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 Specialist (L2)
2-3 yearsSkills to master
- Mastering earnings call logistics, tracking analyst models, drafting initial Q&A, and accurately logging investor interactions.
You're ready to move on when
- Consistently delivers high-quality, accurate work with minimal supervision.
- Proactively identifies issues and proposes solutions for routine IR processes.
- Demonstrates a growing understanding of capital markets and company strategy.
- Has successfully managed at least 4-6 full earnings cycles.
- 2
Equity Research Associate (Sell-Side)
3-5 yearsSkills to master
- Deep dive financial analysis, building valuation models, writing detailed research reports, and understanding investor decision-making.
You're ready to move on when
- Proven ability to build and maintain robust financial models.
- Strong track record of producing insightful written analysis.
- Understands the drivers of stock performance and market sentiment.
- Can articulate complex financial concepts clearly and concisely.
- 3
Corporate Finance Analyst (Public Company)
4-6 yearsSkills to master
- Understanding internal financial reporting, budgeting, forecasting, and the strategic implications of financial decisions.
You're ready to move on when
- Strong grasp of internal financial processes and data.
- Experience in financial planning and analysis (FP&A).
- Ability to work with large datasets and produce accurate financial reports.
- Understands the company's business model and key performance indicators.