An Ex-Evercore Banker’s Take on How AI Is Changing Finance Careers

🧑‍🏫Wharton & Wall Street Prep PE Certificate Program🧑‍🏫 ► Use code RARELIQUID for up to $500 OFF ► https://secure.enroll.wharton.wallstreetprep.com/referral/fkx0rrss/s2yqD1GUkwps4u5h 🚀My 1-1 Banking Mentorship Program🚀 ► Work with me to secure an investment banking offer: https://go.bankingaccelerator.com/cc54818d 👇Want to Know Your Chances of Breaking Into Banking?👇 ► Take the Free Quiz: https://quiz.bankingaccelerator.com/ ⏱Timestamps⏱ 00:00:00 – Introduction & Guest Welcome 00:00:28 – Wall Street Prep PE Certificate 00:01:24 – Alessia's International Background 00:02:28 – How Moving Around Shaped Her Career 00:04:07 – Why She Chose Investment Banking 00:05:37 – Evercore vs. Bulge Brackets & C-Suite Exposure 00:07:21 – Becoming the Sole Analyst on Day One 00:08:57 – Where You Learn the Most: Mid-Size Deals 00:10:08 – AI Adoption at Evercore vs. Other Banks 00:11:25 – Internal Hackathons at Insight Partners 00:13:42 – How Bankers Are Actually Using AI 00:15:14 – Excel: Manual Modeling vs. AI Scaffolding 00:16:32 – Will Financial Modeling Become a Lost Art? 00:20:55 – Her AI Tool Stack: ChatGPT to Claude 00:23:26 – Empowering Senior Bankers to Use AI 00:24:34 – What Surprised Her About Banking 00:26:44 – Banking Accelerator 00:27:58 – Strategic Advisory: A $40B Client Example 00:29:21 – Banking vs. Consulting: Execution Matters 00:30:45 – War Stories & The Reality of IB Hours 00:33:16 – Banking's Echo Chamber 00:34:17 – Leaving Banking for Insight Partners 00:36:06 – What Is Growth Equity? VC vs. PE vs. Growth 00:38:22 – A Day in the Life at Insight 00:43:04 – Structured Equity & Vertical Software Focus 00:45:11 – Preferred Equity vs. Convertible Debt 00:48:02 – The SaaSpocalypse: Hype or Reality? 00:50:07 – AI Moats: Infrastructure vs. Application Layer 00:53:31 – The Salesforce Question 00:55:27 – How to Keep Up with AI Changes 00:58:21 – Going All-In on Claude as a Power User 01:05:05 – Will AI Reduce Banker Headcount? 01:08:25 – Advice to Her Younger Self 01:11:31 – Closing Thoughts & Outro