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How exposed to AI is a Financial and Investment Analyst?

Of the 26 tasks O*NET lists for financial and investment analysts, 4 could be done in half the time with a chat window today. 4 cannot be sped up at all. Here is which.

Exposure means published research judged an AI could halve the time a task takes, at the same quality. It does not mean the task stops needing a person. How to read this

Also called
AnalystCredit Products OfficerEquity Research AnalystFinancial AnalystInvestment AnalystPlanning AnalystPortfolio ManagerReal Estate AnalystSecurities AnalystTrust Officer
Reachable today Needs software built first Cannot be sped up
26
tasks rated for this occupation
292k
people do this job in the US
19 of 48
least protected in business and finance

Every task, and what AI can do with it

These are O*NET's task statements for this occupation, exactly as written, sorted into the three bands by the ratings behind this report. Nothing has been reworded.

Reachable with a chat window today

4
  • 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
  • Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions
  • Prepare all materials for transactions or execution of deals

Only with software built on top

18
  • Advise clients on aspects of capitalization, such as amounts, sources, or timing
  • Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies
  • Assess companies as investments for clients by examining company facilities
  • Collaborate with investment bankers to attract new corporate clients
  • Create client presentations of plan details
  • Determine the prices at which securities should be syndicated and offered to the public
  • Draw charts and graphs, using computer spreadsheets, to illustrate technical reports
  • Evaluate and compare the relative quality of various securities in a given industry
  • Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages
  • Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions
  • Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs
  • Monitor developments in the fields of industrial technology, business, finance, and economic theory
  • Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews
  • Perform securities valuation or pricing
  • Prepare plans of action for investment, using financial analyses
  • Present oral or written reports on general economic trends, individual corporations, and entire industries
  • Recommend investments and investment timing to companies, investment firm staff, or the public
  • Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies

Cannot be sped up

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
What this does not say

This is not a prediction about your job

Nobody surveyed an employer. Tasks are counted equally, so a percentage here is a share of the list rather than a share of your week. And the ratings were made in 2023, which makes every figure a floor rather than a ceiling.

It must never be used to select anyone for redundancy. The full limits are here.

Where to go next

This is the standard task list for the title. The useful next question is which of the tasks you actually do should go near AI, and which should not.

Sort your own tasks Read the full report

Exposure ratings from Eloundou, Manning, Mishkin and Rock, GPTs are GPTs: Labor market impact potential of LLMs, Science 384, 1306–1308, 2024, used under the MIT licence. This page includes information from the O*NET Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA. People Team AI has modified all or some of this information. USDOL/ETA has not approved, endorsed, or tested these modifications. Employment figures from the US Bureau of Labor Statistics.