The Complete AI Toolkit for IB Analysts
Week 7: Microsoft 365 Copilot – Workflow Acceleration for Analysts [7 of 7]
Week 7 brings AI into the tools you already use every day. See how M365 Copilot is helping analysts save hours across Outlook, Excel, PowerPoint, and Teams without changing the way they work.
May 27
09:00 New York | 14:00 London
Online
Live & interactive
60 min
Practical training
Led by
Instructor TBC
Week 7: Microsoft 365 Copilot – Workflow Acceleration for Analysts [7 of 7]
Week 7 brings AI into the tools you already use every day. See how M365 Copilot is helping analysts save hours across Outlook, Excel, PowerPoint, and Teams without changing the way they work.
£39 (Inc Tax)
30-Day Money-Back Guarantee T&C apply
3000+ students enrolled
Your Daily Workflow, Accelerated With M365 Copilot
No new software to learn. Copilot is embedded across Outlook, Word, Excel, PowerPoint, and Teams, bringing AI-powered assistance into the workflows you already run on every deal.
Email and correspondence acceleration.
Draft client updates, deal status emails, and internal memos in Outlook using prompts tailored to IB communication standards. Get the tone right on the first pass.
Meeting efficiency in Teams.
Auto-generate meeting summaries, extract action items from deal calls, and draft follow-up notes from management presentations. Never lose a critical takeaway again.
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.
Identify trends, generate formula suggestions, create pivot tables from raw data, and produce quick visualizations for internal review. All without leaving the spreadsheet.
Internal knowledge retrieval.
Search across SharePoint, Teams chats, and email threads to surface prior deal precedents, past pitch decks, and relevant internal research. Find what your firm already knows in seconds.
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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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.