Description

ChatGPT has become an essential tool for investment banking analysts, accelerating research, drafting, and analytical workflows.

Learning Objectives

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1. Identify trends, anomalies, and red flags in 10-Ks and 10-Qs.
2. Draft DCF assumptions, comps analysis narratives, and valuation summaries.
3. Generate strategic rationale, synergy narratives, and deal structure explanations.
4. Consolidate market reports into pitch book industry overviews.
5. Write email updates, meeting recaps, and deal status memos.
6. Draft IC memos, risk sections, and recommendation summaries.
7. Build firm-specific AI assistants for comps, models, and pitch content.
8. 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.