Job Check

Financial and Investment Analysts

US evidence · AI already used for 2 of 10 main tasks · Check another job

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

10 main tasks · most important first

Your main tasks and AI

Importance

01Advise clients on aspects of capitalization, such as amounts, sources, or timing.AI could speed this up, with extra tools
02Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.People already use AI for this at work
03Assess companies as investments for clients by examining company facilities.AI could speed this up, with extra tools
04Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.AI could speed this up, with extra tools
05Collaborate with investment bankers to attract new corporate clients.AI could speed this up, with extra tools
06Conduct financial analyses related to investments in green construction or green retrofitting projects.AI could speed this up, with extra tools
07Confer with clients to restructure debt, refinance debt, or raise new debt.AI could speed this up, with extra tools
08Create client presentations of plan details.People already use AI for this at work
09Determine the prices at which securities should be syndicated and offered to the public.AI could speed this up, with extra tools
10Develop and maintain client relationships.Mostly human for now

Tasks from O*NET® 31.0 (US Department of Labor, CC BY 4.0, changed by us), most important first. “Already use” comes from Anthropic’s data on real work chats with Claude; “could speed up” from task ratings made with GPT-4 in 2023.

Checked O*NET 31.0, August 2026Corrections

About this check

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Where these numbers come from

O*NET 31.0 Database, US Department of Labor, Employment and Training Administration (USDOL/ETA), 2026-08. Licence: CC BY 4.0.

Anthropic Economic Index: labor market impacts (observed exposure), Anthropic, 2026-03-05. Licence: CC BY.

Working with AI: Measuring the Applicability of Generative AI to Occupations (v1.1), Microsoft Research (Tomlinson et al.), 2025-12. Licence: CC BY 4.0.

GPTs are GPTs: labor market impact potential of LLMs (Science, 2024), Eloundou, Manning, Mishkin and Rock, 2023. Licence: MIT.

What work can robots do? (robot exposure index), Anthropic, 2026-09-30. Licence: CC BY 4.0.

This page includes information from the O*NET® 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. We have modified this information; USDOL/ETA has not approved, endorsed or tested these modifications. O*NET® is a trademark of USDOL/ETA. How the Job Check works.

Corrections

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Financial and Investment Analysts

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