clients.
- Strong ability to analyse complex business problems and recommend solutions.
- Excellent communication and stakeholder management skills.