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 Scheme (Finance/Data focus)
0-1 year post-graduationSkills to master
- Foundational data analysis, basic financial modelling, presentation skills, understanding of business operations.
You're ready to move on when
- Successfully completed rotations in analytical or finance departments.
- Received positive feedback on data accuracy and problem-solving.
- Demonstrated initiative in learning about the company's products.
- 2
Finance or Data Internship (Insurance/Financial Services)
6-12 months internship experienceSkills to master
- Practical application of spreadsheet skills, data extraction, basic reporting, professional communication.
You're ready to move on when
- Completed an internship with a focus on data analysis or financial support.
- Can demonstrate specific tasks completed and tools used during the internship.
- Received a positive recommendation from internship supervisor.
- 3
Junior Data Analyst / Business Analyst (Non-Insurance)
1-2 years in a junior analytical roleSkills to master
- Advanced Excel, SQL querying, data visualisation, translating business needs into data requirements.
You're ready to move on when
- Proven track record of delivering accurate data analysis and reports.
- Comfortable with data manipulation and basic statistical concepts.
- Clear interest in transferring analytical skills to the insurance sector.


