AI in Investment Banking for Analysts to Adapt as Workflows Change but Jobs Remain – Matan

Paul Barnhurst speaks with Matan Feldman, Founder and CEO of Wall Street Prep. Matan shares his insights from his career in investment banking and financial modeling, discussing how AI is transforming the investment banking landscape, its impact on financial modeling, and the future of financial modeling education. He reflects on his journey founding Wall Street Prep and the lessons he’s learned along the way.

Matan Feldman is the Founder and CEO of Wall Street Prep, where he leads business development, course creation, and training programs for clients such as Morgan Stanley, J.P. Morgan, The Wharton School, and many others. Before founding Wall Street Prep, Matan worked at Chase Manhattan Bank and J.P. Morgan in investment banking and equity research.

Expect to Learn:

• How AI is changing financial modeling and banking workflows
• The evolving role of financial modelers in an AI-driven world
• How AI speeds up repetitive tasks, letting analysts focus on higher-level judgment
• Why are core financial modeling skills still essential despite AI advancements?

Here are a few quotes from the episode:

• "AI is already helping junior analysts by taking over repetitive tasks, but we're just scratching the surface."
• "AI has the potential to completely reshape how investment banks operate, but it's still in its early stages."

Matan Feldman highlights how AI is revolutionizing investment banking and financial modeling, improving efficiency and allowing analysts to focus on higher-level tasks. While AI tools are reshaping workflows, Matan stresses that core financial modeling skills and human judgment remain essential in this evolving industry.

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Website: https://www.wallstreetprep.com/

LinkedIn: https://www.linkedin.com/in/matanfeldman/

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In today’s episode:

[05:55] – AI in Banking

[07:00] – AI’s Banking Impact

[10:00] – Future of Modeling

[12:00] – Role of Modelers

[14:00] – AI’s Opportunities

[15:00] – AI in Advisory

[17:00] – Banking’s Future with AI

[19:00] – Analyst’s Future

[20:00] – AI’s Effect on Banking

[22:00] – AI and Careers