All guides
What AI changes about the finance job you want.
Most of what gets written about AI in finance is aimed at the people buying it: vendor pages, consultancy reports, launch news. These guides are for the person being hired. Banks, funds and buyout firms license much the same models and point them at very different work, so each area below starts from the question a candidate actually asks.
The Tools
Read the overviewWhich AI will I actually use in my first year, and what should I already know about it?
AlphaSense for Finance Analysts: What It Does and What It Changes
Sep 2026 · 18 min readReadBloomberg AI: What ASKB Does on the Terminal and What It Changes
Sep 2026 · 19 min readReadChatGPT and Claude in Banking: How Analysts Use Them and What Stays Out
Sep 2026 · 18 min readReadCopilot in Excel for Finance: What It Does and What Juniors Still Check
Sep 2026 · 18 min readRead
The Roles
Read the overviewIf I want the AI job itself, which seat is it, and who really employs me?
Getting Hired
Read the overviewDoes the analyst seat survive, and how do I show AI skill without sounding like a brochure?
The Banks
Read the overviewWhat did the bank I am applying to build for itself, and what does it change about a junior's week?
Citi and Bank of America AI: What Citi Stylus and Erica Change for Juniors
Sep 2026 · 18 min readReadGoldman Sachs AI Assistant: Why the Bank Built Its Own and What It Changes
Sep 2026 · 17 min readReadJPMorgan LLM Suite: What the Bank Built and What It Changes
Sep 2026 · 15 min readReadMorgan Stanley AI: What Its OpenAI Tools Change for Junior Staff
Sep 2026 · 17 min readRead
Private Equity
Read the overviewWhat does a deal team use AI for, from the first screen to the companies it owns?
FAQ
Frequently asked questions
- Where should I start?
- With an interview coming up, start with The Tools, because the software a junior opens is the easiest thing for an interviewer to check. If you are still deciding whether the analyst route is worth it, start with Getting Hired. Engineers weighing an AI seat at a bank or a fund should start with The Roles.
- How are the guides organised?
- Into 5 areas, each built around one question: which AI tools you will use, which AI jobs exist, how hiring is changing, what each bank built, and how deal teams use AI. Each area opens with an overview that links down to the deeper guides.
- Do I need to code to use them?
- No. The Tools, Getting Hired and The Banks are written for finance candidates with no programming background. The Roles carries the engineering detail, for readers heading into AI and machine learning seats.
- Is this only about banks?
- No. The same AI models reach hedge funds, asset managers and buyout firms, pointed at different work. The Banks covers what the big banks built, the Private Equity area follows AI through a deal, and The Roles covers AI seats at trading firms and asset managers.