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 (Strategic Finance)
3-5 yearsSkills to master
- Building and owning specific departmental budgets, creating basic 3-statement models, presenting findings to managers, and independently executing routine analysis.
You're ready to move on when
- Consistently delivers accurate and timely financial analysis for their assigned areas.
- Proactively identifies opportunities for process improvement or new analytical approaches.
- Receives positive feedback from managers on their ability to take ownership and solve problems.
- Has started to informally guide or support newer team members.
- 2
Management Consultant (Financial Advisory)
3-4 yearsSkills to master
- Structured problem-solving, building financial models for various industries, client management, and presenting complex recommendations to senior executives.
You're ready to move on when
- Has led workstreams on multiple financial advisory projects.
- Can demonstrate experience in building financial models for M&A, valuations, or strategic planning.
- Receives strong client feedback on their analytical rigour and communication skills.
- Is comfortable working in fast-paced, high-pressure environments.
- 3
Investment Banking Analyst/Associate
2-4 yearsSkills to master
- Advanced financial modelling (LBO, DCF, M&A), valuation techniques, industry research, and preparing detailed client presentations.
You're ready to move on when
- Has built numerous complex financial models for deals or valuations.
- Possesses a deep understanding of corporate finance concepts and market dynamics.
- Can work under extremely tight deadlines and produce high-quality, error-free work.
- Is looking for a role with more direct business impact and less transaction-focused work.