The Complete AI Toolkit for IB Analysts
Shortcut – the AI Agent for Repetitive Excel Tasks [2 of 7]
In week 2, get hands on with Shortcut and discover how the world’s leading analysts are automating their most repetitive Excel tasks, from comps tables to sensitivity analyses.
April 22
09:00 New York | 14:00 London
Online
Live & interactive
60 min
Practical training
Led by
FE Managing Director & former J.P. Morgan analyst
Shortcut – the AI Agent for Repetitive Excel Tasks [2 of 7]
In week 2, get hands on with Shortcut and discover how the world’s leading analysts are automating their most repetitive Excel tasks, from comps tables to sensitivity analyses.
£39 (Inc Tax)
30-Day Money-Back Guarantee T&C apply
3000+ students enrolled
Avoid Repetitive Excel Tasks With Shortcut
Stop spending hours on tasks that should take minutes. Shortcut is an AI Excel agent that automates comps tables, data extraction, formatting, and scenario modeling at speed.
Comps table automation.
Extract financials from 10-Ks and 10-Qs and structure trading and transaction comps automatically. Go from raw filings to a formatted comps table without the manual copy-paste.
Data extraction from PDFs.
Pull financial tables from CIMs, investor presentations, and management decks directly into Excel. No more retyping numbers from screenshots or printouts.
Formatting automation.
Apply house style to models, charts, and outputs with natural language commands. Get pitch-ready formatting in seconds instead of spending an hour on cell borders and fonts.
Sensitivity table generation.
Build two-way and multi-way sensitivity analyses for valuation outputs. Shortcut structures the tables so you can focus on choosing the right assumptions and ranges.
Chart and visual creation.
Generate investment banking-quality charts including waterfalls, bridges, and comps bars, ready for pitch books. Skip the formatting grind and get straight to the visual story.
Data consolidation.
Merge financials from multiple sources and periods into standardized templates. Consolidate quarterly data into annual summaries without the error-prone manual stitching.
Scenario modeling.
Automate base, bull, and bear case switches and output summaries. Flip between scenarios instantly and generate the comparison tables your MD is asking for.
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.
Led by Industry Experts
FE Managing Director + Former J.P. Morgan Analyst
Alastair Matchett
Alastair has over 22 years of experience teaching on Wall Street and beyond. He began his career at J.P. Morgan in mergers and acquisitions, covering financial institutions and oil and gas, before moving to the private equity firm 3i.
Alastair then left to begin instructing and set up AMT Training in 1997. At the start of 2016, he founded Financial Edge Training and has since been delivering programs at 7 of the top 10 investment banks as rated by the Financial Times.
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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.