Financial Quantitative Analysts
Business and Financial Operations Occupations- O*NET-SOC code
- 13-2099.01
Develop quantitative techniques to inform securities investing, equities investing, pricing, or valuation of financial instruments. Develop mathematical or statistical models for risk management, asset optimization, pricing, or relative value analysis.
- Data source: BLSPublished: 2026-08
Very high· relative
LowFour relative bandsVery highGroup-level value
Scale, basis and source
Four relative bands (Low / Moderate / High / Very high)
831 detailed occupations in the BLS Employment Projections table. Assigned per National Employment Matrix (NEM) code, so occupations sharing a NEM code carry the same band
- Data source: AnthropicPublished: 2026-03
0.220
0.000Range of values carried here0.745Group-level value
Scale, basis and source
Observed exposure index, 0–1 as published
Mapped onto O*NET tasks
Published per SOC 2018 occupation; every O*NET occupation with the same SOC 2018 code carries this value
- Data source: ILOPublished: 2025
0.44
0.09Range of values carried here0.70Group-level value
Scale, basis and source
Generative AI exposure index, 0–1 as published
Published per ISCO-08 unit group. Linked to this occupation, wholly or in part, by applying U.S. Bureau of Labor Statistics crosswalks (ISCO-08 to 2010 SOC, 2010 SOC to 2018 SOC) as published
What kind of figure this source publishes
The BLS category is a relative rank, not an absolute level, and it is not a first-hand measurement: it groups an occupation's percentile ranks across several published studies into four bands. It is not an employment or wage forecast, not a probability of adoption, and it does not separate automation from augmentation.
Task-level exposure
Show 9 hidden tasks21 rated tasks · 21 tasks with β ≥ 0.5 (100.0%)
β = direct exposure (E1) + 0.5 × exposure when tools are available (E2), per the source repository's definition.
- Source unit: O*NET 27.2 tasks → O*NET 31.0 occupation code
- All rated tasks are in the O*NET 31.0 task list.
- Source
- OpenAI "GPTs are GPTs" exposure rubric
- Release
- gh-main-0471612
- License
- MIT License, Copyright (c) 2024 OpenAI
| Task (O*NET 20.1) | Claude.aiRaw / share % | APIRaw / share % |
|---|---|---|
Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models.13-2099.01 | 0.053136.9 | 0.017017.7 |
Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation.13-2099.01 | 0.027719.3 | 0.00707.3 |
Interpret results of financial analysis procedures.13-2099.01 | 0.019813.8 | 0.028429.5 |
Provide application or analytical support to researchers or traders on issues such as valuations or data.13-2099.01 | 0.01389.6 | 0.010110.5 |
Produce written summary reports of financial research results.13-2099.01 | 0.00684.8 | 0.016517.2 |
Prepare requirements documentation for use by software developers.13-2099.01 | 0.00614.3 | 0.00232.4 |
Research new financial products or analytics to determine their usefulness.13-2099.01 | 0.00584.0 | 0.00333.4 |
Identify, track, or maintain metrics for trading system operations.13-2099.01 | 0.00402.8 | 0.00444.6 |
Define or recommend model specifications or data collection methods.13-2099.01 | 0.00342.4 | —0 |
Develop core analytical capabilities or model libraries, using advanced statistical, quantitative, or econometric techniques.13-2099.01 | 0.00312.2 | 0.00373.9 |
Maintain or modify all financial analytic models in use. | —0 | 0.00181.9 |
Develop methods of assessing or measuring corporate performance in terms of environmental, social, and governance (ESG) issues. | —0 | 0.00171.8 |
Values in this tab are predicted labels, not observations. Eloundou et al. (2023) published two rating regimes — human raters and GPT-4 — and the β shown here is derived from the GPT-4 rater basis alone; the same task can take a different value under the other regime. The unit and the meaning differ from the observed shares (%) in the other tabs, so do not place them on the same axis.
| Task (O*NET 27.2) | βE1 + 0.5 × E2 |
|---|---|
Prepare requirements documentation for use by software developers.O*NET Task ID 15982 | 1.0 |
Collaborate in the development or testing of new analytical software to ensure compliance with user requirements, specifications, or scope.O*NET Task ID 15985 | 1.0 |
Maintain or modify all financial analytic models in use.O*NET Task ID 15987 | 1.0 |
Produce written summary reports of financial research results.O*NET Task ID 15988 | 1.0 |
Develop core analytical capabilities or model libraries, using advanced statistical, quantitative, or econometric techniques.O*NET Task ID 15990 | 1.0 |
Devise or apply independent models or tools to help verify results of analytical systems.O*NET Task ID 15996 | 1.0 |
Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation.O*NET Task ID 15997 | 1.0 |
Provide application or analytical support to researchers or traders on issues such as valuations or data.O*NET Task ID 15983 | 0.5 |
Identify, track, or maintain metrics for trading system operations.O*NET Task ID 15984 | 0.5 |
Research new financial products or analytics to determine their usefulness.O*NET Task ID 15986 | 0.5 |
Interpret results of financial analysis procedures.O*NET Task ID 15989 | 0.5 |
Define or recommend model specifications or data collection methods.O*NET Task ID 15991 | 0.5 |
Consult traders or other financial industry personnel to determine the need for new or improved analytical applications.O*NET Task ID 15992 | 0.5 |
Confer with other financial engineers or analysts on trading strategies, market dynamics, or trading system performance to inform development of quantitative techniques.O*NET Task ID 15993 | 0.5 |
Collaborate with product development teams to research, model, validate, or implement quantitative structured solutions for new or expanded markets.O*NET Task ID 15994 | 0.5 |
Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models.O*NET Task ID 15995 | 0.5 |
Analyze pricing or risks of carbon trading products.O*NET Task ID 19572 | 0.5 |
Assess the potential impact of climate change on business financial issues, such as damage repairs, insurance costs, or potential disruptions of daily activities.O*NET Task ID 19573 | 0.5 |
Develop methods of assessing or measuring corporate performance in terms of environmental, social, and governance (ESG) issues.O*NET Task ID 19574 | 0.5 |
Develop solutions to help clients hedge carbon exposure or risk.O*NET Task ID 19575 | 0.5 |
Develop tools to assess green technologies or green financial products, such as green hedge funds or social responsibility investment funds.O*NET Task ID 19576 | 0.5 |
β = E1 + 0.5 × E2 · E1 = tasks where direct LLM access alone cuts time by at least 50%, E2 = tasks where software built on top of an LLM cuts time by at least 50%. Values take only 0 / 0.5 / 1.0.
Data sources & licenses — O*NET®, Anthropic Economic Index, Eloundou et al. (2023): see full notices on the Credits page
All O*NET 31.0 task statements (21)
All O*NET 31.0 task statements for this occupation (English, as published; task type core or supplemental). Exposure values are not listed here; they are in the table above, next to each task statement as worded in the O*NET version each source used.
| Task (O*NET 31.0) | Type |
|---|---|
| Provide application or analytical support to researchers or traders on issues such as valuations or data. | Core |
| Collaborate in the development or testing of new analytical software to ensure compliance with user requirements, specifications, or scope. | Core |
| Research new financial products or analytics to determine their usefulness. | Core |
| Maintain or modify all financial analytic models in use. | Core |
| Produce written summary reports of financial research results. | Core |
| Interpret results of financial analysis procedures. | Core |
| Develop core analytical capabilities or model libraries, using advanced statistical, quantitative, or econometric techniques. | Core |
| Define or recommend model specifications or data collection methods. | Core |
| Consult traders or other financial industry personnel to determine the need for new or improved analytical applications. | Core |
| Confer with other financial engineers or analysts on trading strategies, market dynamics, or trading system performance to inform development of quantitative techniques. | Core |
| Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models. | Core |
| Devise or apply independent models or tools to help verify results of analytical systems. | Core |
| Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation. | Core |
| Prepare requirements documentation for use by software developers. | Supplemental |
| Identify, track, or maintain metrics for trading system operations. | Supplemental |
| Collaborate with product development teams to research, model, validate, or implement quantitative structured solutions for new or expanded markets. | Supplemental |
| Analyze pricing or risks of carbon trading products. | Supplemental |
| Assess the potential impact of climate change on business financial issues, such as damage repairs, insurance costs, or potential disruptions of daily activities. | Supplemental |
| Develop methods of assessing or measuring corporate performance in terms of environmental, social, and governance (ESG) issues. | Supplemental |
| Develop solutions to help clients hedge carbon exposure or risk. | Supplemental |
| Develop tools to assess green technologies or green financial products, such as green hedge funds or social responsibility investment funds. | Supplemental |
0.00/ 3· Robot exposure index
Scale, basis and source
Each physical task is graded 0–3 by the setting in which robots that have been deployed, sold or demonstrated could do it (0 none · 1 purpose-built robot settings such as a fenced machine cell or a bottling line · 2 structured facilities such as a hospital pharmacy or a container port · 3 unstructured settings such as a private home or a construction site), and the grades are averaged by share of working time
Physical tasks among this occupation's O*NET 29.3 tasks
Anthropic estimated the grades and time shares with Claude Opus 5 using web search, as of 2026.
The robot exposure index is a different measure from the AI exposure figures on this site and cannot be added to or compared with them. It does not measure actual adoption or cost, and 0 also covers occupations with no physical tasks.
Tier of each physical task
None of this occupation's O*NET 29.3 tasks is classified as a physical task.
Occupation information
Employment outlook (BLS)
Values for the whole SOC 13-2099 group (Financial specialists, all other), not for this O*NET occupation alone.
- Employment, 2025
- 138K
- Projected employment, 2035
- 143K
- Change (2025–35)
- +4.1%
- Median annual wage, 2025
- $81,100
- Typical education needed for entry
- Bachelor's degree
Korea classification links (KSCO)
Links from the current release of the Korea Occupation Direct Crosswalk v1.1, made by AI Changing Work. Relation values are read from the O*NET-SOC occupation side.
| KSCO code | KSCO title | Relation | Status |
|---|---|---|---|
| 28211 | 투자 및 증권 분석가 | This occupation is narrower | confirmed |
| 28232 | 금융 상품 개발자 | Related, not a match | confirmed |
Relation and status definitions(kr-direct v1.1)
ILO occupational description
AI Changing Work links the ISCO-08 unit groups below to this occupation by applying the U.S. Bureau of Labor Statistics crosswalks (2018 SOC to 2010 SOC, 2010 SOC to ISCO-08) as published, without case-by-case selection; each link may be whole or partial.
- ISCO-08 3339Business Services Agents Not Elsewhere Classified
The definition, tasks and examples below are the ILO's description of that unit group, not of this occupation.
This unit group covers business services agents not classified elsewhere in Minor Group 333: Business Services Agents. For instance, the group includes those who establish business contacts, sell business services such as advertising space in the media, arrange contracts for performances of athletes, entertainers and artists, for the publication of books, the production of plays, or the recording, performance and sale of music, sell property and goods by auction and who design and organize package and group tours.
Tasks
- In such cases tasks would include -
- (a) obtaining information about services to be sold and needs of prospective buyers;
- (b) negotiating contracts on behalf of seller or buyer and explaining terms of sale and payment to client;
- (c) signing agreements on behalf of seller or buyer and ensuring that contract is honoured;
- (d) making sure that the business service purchased is made available to the buyer in the agreed format at the agreed time;
- (e) selling by auction various kinds of property, cars, commodities, livestock, art, jewellery and other objects.
- (f) organizing group tours for business or vacation travel and making bulk travel and accommodation bookings.
Example occupations
Advertising salesperson · Auctioneer · Literary agent · Musical performance agent · Sports agent · Theatrical agent · Tour operator
Sources: ILO ISCO-08 — details: Credits
ESCO occupational vocabulary
Each entry below is matched to this occupation in the published ESCO-O*NET Crosswalk (version 1, 2022). The match types are that crosswalk's; the wording is AI Changing Work's.
- financial analystESCO 2413.1This occupation is narrower
Financial analysts conduct economic research and elicit valuable analyses on financial matters such as profitability, liquidity, solvency, and asset management. They provide recommendations on financial matters for decision-making processes. Financial analysts work in both the public and the private sector.
- securities analystESCO 2413.1.5This occupation is narrower
Securities analysts perform research activities to gather and analyse financial, legal and economic information. They interpret data on the price, stability and future investment trends in a certain economic area and make recommendations and forecasts to business clients.
- business valuerESCO 2412.1This occupation is broader
Business valuers provide valuation assessements of business entities, stock and other securities and intangible assets, in order to assist their clients in strategic decision-making procedures such as mergers and acquisitions, litigation cases, bankruptcy, taxation compliance and general restructuring of the companies.
- investment analystESCO 2413.1.3Overlapping, not the same
Investment analysts undertake research to make informed recommendations to fund managers. They research investments globally but depending on the nature and field of their employer they can specialise in fields like retail, infrastructure, energy, banking and financial services. They focus on financial and economical information such as the political and economic developments that can impact financial markets, the financial performance of the target companies and use the interpretation of data from different sources to understand how it affects investment decision making.
Source: European Commission, DG EMPL — ESCO API 2026-08-08 (bridge v1.2.1)
License: CC BY 4.0 (EU Reuse Notice)
ESCO reuse terms and the modification notice are in Credits.
France classification links (ROME)
AI Changing Work's links between this occupation and ROME 4.0 job profiles, judged with AI models. Relations are read from this occupation's side. Links marked “provisional” were adopted on the judgments of two judges from the same model family (Claude) alone, or by an operator rule applied to their judgments, so they rest on weaker evidence than confirmed links.
| ROME code | ROME title (French) | Relation |
|---|---|---|
| M1201 | Analyste financier / Analyste financière | This occupation is narrowerprovisional |
| M1228 | Gestionnaire de risques financiers | Related, not a matchprovisional |
| M1414 | Ingénieur statisticien / Ingénieure statisticienne | Related, not a matchprovisional |
Source: France Travail — Répertoire Opérationnel des Métiers et des Emplois (ROME 4.0), version 61, last updated 15 June 2026 (https://www.data.gouv.fr/datasets/repertoire-operationnel-des-metiers-et-des-emplois-rome). Licence Ouverte 2.0.
ROME codes and titles are reproduced unchanged; the links to O*NET-SOC occupations are AI Changing Work's own judgment and are not a France Travail correspondence.
(AI Changing Work link release: fr-direct v1)
Spain classification links (CNO-11)
AI Changing Work's links between this occupation and CNO-11 occupations, judged with AI models. Relations are read from this occupation's side.
| CNO-11 code | CNO-11 title (Spanish) | Relation |
|---|---|---|
| 2613 | Analistas financieros | This occupation is narrowerprovisional |
| 2415 | Matemáticos y actuarios | Related, not a matchprovisional |
Source: Instituto Nacional de Estadística (INE), National Classification of Occupations 2011 (CNO-11, Royal Decree 1591/2010) — www.ine.es · Licensed CC BY 4.0. CNO-11 codes and Spanish titles are reproduced unchanged; the links to O*NET occupations are AI Changing Work's own judgment and are not an INE correspondence.
(AI Changing Work link release: es-direct v1)
Germany classification links (KldB)
AI Changing Work's links between this occupation and KldB occupations, judged with AI models. Relations are read from this occupation's side.
| KldB code | KldB title (German) | Relation |
|---|---|---|
| 72144 | Finanzanalysten/-analystinnen - hoch komplexe Tätigkeiten | This occupation is narrower |
| 41184 | Berufe in der Mathematik (sonstige spezifische Tätigkeitsangabe) - hoch komplexe Tätigkeiten | Related, not a match |
Source: © Statistik der Bundesagentur für Arbeit — Klassifikation der Berufe 2010 – überarbeitete Fassung 2020, https://statistik.arbeitsagentur.de. KldB codes and titles are reproduced unchanged; the links to O*NET occupations are AI Changing Work's own mapping (eigene Zuordnung) and are not a Bundesagentur für Arbeit correspondence.
(AI Changing Work link release: de-direct v1)
Japan classification links (JSCO)
AI Changing Work's links between this occupation and JSCO occupations, judged with AI models. Relations are read from this occupation's side.
| JSCO code | JSCO title (Japanese) | Relation |
|---|---|---|
| 184 | 金融・保険専門職業従事者 | This occupation is narrowerprovisional |
Source: Ministry of Internal Affairs and Communications (MIC), Japan Standard Occupational Classification (Dec. 2009, MIC Notification No. 555). JSCO codes and Japanese titles are reproduced unchanged; the links to O*NET occupations are AI Changing Work's own judgment and are not a MIC correspondence.
(AI Changing Work link release: jp-direct v1)
Sources, licenses and AI Changing Work's modification and translation notices for this page: Credits & sources