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
1-2 yearsSkills to master
- Advanced Excel modelling, valuation methodologies (DCF, comps), presentation skills, intense work ethic, attention to detail.
You're ready to move on when
- Successfully completed a 1-2 year analyst programme in M&A or corporate finance.
- Strong command of financial statement analysis and valuation techniques.
- Ability to work long hours and deliver high-quality work under pressure.
- 2
Management Consultant (Analyst/Associate)
1-2 yearsSkills to master
- Structured problem-solving, market research, strategic analysis, client communication, presentation development, industry deep dives.
You're ready to move on when
- Experience working on strategy or commercial due diligence projects for corporate clients.
- Strong ability to synthesise complex information into clear, actionable insights.
- Exposure to various industries and business models.
- 3
Startup Finance/Strategy Role
1-2 yearsSkills to master
- Operational finance (FP&A), understanding startup growth metrics, exposure to fundraising processes, P&L management, business model understanding.
You're ready to move on when
- Direct experience in a finance, strategy, or operations role within a high-growth startup.
- Familiarity with the challenges and opportunities of early-stage companies.
- Involvement in fundraising rounds or investor relations.
- 4
Big 4 Transaction Services/Audit
2-3 years (post-qualification for audit)Skills to master
- Financial due diligence, accounting principles, auditing processes, attention to detail, risk assessment, exposure to various company structures.
You're ready to move on when
- Completed professional accounting qualification (ACA, ACCA) or significant experience in transaction services.
- Strong understanding of financial statements and identifying accounting red flags.
- Experience with detailed financial analysis and reporting.