Will AI replace Financial and Investment Analysts?
AI reaches a large part of this job’s work.
50/100
High exposure
More exposed to AI than 80% of US workers.
- AI already used in
- 39% of the work
- As AI tools mature: up to
- 85% of the work
What the job involves
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
Where AI reaches the work
The job’s main tasks, heaviest first, by how far AI reaches them.
Already happening(11)
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- Create client presentations of plan details.
- Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- Evaluate and compare the relative quality of various securities in a given industry.
and 6 more
Within reach(11)
- Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- Assess companies as investments for clients by examining company facilities.
- Collaborate with investment bankers to attract new corporate clients.
- Conduct financial analyses related to investments in green construction or green retrofitting projects.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
and 6 more
Out of reach(4)
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- Develop and maintain client relationships.
- Purchase investments for companies in accordance with company policy.
- Supervise, train, or mentor junior team members.
Also called
Financial Analyst · Corporate Financial Analyst · Corporate Securities Research Analyst · Corporate Statistical Financial Analyst · Institutional Commodity Analyst · Analyst · Credit Products Officer · Equity Research Analyst
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What these numbers mean
The score is the share of this job’s work, weighted by how important and frequent each task is, that AI could do in half the time: tasks an AI model could do alone count in full, tasks that need software built on AI count half.
“AI already used” is the share of the work in tasks where people are recorded using AI today. “As AI tools mature” counts every task AI could halve, with or without extra software.
The percentile compares the score with every job’s, weighted by how many people in the US do each one. Exposure means AI could change how the work is done, not that the job goes away. These are estimates for the typical job, not predictions.
Sources
- O*NET 31.0 Database, U.S. Department of Labor, Employment and Training Administration
- GPTs are GPTs: Labor market impact potential of LLMs (task labels), Eloundou, Manning, Mishkin & Rock (2023), OpenAI and University of Pennsylvania
- Anthropic Economic Index: labor market impacts (task penetration), Anthropic
- Occupational Employment and Wage Statistics, May 2025 (national and metropolitan areas), U.S. Bureau of Labor Statistics