The Complete AI Toolkit for IB Analysts
AI for Finance – IB Analyst Training Series
Accelerate your deal execution, financial modeling, and client deliverables with the AI tools the best analysts are already using.
Online
Live & interactive
7 Sessions
One tool each week
60 min
Practical + interactive training
Led by
Former Goldman Sachs, J.P. Morgan & Merrill Lynch
10+
Hours/week reclaimed
AI for Finance – IB Analyst Training Series
Accelerate your deal execution, financial modeling, and client deliverables with the AI tools the best analysts are already using.
Original price was: £273.£199Current price is: £199. (Inc Tax)
30-Day Money-Back Guarantee T&C apply
3000+ students enrolled
Week 1: Endex - AI-Powered Financial Modeling in Excel
Date: Wednesday, 15 April
Time: 6:00 AM West Coast | 9:00 AM East Coast | 2:00 PM London | 3:00 PM Frankfurt
Instructor: Alastair Matchett — Former J.P. Morgan
Endex is revolutionizing how analysts build financial models through agentic AI built specifically for investment banking workflows. This session covers:
- Three-statement model automation: Build integrated income statement, balance sheet, and cash flow statements faster with AI-guided formula logic
- Formula auditing and error detection: Identify circular references, broken links, and inconsistencies instantly
- Precedent transaction analysis: Pull and structure deal data from filings with in-line citations
- DCF model acceleration: Automate WACC calculations, terminal value builds, and sensitivity tables
- LBO model construction: Generate sources & uses, debt schedules, and returns analyses
- Model documentation: Auto-generate assumption logs and model commentary
- Quality control workflows: AI-powered cross-checks against Bloomberg/FactSet data
IB Analyst Use Cases: Building three-statement models from 10-Ks, constructing LBO models for PE pitches, automating DCF sensitivity analysis, auditing inherited models for accuracy, pulling comps data from public filings, generating valuation summary outputs for pitch books.
Week 2: Shortcut - AI Agent for Repetitive Excel Tasks
Date: Wednesday, 22 April
Time: 6:00 AM West Coast | 9:00 AM East Coast | 2:00 PM London | 3:00 PM Frankfurt
Instructor: Alastair Matchett — Former J.P. Morgan
Shortcut is the first AI superhuman Excel agent, scoring over 80% on Excel Championship problems in minutes, tasks that typically require an hour or more of manual work. Session coverage:
- Comps table automation: Extract financials from 10-Ks/10-Qs and structure trading/transaction comps
- Data extraction from PDFs: Pull financial tables from CIMs, investor presentations, and management decks
- Formatting automation: Apply house style to models, charts, and outputs with natural language commands
- Sensitivity table generation: Build two-way and multi-way sensitivity analyses for valuation outputs
- Chart and visual creation: Generate investment banking-quality charts (waterfalls, bridges, comps bars)
- Data consolidation: Merge financials from multiple sources and periods into standardized templates
- Scenario modeling: Automate base/bull/bear case switches and output summaries
IB Analyst Use Cases: Building trading comps tables from public filings, extracting financial data from CIMs and teasers, automating sensitivity tables for DCF/LBO models, creating valuation charts for pitch books, consolidating quarterly data into annual summaries, reformatting legacy models to house standards.
Week 3: Claude - AI for Due Diligence and Client Deliverables
Date: Wednesday, 29 April
Time: 6:00 AM West Coast | 9:00 AM East Coast | 2:00 PM London | 3:00 PM Frankfurt
Instructor: Juan F. Cabrera, Ph.D., CFA — Former Merrill Lynch
Anthropic’s Claude is making significant inroads into banking, with leading institutions deploying autonomous agents for compliance, transaction accounting, and due diligence workflows. Training covers:
- CIM and management presentation analysis: Summarize 200+ page documents into key investment highlights
- Legal document review: Extract key terms from purchase agreements, credit agreements, and contracts
- Earnings call summarization: Pull key themes, guidance, and Q&A insights from transcripts
- Pitch book content generation: Draft company overviews, transaction rationales, and strategic alternatives
- Client communication drafting: Generate first-draft emails, memos, and committee materials
- Due diligence Q&A automation: Analyze management responses and flag inconsistencies
- Market research synthesis: Consolidate industry reports into executive summaries
IB Analyst Use Cases: Summarizing 300-page CIMs for internal review, extracting deal terms from legal documents, drafting pitch book company descriptions, analyzing earnings transcripts for sector updates, generating client email updates, synthesizing management Q&A responses, preparing investment committee memos.
Week 4: Rogo - AI-Driven Deal Research & Company Intelligence
Date: Wednesday, 6 May
Time: 6:00 AM West Coast | 9:00 AM East Coast | 2:00 PM London | 3:00 PM Frankfurt
Instructor: Juan F. Cabrera, Ph.D., CFA — Former Merrill Lynch
Rogo delivers real-time financial intelligence purpose-built for investment banking workflows, trusted by over 5,000 bankers at publicly-traded banks and mega-cap private equity firms. Training includes:
- Company profiling automation: Generate comprehensive target profiles with financials, ownership, and key metrics
- Comparable company analysis: Identify and screen peers based on sector, size, geography, and metrics
- Precedent transaction research: Pull M&A deal data, multiples, and transaction structures
- Earnings call analysis: Summarize management commentary, guidance, and Q&A themes
- Industry research acceleration: Synthesize market trends, competitive dynamics, and growth drivers
- Pre-meeting preparation: Generate client briefing materials with recent news, financials, and talking points
IB Analyst Use Cases: Building company profiles for pitch books, screening M&A targets for sell-side mandates, pulling precedent transactions for fairness opinions, analyzing earnings transcripts for sector coverage, generating industry overviews for management presentations, preparing pre-meeting briefs for senior bankers.
Week 5: Claude - Pitch Book Creation and Presentation Design
Date: Wednesday, 13 May
Time: 6:00 AM West Coast | 9:00 AM East Coast | 2:00 PM London | 3:00 PM Frankfurt
Instructor: TBC
Anthropic’s Claude now integrates directly with PowerPoint, enabling analysts to generate polished presentation decks from prompts, documents, and data. Building on the due diligence and research skills from Week 3, this session focuses on turning analysis into client-ready pitch books and presentations. Training includes:
- Pitch book generation from prompts: Create full pitch book drafts in PowerPoint directly from Claude, including company overviews, transaction rationales, and market context slides
- Document-to-deck conversion: Upload CIMs, research reports, or Word memos and have Claude extract key content into structured, formatted presentation slides
- Transaction structure and process slides: Generate M&A structure diagrams, deal timelines, and sources & uses slides with clean formatting
- Competitive landscape and market overviews: Build sector maps, competitive positioning slides, and industry trend summaries for management presentations
- Investment thesis one-pagers: Design executive summary slides and single-page investment highlights for client presentations and internal reviews
- Deck editing and reformatting: Upload existing presentations for Claude to restructure, update content, standardize formatting, and add new sections
- Iterative refinement workflows: Use conversational prompts to revise slide content, adjust messaging for different audiences, and produce multiple versions for senior banker review
IB Analyst Use Cases: Generating first-draft pitch books from deal memos and CIMs, converting research reports into formatted client presentations, building transaction structure and process slides for live M&A deals, creating competitive landscape decks for sector coverage, producing investment thesis one-pagers for internal review, reformatting and updating existing pitch decks for new mandates.
Week 6: ChatGPT - Advanced Prompting for Deal Execution
Date: Wednesday, 20 May
Time: 6:00 AM West Coast | 9:00 AM East Coast | 2:00 PM London | 3:00 PM Frankfurt
Instructor: Ricardo Flores — Former Goldman Sachs
ChatGPT has become an essential tool for investment banking analysts, accelerating research, drafting, and analytical workflows. Master advanced techniques:
- Financial statement analysis: Identify trends, anomalies, and red flags in 10-Ks and 10-Qs
- Valuation commentary generation: Draft DCF assumptions, comps analysis narratives, and valuation summaries
- M&A transaction rationale: Generate strategic rationale, synergy narratives, and deal structure explanations
- Industry research synthesis: Consolidate market reports into pitch book industry overviews
- Client communication drafting: Write email updates, meeting recaps, and deal status memos
- Investment committee materials: Draft IC memos, risk sections, and recommendation summaries
- Custom GPT workflows: Build firm-specific AI assistants for comps, models, and pitch content
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.
Week 7: Microsoft 365 Copilot - Workflow Acceleration for Analysts
Date: Wednesday, 27 May
Time: 6:00 AM West Coast | 9:00 AM East Coast | 2:00 PM London | 3:00 PM Frankfurt
Instructor: TBC
Microsoft 365 Copilot is embedded across the Office suite that investment banking analysts use every day, bringing AI-powered assistance directly into Outlook, Word, Excel, PowerPoint, and Teams. This session covers how to leverage Copilot across your daily workflows to save hours on correspondence, meetings, document review, and deliverable production. Training covers:
- Email and correspondence acceleration: Draft client updates, deal status emails, and internal memos in Outlook using Copilot prompts tailored to IB communication standards
- Meeting efficiency in Teams: Auto-generate meeting summaries, extract action items from deal calls, and draft follow-up notes from management presentations and client meetings
- Document summarization in Word: Summarize CIMs, credit agreements, and engagement letters; extract key terms and flag critical clauses without reading 200+ pages end to end
- PowerPoint pitch book drafting: Generate first-draft slides from Word content and data, reformat existing decks to house style, and create executive summary slides from lengthy reports
- Excel analysis assistance: Use Copilot in Excel to identify trends, generate formula suggestions, create pivot tables from raw data, and produce quick visualizations for internal review
- Internal knowledge retrieval: Search across SharePoint, Teams chats, and email threads to instantly surface prior deal precedents, past pitch decks, and relevant internal research
IB Analyst Use Cases: Drafting client update emails and deal status correspondence in Outlook, summarizing lengthy CIMs and credit agreements in Word, generating meeting recaps and action items from Teams deal calls, building first-draft pitch book slides in PowerPoint from Word memos, retrieving prior deal precedents from SharePoint and email archives.
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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.
Learn AI From the Best Instructors on Wall Street
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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 series, 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 an individual session?
Yes, we will cover a new tool each week and you can buy each one individually. Check out the individual sessions here.
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 recordings be available if I miss a session?
Yes, all sessions are recorded and available shortly after for series participants to review at their 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 tools 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.