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
Global Opportunity Analyst (L2) within Zavmo
2-3 yearsSkills to master
- Independently owning specific workstreams, building models from scratch, presenting findings to managers, and beginning to mentor new joiners.
You're ready to move on when
- Consistently delivers accurate and timely analyses for assigned projects.
- Proactively identifies issues and proposes solutions without constant supervision.
- Demonstrates strong foundational skills in financial modelling and market analysis.
- Receives positive feedback on informal guidance given to junior colleagues.
- 2
Junior Strategy Consultant (from a consulting firm)
3-5 years post-gradSkills to master
- Structured problem-solving, client communication, building business cases, and working with diverse datasets.
You're ready to move on when
- Experience leading specific workstreams within larger consulting engagements.
- Ability to manage client expectations and deliver high-quality analytical outputs.
- Strong command of strategic frameworks and their application.
- Comfortable presenting to mid-level management.
- 3
Investment Banking Analyst / Equity Research Associate
2-4 years post-gradSkills to master
- Advanced financial modelling, valuation techniques, industry research, and presenting complex data concisely.
You're ready to move on when
- Expertise in building detailed financial models (DCF, LBO, merger models).
- Strong understanding of market drivers and competitive landscapes.
- Ability to work under tight deadlines and produce high-quality, error-free work.
- Experience in synthesising large amounts of data into actionable insights.