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
Senior Investor Relations Manager (L4)
3-5 yearsSkills to master
- Mastering direct sell-side analyst relationships, leading earnings call preparation, and architecting key messaging for specific company initiatives.
You're ready to move on when
- Consistently delivers flawless earnings cycles.
- Trusted by the C-suite for preparing them for investor meetings.
- Has a strong network of sell-side analysts who proactively reach out.
- Demonstrates clear leadership potential within the IR team.
- 2
Equity Research Analyst (Sell-side)
4-6 yearsSkills to master
- Deep financial modelling, sector expertise, understanding investor decision-making processes, and communicating investment theses.
You're ready to move on when
- Has a strong reputation for insightful research and accurate financial models.
- Possesses a deep understanding of our sector and competitive landscape.
- Can articulate complex investment ideas clearly and concisely.
- Desires to move to the 'corporate side' to influence strategy directly.
- 3
Portfolio Manager / Buy-side Analyst
5-8 yearsSkills to master
- Investment decision-making, portfolio construction, understanding capital allocation, and macro-economic analysis.
You're ready to move on when
- Proven track record of successful investment decisions.
- Deep understanding of how fund managers evaluate companies.
- Strong network within the buy-side community.
- Wants to apply their investor perspective to shaping a company's narrative.