I’m writing this because similar to others, I am noticing the rapid improvement in AI in regards to Excel & Powerpoint.
My questions to seniors and other analysts, is how does one gain an edge over another analyst? Claude can do PPT and Excel - how can top bucket be distinguished, politics?
,
| +327 | Which Offer to Accept: UBS Analyst Role or Part Time Cashier at the Local Taco Bell | 41 | 3h |
| +249 | AI is insane | 32 | 3h |
| +227 | I Snuck Into UBS Office And Took A Shit On The Floor | 22 | 2h |
| +186 | Useless associates | 29 | 3h |
| +174 | How do you manage nerves in IB technical interviews? | 16 | 3h |
| +167 | Differences in Restructuring Teams? | 31 | 10h |
| +154 | TPH V.S. Mizuho [HOU] | 22 | 9h |
| +149 | GF is an IB Analyst at a top BB, hates it, what exit options does she have? | 26 | 6h |
| +141 | Roku-Fox Deal - UBS Misses Out on yet another deals after years chasing this deal | 24 | 3h |
| +139 | Shame on you Evercore - SA 28 | 37 | 3h |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
By actually understanding the point of what they are doing and being able to function without AI. You are pointless if all you know is AI.
I can see this and I am trying to get a layer deeper into the companies we do, the rationale behind deals and strategy of leadership.
My question about this though, how does this actually add value to the team? I can understand these things but I will not have a better grasp on these things than my seniors aso/vp/md? Long winded way to say do you see it as an edge if ultimately you know the answer anyway?
Well what you think is good work is actually likely total slop in a good package that your associate has to spend more time correcting than if you had done the work yourself without AI. A strong analyst in today’s environment knows how to fix the work AI does and make it appropriate, thoughtful and not read like it was done by AI (which is plainly obvious). That takes understanding. There are analysts in my group that have figured out and those who haven’t and it’s a world of difference
Can you please apply a little bit of intelligence here? The base-case assumption is obviously AI improvements will continue and the second derivative of improvement w respect to time will also continue to be positive. So exponential delay in the value-add you propose. Which is the scenario for which OP is presumably worried. Which everyone under the age of 30 should be worried about. Come back to me on that please… thx
Pls reformat my logos. Thx.
Said differently, obviously I know the answer but it’s worth my time to pay you to have the answer and make it look pretty so I don’t have to do it
[Taking a break from editing AI slop to respond to posts on WSO]
The edge is the same as it was before AI. Be the analyst whose work I don't have to check three times, who catches problems before I do, and who can figure things out without being spoon-fed instructions.
1. Understanding the bigger picture. Don't lose sight of said bigger picture.
2. Get really good at prompting, context, etc.
3. Catch common AI tells and eliminate them.
4. Do more than what you're asked. Be proactive.
5. Beat it into your approach that you demand excellence. 90% right while saving time is not good enough. Get it 110% right.
bump - interested too
There is almost a perfect negative correlation between use of AI and performance reviews to is year
People who use AI the most are the weakest
Ok boomer
It’s one of those things. In an objective world, I could be wrong. But since I decide your comp and whether you are employed, I’m never wrong.
That’s what they said about you when the calculator came out… Boomer.
If technology upgrades made everyone dumb, then we wouldn’t have got this far
classic behaviour from the ones afraid of what the new tec can do with their jobs.
[dont bother my title] but today the weak review should be actually to the ones that dont know how to use AI: Understanding that [unfortunately] AI is not there yet, it is sloppy, needs review and you will never get the best material if you dont know what a good outcome would look like
people are hating on you in the comments, but i actually agree here. though the assumption is all analysts are using ai just the ones where it is obvious are making it hard for me to justify having them on the team when they are just copy pasting from claude
Are you saying this based on your estimates of how much AI is being used by each individual or is IT actually tracking token spend?
Social skills and executive presence.
Out of curiosity, what are the tools your firms are using (proprietary AI or something else)/
if you're not using at least a $100/month or more plan from claude or chat, you're ngmi
Okay, but is your firm allowing using Claude / Chat? Or trying some in-house bs AI?
I think I spend like 200$ in tokens only in 2 days on claude ... what would you do with a 100$ plan? thats like ~4 per working day?!
Didn’t realize AI was going to teach you how to play golf with clients
Someone drops out of the UBS client golf day. MD remembers you play and asks you to fill in.
On the back nine the client asks what you think about rates. But you're not up on your Macro. Check your phone like you're checking yardage, ask the agent for a quick take. Tell him cash yields are attractive but there’s a reinvestment risk people aren’t really thinking about. Then ask how financing costs are affecting his business. He talks for the next three holes.
Mid-summer feedback is “commercial maturity beyond his level.” Get the return.
Ut occaecati velit est alias. Porro aut voluptas vel perferendis. Incidunt sunt nisi possimus dolores possimus incidunt incidunt praesentium. Pariatur est optio dolores facilis doloremque.
Magnam qui sunt voluptatem aliquam quibusdam. Voluptate minus sit est modi vero aut dolores neque. Explicabo nesciunt adipisci et repellat culpa. Sunt nihil aliquid distinctio illo consequatur aliquam minima ducimus.
Est veniam nihil quae aliquam voluptatem non vitae. Vel qui alias iusto qui. Placeat doloribus qui ab assumenda delectus.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...
Distinctio fugiat sunt tempora earum. Consequatur consequatur nostrum ut dignissimos. Id porro eum eveniet id.