How Investment Bankers use ChatGPT
Investment bankers lean on ChatGPT for first-pass drafts, structured outlines, and rubber-duck thinking on tricky problems before client work goes out.
What ChatGPT is
OpenAI's flagship conversational AI. Used by professionals across every category for drafting, summarization, structured thinking, and as a Swiss-army-knife reasoning assistant. Pro tier unlocks GPT-4-class models, file uploads, custom GPTs, and project memory.
Prompts to try
1 copy-paste prompt for Investment Bankers using ChatGPT:
Variance analysis on quarterly numbers
Analysis · Intermediate
As a investment banker, walk through the variances in the data below. For each line item where actual deviates from forecast/budget by more than [X%], identify: the magnitude, the most-likely drivers (ranked), what evidence would confirm each driver, and a one-line recommendation for management commentary. Don't speculate beyond what the data supports. Data: [paste data here]
All 5 prompts for Investment Bankers →