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
Investor Relations Associate (Impact Focus)
3-5 yearsSkills to master
- Flawless CRM management, accurate impact data entry, strong foundational knowledge of fund structures, excellent written communication for LP updates, basic presentation skills.
You're ready to move on when
- Consistently exceeds expectations on data accuracy and timeliness.
- Proactively identifies opportunities to improve internal IR processes.
- Receives positive feedback on clarity and professionalism in written LP communications.
- Demonstrates a keen interest in understanding LP motivations and impact measurement nuances.
- 2
Investment Analyst / Portfolio Associate (Impact Fund)
4-6 yearsSkills to master
- Financial modelling, impact due diligence, portfolio monitoring, understanding of investment theses, strong analytical and research skills. You'd be moving from the investment side.
You're ready to move on when
- Proven ability to conduct rigorous impact due diligence on potential investments.
- Strong understanding of how investment decisions link to impact outcomes.
- Excellent communication skills for presenting investment cases, both financially and from an impact perspective.
- Expressed interest in the LP-facing side of the business and a desire to build relationships.
- 3
Consultant (Impact/ESG Advisory)
5-7 yearsSkills to master
- Client management, project delivery, deep expertise in ESG frameworks and impact measurement, presentation and report writing for diverse clients. You'd be bringing external experience.
You're ready to move on when
- Successfully managed complex client engagements in the impact or ESG space.
- Developed and delivered high-quality impact measurement and reporting solutions for clients.
- Strong ability to translate technical ESG concepts into clear, actionable advice.
- A desire to apply consulting skills within a specific fund management context and build long-term relationships.