The Complete AI Toolkit for IB Analysts
Week 6: ChatGPT – Advanced Prompting for Deal Execution [6 of 7]
Week 6 puts ChatGPT to work at the sharp end of deal execution. See how analysts are using advanced prompting techniques to accelerate everything from valuation commentary to investment committee materials.
May 20
09:00 New York | 14:00 London
Online
Live & interactive
60 min
Practical training
Led by
WSP Instructor & former Goldman Sachs analyst
Week 6: ChatGPT – Advanced Prompting for Deal Execution [6 of 7]
Week 6 puts ChatGPT to work at the sharp end of deal execution. See how analysts are using advanced prompting techniques to accelerate everything from valuation commentary to investment committee materials.
£39 (Inc Tax)
30-Day Money-Back Guarantee T&C apply
3000+ students enrolled
Prompt Like an Analyst, Not a Technologist
Most analysts underuse ChatGPT because no one taught them how to prompt for banking workflows. This session closes the gap between general AI knowledge and real deal execution.
Financial statement analysis.
Identify trends, anomalies, and red flags in 10-Ks and 10-Qs. Surface the line items that matter before your VP has to ask you about them.
Valuation commentary generation.
Draft DCF assumptions, comps analysis narratives, and valuation summaries. Get a strong first draft of the methodology section instead of staring at a blank page.
M&A transaction rationale.
Generate strategic rationale, synergy narratives, and deal structure explanations. Frame the story for your pitch book with the right level of specificity and credibility.
Industry research synthesis.
Consolidate market reports into pitch book industry overviews. Turn fragmented broker research into a cohesive sector narrative your client can follow.
Client communication drafting.
Write email updates, meeting recaps, and deal status memos. Hit the right tone and level of detail without agonizing over every sentence at midnight.
Investment committee materials.
Draft IC memos, risk sections, and recommendation summaries. Structure your thinking faster and get the first draft in front of senior bankers sooner.
Custom GPT workflows.
Build firm-specific AI assistants for comps, models, and pitch content. Create reusable workflows tailored to how your team actually works.
IB Analyst Use Cases.
Analyzing target financials for due diligence red flags, drafting valuation methodology sections for fairness opinions, generating strategic rationale text for M&A pitch books, synthesizing industry research for management presentations, writing client update emails, preparing investment committee recommendation memos.
Led by Industry Experts
WSP Instructor + Former Goldman Sachs Analyst
Ricardo Flores
Ricardo is a former Goldman Sachs Investment Banking Analyst and AI Consultant who has worked across bulge bracket banks, fintech, and startups. He specializes in the integration of AI and automation within financial services, with hands-on experience in robotic process automation, large language models, and product development.
Ricardo is also the Co-Founder & CEO of MiChamba, a conversational project management tool built on WhatsApp. Some of his areas of specialism include AI automation, financial modeling, product management, and applied AI strategy.
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Why Financial Analysts Are Signing Up
Learn from bankers, not technologists.
All sessions are taught by former IB analysts from Goldman Sachs, J.P. Morgan and Merrill Lynch. Instructors who’ve built the models, drafted the pitch books, and worked the 80-hour weeks. They know which tools actually save time and which create more work.
Hands-on, not theoretical.
Every session follows a practical format: live demos with real banking use cases, hands-on exercises, and Q&A. You’ll leave each session with workflows you can apply immediately.
Prompt libraries and templates included.
Each session comes with IB-specific prompts, downloadable Excel templates with AI integration workflows, and validation checklists to ensure AI outputs meet banking quality standards.
Deliver faster, cleaner work.
Cut model build time by 40–50%, automate comps generation, and produce higher-quality pitch materials. The analysts who master these tools will stand out.
Built for your schedule.
All sessions are recorded and available to rewatch at your convenience. The Wednesday slot is designed to work across London (2pm), New York (9am) and Frankfurt (3pm) time zones.
Accuracy you can rely on.
AI tools can make subtle errors with big consequences. Every session covers concrete validation techniques and modeling standards, so you can leverage AI as a productivity accelerator without fear.
Frequently Asked Questions
Where are they hosted?
All sessions are hosted online via Zoom. Recordings will be made available afterward.
Do Felix subscribers need to pay?
No! This is a premium virtual training session, but if you have an active Felix Boost or Pro subscription you can access the AI sessions via Felix Live at no extra cost. Visit the Felix Live section on Felix’s homepage to register.
What happens next?
After purchasing we will send you a welcome email containing all of the joining instructions for the session(s) you have access to. Please follow the instructions and use the links included to add the sessions to your calendar.
Can I buy the complete series?
Do I need prior AI experience?
No prior AI experience is required. We start with fundamentals and progress to advanced applications, ensuring accessibility for all skill levels.
Will the recording be available if I miss the live session?
Yes, all sessions are recorded and available shortly after for you to review at your convenience.
Can I purchase access for my team?
Absolutely. Contact our team for volume pricing and dedicated onboarding support for team enrollments.
Do I need to purchase the AI tool separately?
Tool access requirements vary. Most tools offer free trials or basic tiers. We’ll provide guidance on access options during each session, having immediate full access is not a requirement.
What if I work in a different time zone?
Sessions run weekly at 2:00 PM BST, that’s 9:00 AM in New York, 6:00 AM in San Francisco, and 3:00 PM in Frankfurt. If that doesn’t fit your schedule, all sessions are recorded. While live attendance offers the best interactive experience, you can watch recordings and submit questions for follow-up.
Will I receive continuing education credits?
Participants receive a certificate of completion. Check with your institution regarding CPE/CPD credit eligibility.