Leveraging AI as an SA
Title, am an incoming SA for '27 with time on my hands this summer and want to get ahead. I'm sure everyone's seen hype around different startups touting AI tools that drastically streamline junior workflows. I'm sure it's different bank to bank, but from what I've heard adoption generally lags behind the curve due to compliance.
If anyone has insights on the following, or just thoughts in general, I'd really appreciate it:
- Do all of these tools just suck, and are just retarded Copilot wrappers that are your only option?
- I assume it would vary by size, but are any shops planning to or have already started opening up access to more advanced tools/agents/platforms, and is it only a matter of time?
- Are there any AI skills (not just prompting) that are advantageous to learn at this point, if at all?
Also am incoming '27. am so bored. what else are you doing this summer now that the grind of recruiting is over?
To get ahead as an incoming Summer Analyst (SA) and leverage AI effectively, here’s what you need to know based on the most helpful WSO content:
1. AI Tools in Investment Banking
2. Future of AI in Banking
3. AI Skills to Learn
4. Practical Steps for This Summer
By focusing on these areas, you’ll not only prepare for your SA role but also future-proof your skillset as AI continues to evolve in the industry.
Sources: Programming/Technical Skills for Finance: SQL and Python, Google partners with Goldman Sachs in automating Investment Banking, Top 3 Skills Needed for Investment Banking, GPT-4 & Microsoft Co-Pilot
handful of shops already use plenty of ai
Incoming SA 27’ too and I think AIs potential is wild. I’m learning how to prompt on Claude Coder and no it’s not just “make me this”, there’s a large learning curve and u need to have a basic understanding of databases and workflows (no coding knowledge though).
However, the hype is real. Right now Claude can take control of ur whole computer and fully automate lots of tasks while self improving. Right now I’m tryna learn how to get AI to do the following:
1. Give me daily market reports on the market, aggregate them, and run its own analysis on market trends/future outlook using aggregated reports
2. Build out model scaffolding and automate Excel formatting
3. Automatically generate public comps/transaction comps lists
4. Connect Excel/Powerpoint with Gmail and let AI analyze work comments and automatically fix basic formatting issues or quick fixes while leaving more analysis heavy comments for me to fix while providing any sources that could help me
This is just the start of what I plan to implement. All of this is possible right now and AI will only get better in the future. Hopefully by next year, banks will offer smarter enterprise models that can actually handle these projects.
“Gmail”
Interesting tho. You’re using Claude Code, or Cowork?
Lol little brain fart there. I tried to bootleg a free system using Ollama but the usage limits were too low so I gave into Claude Coder
Factset basically does 1-3
“Right now Claude can take control of ur whole computer and fully automate lots of tasks while self improving.” lmao
This sounds like an ad
Yes bro Anthropic themselves gave me pre-ipo shares to market their model on Wallstreetoasis
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