AI in the Analyst Workflow
Intermediate · 5 concepts · 5 clips · 8 source videos. Watch the clips in order, then take the quick check to see what did not land.
Where the tools actually are
What the current generation does competently on real banking work, tested rather than asserted.
Kenji tests research and data tools on real finance work, and says which ones survive it (0:00-5:55)
Did this clip teach it?
The ideas in these clips, on Atlas
- A prompt is a brief: task, role, background and output formatWrite to a model as you would brief a capable junior: the task, their role, the context they lack, and what the output should look like.
- What banks actually deploy is narrower and more governed than the consumer conversationInstitutional AI is scoped, governed and data-limited; expect to work inside those limits and to be able to explain them.
- Which parts of the analyst job compress, and which get more valuablePrepare for the parts of the job the tools make scarce, judgement and client sense, rather than the parts they make cheap.