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Financial and Investment Analysts

Financial and Investment Analysts score 46 out of 100, which is elevated exposure to AI. That ranks #321 of 923 US occupations, where #1 is the most exposed. Of the 26 tasks in this job, AI could speed up 0 on its own and 24 more with extra software built on top of it. In April–May 2026, 17 of these tasks showed up in real conversations with Claude, Anthropic's AI assistant.

46/ 100
Elevated
Rank
#321of 923 jobs
US workers
361,980BLS, May 2025
Median pay
$102,740a year
In real AI use
17 of 26tasks, April–May 2026

Task by task

Each task this job involves, as listed by O*NET, rated on whether a large language model like GPT-4 could cut the time it takes by at least half at the same quality. Tasks marked Seen in real AI use appeared in conversations with Claude in April–May 2026 (Anthropic Economic Index).

  • AI can speed this up on its own: 0 (0%)
  • AI can speed this up with extra software: 24 (92%)
  • Little or no AI speed-up: 2 (8%)
  • Advise clients on aspects of capitalization, such as amounts, sources, or timing.AI can speed this up with extra software · Seen in real AI use
  • Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.AI can speed this up with extra software · Seen in real AI use
  • Assess companies as investments for clients by examining company facilities.AI can speed this up with extra software
  • Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.AI can speed this up with extra software
  • Collaborate with investment bankers to attract new corporate clients.AI can speed this up with extra software
  • Conduct financial analyses related to investments in green construction or green retrofitting projects.AI can speed this up with extra software
  • Confer with clients to restructure debt, refinance debt, or raise new debt.AI can speed this up with extra software · Seen in real AI use
  • Create client presentations of plan details.AI can speed this up with extra software · Seen in real AI use
  • Determine the prices at which securities should be syndicated and offered to the public.AI can speed this up with extra software
  • Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.AI can speed this up with extra software · Seen in real AI use
  • Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.AI can speed this up with extra software · Seen in real AI use
  • Evaluate and compare the relative quality of various securities in a given industry.AI can speed this up with extra software
  • Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.AI can speed this up with extra software · Seen in real AI use
  • Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.AI can speed this up with extra software · Seen in real AI use
  • Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.AI can speed this up with extra software · Seen in real AI use
  • Monitor developments in the fields of industrial technology, business, finance, and economic theory.AI can speed this up with extra software · Seen in real AI use
  • 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.AI can speed this up with extra software · Seen in real AI use
  • Perform securities valuation or pricing.AI can speed this up with extra software · Seen in real AI use
  • Prepare all materials for transactions or execution of deals.AI can speed this up with extra software · Seen in real AI use
  • Prepare plans of action for investment, using financial analyses.AI can speed this up with extra software · Seen in real AI use
  • Present oral or written reports on general economic trends, individual corporations, and entire industries.AI can speed this up with extra software · Seen in real AI use
  • Purchase investments for companies in accordance with company policy.AI can speed this up with extra software
  • Recommend investments and investment timing to companies, investment firm staff, or the public.AI can speed this up with extra software · Seen in real AI use
  • Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.AI can speed this up with extra software
  • Develop and maintain client relationships.Little or no AI speed-up · Seen in real AI use
  • Supervise, train, or mentor junior team members.Little or no AI speed-up

Similar jobs, lower exposure

Related occupations that score at least 10 points lower.

Other jobs in this field

Business and Financial Operations occupations close to this one.

Questions about financial and investment analysts and AI

Will AI replace financial and investment analysts?

Not entirely. Parts of the job are likely to change as AI takes over routine tasks. Financial and Investment Analysts score 46 out of 100 (elevated exposure), #321 of 923 US jobs. AI could speed up 24 of the job's 26 tasks, 0 of them on its own, while 2 see little or no speed-up. Exposure means the work is likely to change, not that the job will disappear.

Which financial and investment analysts tasks can AI do?

The most exposed tasks include "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".

Which financial and investment analysts tasks are hardest for AI?

Tasks with little or no AI speed-up include "Develop and maintain client relationships"; "Supervise, train, or mentor junior team members".

Are people already using AI for this work?

Yes. In April–May 2026, 17 of the 26 tasks showed up in real conversations with Claude, according to the Anthropic Economic Index.

How many people work as financial and investment analysts, and what do they earn?

About 361,980 people in the US, with median pay of $102,740 a year (BLS, May 2025).

How to read this score. Exposure measures how much of the work AI could speed up, not whether the job will disappear. A highly exposed job can change shape, with people spending less time on routine tasks and more on the rest. The score counts tasks AI can speed up on its own in full, and tasks that need extra software at half weight.

The ratings come from published research based on GPT-4 (2023). To show what's happening now, each task is also checked against the latest Anthropic Economic Index, which records which tasks people actually use AI for. That data is refreshed automatically when Anthropic publishes a new release. Read the full method.

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