Description

Microsoft 365 Copilot is embedded across the Office suite that investment banking analysts use every day, bringing AI-powered assistance directly into Outlook, Word, Excel, PowerPoint, and Teams. This session covers how to leverage Copilot across your daily workflows to save hours on correspondence, meetings, document review, and deliverable production.

Learning Objectives

  1. Draft client updates, deal status emails, and internal memos in Outlook using Copilot prompts tailored to IB communication standards.
  2. Auto-generate meeting summaries, extract action items from deal calls, and draft follow-up notes from management presentations and client meetings
  3. Summarize CIMs, credit agreements, and engagement letters; extract key terms and flag critical clauses without reading 200+ pages end to end.
  4. Generate first-draft slides from Word content and data, reformat existing decks to house style, and create executive summary slides from lengthy reports.
  5. Use Copilot in Excel to identify trends, generate formula suggestions, create pivot tables from raw data, and produce quick visualizations for internal review.
  6. Search across SharePoint, Teams chats, and email threads to instantly surface prior deal precedents, past pitch decks, and relevant internal research.