Financial Edge Training Launches AI for Finance Training Series Aimed at Investment Banking Analysts

Banks have widely adopted AI, but many still struggle to use it in deal workflows, creating a growing skills gap across analysts.

Financial Edge Training, a Wall Street Prep company, has announced the launch of a new AI for Finance live training series aimed at investment banking analysts and deal teams. The program is designed to address a gap between AI tool access and practical application across investment banking workflows.

The training series is delivered by former investment banking professionals from firms including Goldman Sachs, J.P. Morgan, and Merrill Lynch. It covers practical, workflow-level applications of AI across financial modeling, comps analysis, due diligence, research, and client deliverables.

The launch follows a Financial Edge Training survey of Learning & Development leaders at 15 of the world’s leading investment banks. The survey found that 80% of firms are already deploying AI tools such as Microsoft Copilot. 67% of L&D leaders identified driving AI adoption in deal workflows as their top priority, and 40% reported significant pressure to demonstrate measurable productivity gains from their AI initiatives.

Usage remains inconsistent across analysts and teams, with firms reporting challenges in translating tool access into repeatable, workflow-level adoption. L&D leaders also identified governance, data privacy, and fragmented ownership of AI initiatives as factors contributing to slower adoption.

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McKinsey estimates generative AI could deliver $200–$340 billion in annual value to the banking sector, largely through productivity gains, contingent on full workflow implementation. Its 2025 State of AI report found that only one in five organizations using generative AI have redesigned their workflows to accommodate it.

Research from Rogo indicates that analysts using AI are saving more than 10 hours per week on tasks including meeting preparation, company profiling, and market research.

“Every bank we spoke to has the tools. Almost none of them have the training to match. The analysts saving ten hours a week aren’t using better AI; they’re using AI better. That’s a training problem, and right now it’s creating a two-tier analyst class inside the same firms.” said Alastair Matchett, Managing Director at Financial Edge Training and former investment banker at J.P. Morgan.

The AI for Finance training series is delivered as live, instructor-led sessions and focuses on practical use cases directly applicable to deal team workflows. The program is designed for analysts and associates at investment banks seeking to develop applied AI skills in a finance-specific context.

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