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
Director of Investor Relations (L6)
3-5 yearsSkills to master
- Deepen experience in leading complex earnings cycles, managing board-level IR communications, and developing global investor engagement strategies. Prove your ability to lead and mentor a significant team.
You're ready to move on when
- Successfully led the IR function through a major market event or strategic transformation.
- Consistently received positive feedback from the CEO/CFO on strategic insights and market advice.
- Built a strong, high-performing IR team that operates with minimal oversight.
- Established a robust network of top-tier institutional investors and sell-side analysts.
- 2
Head of Corporate Finance / Treasury (L6)
4-6 yearsSkills to master
- Gain comprehensive expertise in capital structure management, debt and equity financing, M&A execution, and financial risk management. This path requires a strong understanding of internal financial operations.
You're ready to move on when
- Successfully led significant financing rounds (debt or equity) for a public company.
- Played a critical role in the financial execution and communication of major M&A transactions.
- Demonstrated strong analytical capabilities in capital allocation and financial planning.
- Developed robust relationships with investment banks and rating agencies.
- 3
Investment Banking / Equity Research Senior Leader
5-8 yearsSkills to master
- Transitioning from the 'sell-side' or advisory requires demonstrating an ability to lead an internal corporate function, manage internal stakeholders, and adapt to a different pace and set of responsibilities. You'll need to prove you can build and lead a team, not just advise.
You're ready to move on when
- Extensive client-facing experience with C-suite executives at public companies.
- Deep expertise in a specific industry sector relevant to our business.
- Strong track record of originating and executing complex financial transactions or providing top-tier research coverage.
- Clear desire and aptitude for an in-house leadership role with direct team management responsibilities.