The Art and Science of Prompt Engineering: The New Intellectual Edge for Investment Analysts

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    5 minutes
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Course overview
Prompt engineering has become a critical skill for investment analysts, transforming AI from a basic research tool into a powerful analytical engine. This essay explores the evolution of structured prompting, key techniques for mastering it, common pitfalls, and why sophisticated AI interactions are now a major source of intellectual capital.

Available as part of our Premium Plus subscription tiers.

What's included?

  • 1  video
  • Mastering prompt engineering is the next frontier in investment analysis, turning AI into a research powerhouse for those who know how to ask the right questions.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This video is essential for investment analysts, portfolio managers, and financial researchers looking to leverage AI effectively. If you're struggling to get meaningful insights from AI tools or want to refine your ability to structure financial research prompts, this deep dive into prompt engineering will give you a significant analytical edge.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 9x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com. 
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