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
Strategic Planning Analyst (L2)
2-3 yearsSkills to master
- Independent ownership of specific LRP components, building analyses from scratch, basic stakeholder communication, and robust Excel modelling.
You're ready to move on when
- Consistently delivers accurate and timely financial analyses with minimal supervision.
- Proactively identifies issues and proposes solutions for routine strategic questions.
- Begins to take initiative on improving existing models or processes.
- Receives positive feedback on clarity of communication and analytical rigor.
- 2
Investment Banking Analyst / Associate
3-5 yearsSkills to master
- Advanced M&A valuation techniques, deal execution processes, financial due diligence, and high-pressure client management.
You're ready to move on when
- Successfully executed multiple M&A transactions or capital raises.
- Deep expertise in DCF, precedent transactions, and comparable company analysis.
- Ability to work long hours and deliver under intense pressure.
- Strong client-facing communication and presentation skills.
- 3
Management Consultant (Financial Services Focus)
3-5 yearsSkills to master
- Structured problem-solving, strategic framework application, client engagement, and developing actionable recommendations for complex business challenges.
You're ready to move on when
- Led workstreams on strategic projects for financial services clients.
- Proven ability to break down ambiguous problems and develop clear solutions.
- Excellent presentation and stakeholder management skills.
- Experience working with diverse teams and delivering under tight deadlines.