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Summer 2026 New Hire Training

Equipping the Next Generation of Analysts to Be AI-First — Without Losing the Skills That Matter Most

Wall Street Prep and Financial Edge are integrating AI coaching, tool-specific training, and workflow-native prompting into summer new hire programs across IB, Markets, Private Equity, and Investment Management.

Contact Us About AI Training & Diagnostics
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The Challenge

The Biggest Risk Isn't That Analysts Aren't Using Al. It's That They're Using it Wrong

Every firm is asking the same question. How do we capture AI's productivity gains without creating analysts who never developed the foundational skills those tools are meant to augment? We've built our summer programs around a direct answer to that question.

AI Fluency is Now a Day-1 Expectation

Analysts arrive at their desks and open AI tools within the first week. Training that ignores this creates a gap between what analysts learned and what they're immediately asked to do.

Foundational Skills
Are More Critical
Than Ever

AI that substitutes for learning creates analysts who can't check outputs, can't exercise judgment, and can't catch what AI gets wrong. The cost of that on live deals is high.

The New Core Skills are Validation and Judgment

Anomaly detection, hallucination awareness, MNPI guardrails, and knowing when AI is off-limits are Day-1 desk realities with compliance and reputation at stake.

Tool Landscape
is Fragmented and
Firm-Specific

There is no universal AI stack across firms. What works at one may be unavailable or impermissible at another. Generic training doesn't reflect how analysts will actually work.

Our Approach

Build Fundamentals Amplify With AI

Every module follows the same three-step structure - ensuring analysts develop genuine competence before Al is introduced as a productivity layer.

01 Built It Manually

Analysts complete each exercise - model, comp, analysis - using their own skills and judgment. Fundamentals are established without align assistance.

02 Apply AI

Analysts run the same exercise using the AI tools their firm has deployed - prompting, structuring outputs, and navigating tool-specific constraints.

03 Compare & Validate

Structured debrief: where did AI add value? Where did it introduce error or risk? What required human judgment? This is where durable understanding is built.

Curriculum Coverage

Workflow-Specific Training For All Finance Roles

AI use cases vary significantly by function. Our programs are structured around the actual workflows analysts perform - not generic AI instruction layered on top of existing content.

Investment Banking

  • AI-assisted financial modeling and error-checking
  • Precedent transaction and comp research
  • CIM drafting, red-lining, and document workflows
  • Pitch book preparation and iteration
  • Deal process and communication management

Markets

  • Trade idea generation and stress-testing
  • Market commentary synthesis and summarization
  • Structured product analysis workflows
  • Real-time information processing and filtering

Private Equity

  • Diligence preparation and synthesis
  • CIM screening and scoring
  • IC memo drafting and review workflows
  • Portfolio monitoring and reporting

Investment Management

  • Investment thesis development and iteration
  • Earnings analysis and transcript workflows
  • Factor research synthesis
  • Portfolio attribution and reporting

Tool Expertise

We Train on the Tools Your Analysts Will Actually Use

We maintain active, hands-on expertise across every major general-purpose LLM and finance-specific AI platform - staying current on the latest functionality, model updates, and capability changes. More importantly, we know each tool's real-world limitations: where it misleads, where it requires validation, and where it is off-limits in a professional finance context. Our summer programs are built around the tools your firm has deployed, not a generic stack.

General purpose LLM

ChatGPT / OpenAI

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Enterprise denloyment, custom GPT development, advanced reasoning workflows.

General purpose LLM

Google Gemini

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Deep Research, Workspace integration, multi-modal financial analysis.

General purpose LLM

Claude (Anthropic)

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Extended context, large document analysis, reasoning-intensive workflows.

Finance-specific

Rogo

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AI-native research and analysis built for investment professionals and deal workflows.

Finance-specific

AlphaSense

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AI-powered search, Smart Summaries, earnings and transcript analysis.

Finance-specific

Endex

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Financial document intelligence for credit and structured products analysis.

Finance-specific

Shortcut

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AI-assisted workflow management and deal team coordination.

Also Covered

Microsoft Copilot

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Email, document, and Teams-integrated AI with MNPI-approved configurations.

Your Firm

Your Firm's Stack

We work with you ahead of summer to incorporate proprietary and internally deployed tools.

We're Working with
Clients Now

The best outcomes this summer will go to firms that plan ahead. We're already in active conversations with clients to integrate Al training directly into existing programs. Let's talk about what's right for your team.
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