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
Investment Banking Analyst / Associate
2-3 years in IB, then move to this role.Skills to master
- Financial modelling (M&A, valuation), transaction process management, presentation skills, working under pressure. You'll need to adapt to the early-stage, less structured nature of venture.
You're ready to move on when
- You've built multiple complex financial models from scratch.
- You're comfortable with due diligence processes and data room analysis.
- You can articulate complex financial concepts clearly to non-finance professionals.
- You're eager to shift from large-cap M&A to early-stage growth and innovation.
- 2
Management Consultant (Associate / Senior Associate)
2-4 years in consulting, then transition.Skills to master
- Strategic analysis, market research, problem-solving frameworks, client management, presentation skills. You'll need to get up to speed on financial modelling specifics and deal execution.
You're ready to move on when
- You've led strategic projects for corporate clients, often involving market entry or new business model assessment.
- You're adept at synthesising complex information into actionable insights.
- You're comfortable with ambiguity and can structure unstructured problems.
- You're keen to move from advisory to direct investment and impact.
- 3
Startup Operations / Strategy Role
3-5 years in a fast-growing startup.Skills to master
- Understanding of startup growth levers, operational challenges, fundraising processes, product-market fit. You'll need to develop more formal financial modelling and diligence skills.
You're ready to move on when
- You've experienced the full lifecycle of a startup, perhaps even through a funding round.
- You have a strong network within the startup ecosystem.
- You understand the founder mindset and the realities of building a business.
- You're looking to apply your operational insights to investment decisions.