AI in Investment Banking for Analysts to Adapt as Workflows Change but Jobs Remain - Matan

Episode notes

Paul Barnhurst speaks with Matan Feldman, Founder and CEO of Wall Street Prep. Matan shares his insights from his career in investment banking and financial modeling, discussing how AI is transforming the investment banking landscape, its impact on financial modeling, and the future of financial modeling education. He reflects on his journey founding Wall Street Prep and the lessons he’s learned along the way. Matan Feldman is the Founder and CEO of Wall Street Prep, where he leads business development, course creation, and training programs for clients such as Morgan Stanley, J.P. Morgan, The Wharton School, and many others. Before founding Wall Street Prep, Matan worked at Chase Manhattan Bank and J.P. Morgan in investment banking and equity research. Expect to Learn: How AI is changing financial modeling and banking workflows The evolving role of financial modelers in an AI-driven world How AI speeds up repetitive tasks, letting analysts focus on higher-level judgment Why are core financial modeling skills still essential despite AI advancements?

• AI in Financial Modeling: Better Than Ever, Still Not There, and the Fatigue Factor63 / 100
• The Language and Excel Problem Stopping AI from Fixing Financial Modeling with John Yeldham70 / 100
• The Critical Role of Communication and Standard Definitions in Financial Modeling with John Yeldham72 / 100
• How Founders Mistake Models Only for Fundraising and What They Should Do With Ilyas Anis
• The Mistakes in Structure and Data Thinking That Break Models with Mark Proctor