AI exposure: Financial and Investment Analysts
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
Reading this score
computed50.1% of this occupation's weighted task load is exposed, which puts Financial and Investment Analysts at the 88th percentile of 923 occupations. The capability is largely there. Its average task scores 3.1 out of 4 on what a current system can produce, and the frictions that hold other jobs in place are comparatively weak here.
What holds the line here is context. Across this occupation's 26 tasks it averages 1.83 out of 3, the highest of the five friction dimensions. In plain terms, the work depends on knowledge the model cannot hold. Much of this job runs on things that were never written down: what this particular organisation does, what happened last week, what the person across the table actually meant. That context is the barrier, and it erodes as systems are given more access.
The most exposed thing this job does is Draw charts and graphs, at 86.7%. The least is Develop and maintain client relationships, at 11.7%. A gap of 75.0% between two parts of the same job is the reason this index publishes at task level. An occupation-wide number would have hidden both.
Within business and financial operations occupations, this one is more exposed than most. The median across the 48 roles in the group is 47.1%, and only 16 of them score higher than this. Occupational families are not uniform, and the spread inside them is often wider than the gap between them.
What would move this score. Of 26 tasks, 20 are currently banded exposed, 4 assisted and 2 untouched. For that distribution to shift materially would take cheaper ways to verify output, since the cost of checking is currently doing more to hold this work in place than the cost of producing it. The score is re-computed every quarter against a fresh capability reference, and the change is published rather than quietly applied.
Task by task
26 tasks, O*NET 31.0| Task | Exposed | Assisted | Untouched | Importance | Band |
|---|---|---|---|---|---|
| Draw charts and graphs, using computer spreadsheets, to illustrate technical reports. | 86.7% | 13.3% | 0.0% | – | exposed |
| Monitor developments in the fields of industrial technology, business, finance, and economic theory. | 86.7% | 13.3% | 0.0% | – | exposed |
| 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. | 86.7% | 13.3% | 0.0% | – | exposed |
| Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies. | 73.3% | 26.7% | 0.0% | – | exposed |
| Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions. | 73.3% | 26.7% | 0.0% | – | exposed |
| Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions. | 73.3% | 26.7% | 0.0% | – | exposed |
| Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages. | 66.7% | 33.3% | 0.0% | – | exposed |
| Conduct financial analyses related to investments in green construction or green retrofitting projects. | 58.3% | 29.2% | 12.5% | – | exposed |
| Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs. | 58.3% | 29.2% | 12.5% | – | exposed |
| Collaborate with investment bankers to attract new corporate clients. | 50.0% | 25.0% | 25.0% | – | exposed |
| Determine the prices at which securities should be syndicated and offered to the public. | 50.0% | 25.0% | 25.0% | – | exposed |
| Evaluate and compare the relative quality of various securities in a given industry. | 50.0% | 25.0% | 25.0% | – | exposed |
| Perform securities valuation or pricing. | 50.0% | 25.0% | 25.0% | – | exposed |
| Prepare plans of action for investment, using financial analyses. | 50.0% | 25.0% | 25.0% | – | exposed |
| Purchase investments for companies in accordance with company policy. | 50.0% | 25.0% | 25.0% | – | exposed |
| Advise clients on aspects of capitalization, such as amounts, sources, or timing. | 45.0% | 30.0% | 25.0% | – | exposed |
| Prepare all materials for transactions or execution of deals. | 45.0% | 30.0% | 25.0% | – | exposed |
| Present oral or written reports on general economic trends, individual corporations, and entire industries. | 40.0% | 35.0% | 25.0% | – | exposed |
| Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies. | 36.7% | 13.3% | 50.0% | – | exposed |
| Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts. | 35.0% | 40.0% | 25.0% | – | assisted |
| Confer with clients to restructure debt, refinance debt, or raise new debt. | 30.0% | 45.0% | 25.0% | – | assisted |
| Recommend investments and investment timing to companies, investment firm staff, or the public. | 30.0% | 45.0% | 25.0% | – | assisted |
| Create client presentations of plan details. | 26.7% | 23.3% | 50.0% | – | exposed |
| Assess companies as investments for clients by examining company facilities. | 20.0% | 30.0% | 50.0% | – | assisted |
| Supervise, train, or mentor junior team members. | 20.0% | 17.5% | 62.5% | – | untouched |
| Develop and maintain client relationships. | 11.7% | 13.3% | 75.0% | – | untouched |
Task text and importance ratings sourced from O*NET 31.0. Shares computed. The occupation score is the importance-weighted mean. 26 task(s) lacked a usable O*NET weight and are shown but excluded from the weighting.
Where the score comes from
judgedEvery task is scored through the standardised work activities it maps to. These are this occupation’s averages on the six rubric dimensions. Capability is what AI can do; the other five are what stands in the way.
| Dimension | Mean | Scale |
|---|---|---|
| Capability | 3.06 | 0-4 |
| Embodiment | 0.19 | 0-3 |
| Presence | 0.73 | 0-3 |
| Accountability | 1.17 | 0-3 |
| Context | 1.83 | 0-3 |
| Verification cost | 1.58 | 0-3 |
What this means in practice
Where most of a role's weighted task load is exposed, the work that survives is usually the part of the job nobody wrote into the job description: deciding what should be produced rather than producing it, and being answerable for the result. The tasks lowest on this page are a better guide to where to spend your time than any general advice about the future of work.
Occupations either side of this one
The four closest scores in the same occupational family, then the four closest anywhere in the index.
Read this carefully. Exposure is not displacement. A high score means current AI systems can produce this work, not that anyone will stop paying a person to do it. Adoption depends on economics, regulation and inertia that this index deliberately does not model. How the score is built.