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 Analyst (L1)
1-2 yearsSkills to master
- Data accuracy, report timeliness, basic financial statement analysis, foundational knowledge of capital markets and IR tools.
You're ready to move on when
- Consistently delivers accurate data and reports on time without significant supervision.
- Demonstrates a solid understanding of our company's business model and key financial metrics.
- Proactively identifies and flags data discrepancies or market news relevant to the team.
- Can clearly articulate the basic investment thesis of the company.
- 2
Equity Research Associate
2-3 yearsSkills to master
- Detailed financial modelling, industry analysis, written communication for external audiences, understanding of investment theses from a 'buy' or 'sell' perspective.
You're ready to move on when
- Has experience building and maintaining financial models (DCF, comps).
- Can write concise, analytical reports on companies or sectors.
- Understands how sell-side analysts think and what drives their recommendations.
- Comfortable with deep dives into company financials and competitive landscapes.
- 3
Financial Analyst (Corporate Finance / FP&A)
2-4 yearsSkills to master
- Internal financial reporting, budgeting and forecasting, understanding of operational drivers of financial performance, strong Excel skills.
You're ready to move on when
- Proficient in financial planning, analysis, and forecasting within a corporate setting.
- Can translate operational performance into financial outcomes.
- Strong command of Excel for complex data manipulation and reporting.
- Understands internal financial processes and data sources.