Core Viewpoint - The integration of artificial intelligence (AI) tools into investment banking workflows can significantly enhance transaction processing capabilities, especially in light of increased merger and acquisition activities anticipated under the new U.S. government and Congress [1]. Group 1: Challenges Faced by Junior Bankers - Junior bankers typically spend a considerable amount of time learning complex technologies and processes within their firms, facing a steep learning curve and high job demands, which leads to long working hours and intense weekly workloads [3]. - High expectations for accuracy, attention to detail, reliability, communication, and collaboration are placed on junior bankers [3]. - AI tools can assist junior bankers in core responsibilities such as financial modeling and analysis, research and information gathering, preparing pitch books and presentations, and conducting due diligence activities [3][4]. Group 2: Benefits of AI in Investment Banking - AI can fundamentally reshape the way junior bankers work, leading to practical benefits such as increased efficiency, improved accuracy, enhanced customer service, accelerated career development, and better work-life balance [5]. - Automation of routine tasks can significantly reduce the time spent on administrative work, allowing junior bankers to handle more transactions with the same resources [5]. - AI tools can minimize human errors in data collection, input, and calculations, resulting in more reliable financial models and analyses [5]. Group 3: AI Solutions in Investment Banking - FactSet's Pitch Creator toolkit, driven by generative AI, is designed to enhance the efficiency of pitch book creation, potentially saving significant time for junior bankers [6]. - The toolkit can reduce hours of manual work to just minutes, allowing junior bankers to focus on high-impact strategic plans that drive new business opportunities [6]. - Features like Global Assistant, Chart Creator, Cloud Refresh, Template Assistant, Slide Assistant, and Tombstone Generator Premier streamline various tasks, from research to presentation updates, thereby improving productivity [7][8].

鉴于在美国新一届政府和国会执政期间并购活动可能增多，对投资银行来说，若能将人工智能工具融入工 作流程就可以扩大其交易处理能力。 具体而言，合适的人工智能工具能让初级银行家以更快的速度简化并完成核心工作。他们可以把节省下来 的时间用于更多营销活动或为高级银行家管理客户。在他们职业生涯最初紧张忙碌的几年里，那些单调、 重复的任务也会变得更容易应对。人工智能工具还可以增强银行在招聘新员工方面的价值主张。 初级银行家面临的挑战 众所周知，初级银行家在第一年通常要花费大量时间学习所在公司复杂的技术和流程。陡峭的学习曲线， 再加上极高的岗位工作要求，意味着长时间的工作和每周高强度的劳作，而且对他们在准确性、注重细 节、可靠性、沟通及协作方面都有着很高的要求。 人工智能工具可以帮助初级银行家完成许多核心职责，包括： ·金融建模 和分析 ： 初级银行家要从事大量的建模工作，以评估合并、收购和其他交易的财务影响。他 们分析历史财务报表，并预测未来的财务表现。 ·研究和信息收集： 他们要开展市场调查，收集有关行业、公司和经济状况的相关数据。这些研究有助于 了解市场趋势和识别潜在的投资机会。 ·准备推介手册和汇报PPT： 初级银行 ...