
S&T Terms Glossary
Master the 20 most critical Sales & Trading terms used on the trading floor every day.

Inside the Trading Floor
Peek behind the curtain to understand the tech, the structure, and the high-stakes culture of a major bank's trading room.

How Different Firms Compete in Markets
Deep dive into the strategies, risk profiles, and unique advantages that separate bulge bracket banks from elite boutiques.
Pros and Cons of a Sales & Trading Career
Get the unvarnished truth on the compensation, exit opportunities, and intense demands before you commit to S&T.

Exercise: AI for Research & Analysis
Use AI to experiment with prompts, analyze varied results, and synthesize multiple perspectives into a unified summary.

Checklist for Fact-Checking AI Outputs
Simple verification framework to ensure AI responses are accurate, credible, and unbiased.

S&T Overview of Desks
From Fixed Income to Equities, see a quick breakdown of every major Sales & Trading desk and which is right for your skills.
How S&T Fits into a Bank
Learn the core function of Sales & Trading and how it powers a global investment bank's success.

Exercise: Automate a Team Workflow with AI
Redesign a repetitive team process—from trigger to action to outcome—using AI-driven automation.

AI Integration Directory
Directory of common AI integrations (Slack, Notion, Google Workspace, Zapier) with ideas for what to automate first.
Integrating AI into Your Daily Tools
Step-by-step walkthrough for connecting AI tools like Google Drive, Slack, and Notion to ChatGPT for seamless automation.
Tracking & Documentation (Using Notion AI)
See how AI can automate meeting notes, reports, and follow-ups to streamline collaboration.
Brainstorming & Idea Generation (Using Canva AI)
Use AI to spark creativity and enhance team brainstorming through visual and text-based collaboration.
Routing & Process Support (Using ChatGPT)
Learn how to automate tagging, categorization, and routing for repetitive workflows using AI.
Personalization & Recommendations (Using ChatGPT)
Discover how to use AI to tailor content, messages, and experiences for different audiences.
Drafting & Content Creation (Using Claude)
Learn how to create high-quality first drafts for emails, reports, and proposals using AI to structure and elevate your ideas.
Checking & Quality Control (Using Writer AI)
Learn how to use AI to review writing for tone, accuracy, and clarity.

Exercise: Writing with AI - Creative Application
Practice using AI to adapt tone and structure for different audiences and transform raw ideas into polished writing.

Common Pitfalls in AI Writing
Checklist of common writing issues (tone drift, hallucinations, overconfidence) and how to identify and fix them.
Translation & Accessibility (Using DeepL + ChatGPT)
See how AI improves clarity and inclusivity through translation, tone adjustments, and plain-language rewriting.