Job Check
Financial and Investment Analysts
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.
Four studies, side by side
None is a forecast of job loss57%of this job’s work time goes to tasks that people already do with Claude at work, counting tasks where AI only helps as half (2026).Anthropic, 2026
46%of this job’s tasks an AI model could do in half the time, counting tasks that need extra tools as half (rated in 2023).Eloundou, Manning, Mishkin and Rock, 2023
Above 85% of jobsin how often and how well AI helped with this job’s work in Microsoft Copilot chats (2024 data).Microsoft Research (Tomlinson et al.), 2025
Your human edge
The main tasks with no real AI use seen and no big speed-up expected. This is where your skill counts most today.
- Develop and maintain client relationships.