Best AI tools for Finance Professionals in 2026 ! (Junior)
Junior analysts spend hours building models, cleaning data, formatting slides, and doing repetitive research. But what if AI could do 80% of that work for you?
In this video, I explain how junior analysts in investment banking, consulting, finance, and research can use AI tools to automate repetitive tasks and focus on high-value thinking, insights, and strategy.
00:00 - 80% of Your Work Can Be Offloaded to AI
00:54 - The 5 Tasks Every Junior Analyst Should Automate
01:15 - Annual Report Summary in Minutes
02:43 - Industry Research Without 10 Open Tabs
04:18 - Excel Debugging Like a Senior Modeller
06:23 - Presentations That Actually Persuade
07:50 - Financial Ratio Analysis & Stress Testing
09:14 - AI Won't Replace You — Unless You Let It
1. NotebookLM — Annual Report Summary
🔗 https://notebooklm.google.com
2. Perplexity AI — Industry Research
🔗 https://www.perplexity.ai
3. Shortcut AI — Excel Debugging & Financial Modelling
🔗 https://shortcut.ai
4. Truffle Pick — Alternative Excel Tool (mentioned as bonus)
🔗 https://www.trufflepig.ai
5. Claude — Presentation Content Drafting
🔗 https://claude.ai
6. Canva AI — Presentation Design
🔗 https://www.canva.com
7. ChatGPT — Financial Ratio Analysis & Stress Testing
🔗 https://chatgpt.com
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