Investment and equity research analysts

AI for Analysts

Move from tabs, transcripts, and scattered notes to an investment view you can defend.

Build faster, more reliable models and research memos.

Level: IntermediateDuration: 3 hoursCertificate: In development

CLClaudeGPGPTPEPerplexity

Turn familiar bottlenecks into repeatable AI workflows

Built around the real work and review pressures faced by investment and equity research analysts.

Does this sound familiar?

Hours lost collecting and cleaning research
Inconsistent citations across drafts
Model review becoming a last-minute bottleneck

What you'll learn

Model selection for research tasks
Choosing the right model for research, writing, and modelling.
Building a research workflow
Chaining Perplexity, NotebookLM, and Claude into one process.
Financial modelling with AI support
Using GPT and Claude to speed up model building and review.

You'll leave with

1A faster research-to-memo workflow
2A model-review checklist that catches gaps
3An investment briefing ready for senior review

Reserve your free place →

Interactive lesson preview

See exactly what is taught.

Lesson 1 of 3Lesson preview

Model selection for research tasks

Choosing the right model for research, writing, and modelling.

Guided practice

Apply the lesson to a realistic scenario designed for investment and equity research analysts, with assumptions and the required output made explicit.

Review method

Inspect the prompt, model choice, evidence, exceptions and human-review point before improving the result.

Applied output

This path builds toward: Build a full investment research briefing using the Investment Research workflow

Workflows covered

Investment Research Financial Modelling

Projects & assessments