Will AI replace a Mergers and Acquisitions Analyst?
AI risk 75/100Opportunity 90/100Future demand 80/100
How AI is affecting this role
- ›Instead of manually inputting 50 rows of revenue data from messy PDF invoices into Excel, the analyst uses an OCR tool integrated with GPT-4 to instantly structure the data into a clean financial model.
- ›During legal due diligence, the analyst uploads 200 lease agreements to Claude 3 Enterprise and extracts a table summarizing expiration dates and escalations in seconds, highlighting potential lease expiry risks.
- ›When creating a pitch book for a Indian manufacturing client, the analyst uses Midjourney to generate a bespoke, high-quality visual of the supply chain network, replacing a generic stock photo.
Ways to survive
- ›Stop treating Excel as a manual data entry tool; learn to use it as a dashboard for AI-processed outputs.
- ›Focus heavily on the 'soft skills' of deal origination and client management, as AI cannot replicate trust.
- ›Develop a critical eye for 'hallucinations' in AI financial outputs to ensure model integrity is never compromised.
Ways to get ahead with AI
- ›Create a proprietary 'Deal Sourcing Agent' that monitors Indian startup news and social sentiment to alert the team about potential undervalued targets.
- ›Automate the creation of 'Teaser' documents by connecting a CRM database to a document generation tool like DocuSign or PandaDoc with AI text filling.
- ›Master 'Python for Finance' to build dynamic valuation models that update in real-time based on live market data feeds.
How ONROL helps
We provide a specialized 'Python for Investment Banking' module that teaches you to build a dynamic DCF model from scratch and automate data extraction from financial statements.
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