Financial and Investment Analysts
Business and Financial Operations Occupations- O*NET-SOC code
- 13-2051.00
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
- 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
0.572
0.000Range of values carried here0.745Scale, 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
0.57–0.62· 2 ISCO-08 groups
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.
ILO value for each linked ISCO-08 group
- ISCO-08 2412Financial and Investment Advisers0.57
- ISCO-08 2413Financial Analysts0.62
Task-level exposure
Show 16 hidden tasks26 rated tasks · 24 tasks with β ≥ 0.5 (92.3%)
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 30.2) | Claude.aiRaw / share % | APIRaw / share % |
|---|---|---|
Recommend investments and investment timing to companies, investment firm staff, or the public.13-2051.00 | 0.070022.6 | 0.080018.2 |
Prepare plans of action for investment, using financial analyses.13-2051.00 | 0.070022.6 | 0.01002.3 |
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.13-2051.00 | 0.040012.9 | 0.090020.5 |
Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.13-2051.00 | 0.03009.7 | 0.210047.7 |
Monitor developments in the fields of industrial technology, business, finance, and economic theory.13-2051.00 | 0.03009.7 | 0.03006.8 |
Prepare all materials for transactions or execution of deals.13-2051.00 | 0.02006.5 | 0.01002.3 |
Advise clients on aspects of capitalization, such as amounts, sources, or timing.13-2051.00 | 0.02006.5 | 0.00000.0 |
Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.13-2051.00 | 0.01003.2 | 0.01002.3 |
Confer with clients to restructure debt, refinance debt, or raise new debt.13-2051.00 | 0.01003.2 | 0.00000.0 |
Present oral or written reports on general economic trends, individual corporations, and entire industries.13-2051.00 | 0.01003.2 | —0 |
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 |
|---|---|
Advise clients on aspects of capitalization, such as amounts, sources, or timing.O*NET Task ID 21579 | 0.5 |
Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.O*NET Task ID 21580 | 0.5 |
Assess companies as investments for clients by examining company facilities.O*NET Task ID 21581 | 0.5 |
Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.O*NET Task ID 21582 | 0.5 |
Collaborate with investment bankers to attract new corporate clients.O*NET Task ID 21583 | 0.5 |
Conduct financial analyses related to investments in green construction or green retrofitting projects.O*NET Task ID 21584 | 0.5 |
Confer with clients to restructure debt, refinance debt, or raise new debt.O*NET Task ID 21585 | 0.5 |
Create client presentations of plan details.O*NET Task ID 21586 | 0.5 |
Determine the prices at which securities should be syndicated and offered to the public.O*NET Task ID 21587 | 0.5 |
Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.O*NET Task ID 21589 | 0.5 |
Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.O*NET Task ID 21590 | 0.5 |
Evaluate and compare the relative quality of various securities in a given industry.O*NET Task ID 21591 | 0.5 |
Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.O*NET Task ID 21592 | 0.5 |
Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.O*NET Task ID 21593 | 0.5 |
Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.O*NET Task ID 21594 | 0.5 |
Monitor developments in the fields of industrial technology, business, finance, and economic theory.O*NET Task ID 21595 | 0.5 |
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.O*NET Task ID 21596 | 0.5 |
Perform securities valuation or pricing.O*NET Task ID 21597 | 0.5 |
Prepare all materials for transactions or execution of deals.O*NET Task ID 21598 | 0.5 |
Prepare plans of action for investment, using financial analyses.O*NET Task ID 21599 | 0.5 |
Present oral or written reports on general economic trends, individual corporations, and entire industries.O*NET Task ID 21600 | 0.5 |
Purchase investments for companies in accordance with company policy.O*NET Task ID 21601 | 0.5 |
Recommend investments and investment timing to companies, investment firm staff, or the public.O*NET Task ID 21602 | 0.5 |
Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.O*NET Task ID 21603 | 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 (26)
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 |
|---|---|
| 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. | — |
| Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts. | — |
| Collaborate with investment bankers to attract new corporate clients. | — |
| Conduct financial analyses related to investments in green construction or green retrofitting projects. | — |
| Confer with clients to restructure debt, refinance debt, or raise new debt. | — |
| Create client presentations of plan details. | — |
| Determine the prices at which securities should be syndicated and offered to the public. | — |
| Develop and maintain client relationships. | — |
| Draw charts and graphs, using computer spreadsheets, to illustrate technical reports. | — |
| Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions. | — |
| Evaluate and compare the relative quality of various securities in a given industry. | — |
| Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages. | — |
| Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions. | — |
| Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs. | — |
| Monitor developments in the fields of industrial technology, business, finance, and economic theory. | — |
| 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. | — |
| Perform securities valuation or pricing. | — |
| Prepare all materials for transactions or execution of deals. | — |
| Prepare plans of action for investment, using financial analyses. | — |
| Present oral or written reports on general economic trends, individual corporations, and entire industries. | — |
| Purchase investments for companies in accordance with company policy. | — |
| Recommend investments and investment timing to companies, investment firm staff, or the public. | — |
| Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies. | — |
| Supervise, train, or mentor junior team members. | — |
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
Robot environment tiers (E0–E3)
E0 noneDetails
Rated not doable by robots that have been deployed, sold or demonstrated, even in a purpose-built setting
E1 purpose-built robot settingsDetails
Rated doable in a setting built around the machine, such as a fenced machine cell or a bottling line
E2 structured facilitiesDetails
Rated doable in a human work facility that an institution keeps to a working standard, such as a hospital pharmacy or a container port
E3 unstructured settingsDetails
Rated doable in a setting that no institution keeps to a working standard, such as a private home or a construction site
Only tasks classified as physical are listed; other tasks have no tier in the source.
| Task (O*NET 29.3) | Robot environment tier |
|---|---|
| Assess companies as investments for clients by examining company facilities. | E0 none |
Occupation information
Employment outlook (BLS)
- Employment, 2025
- 377K
- Projected employment, 2035
- 404K
- Change (2025–35)
- +7.2%
- Median annual wage, 2025
- $102,740
- 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 | Same scope | confirmed |
| 28152 | 기업 인수 및 합병 전문가 | Overlapping, not the same | confirmed |
| 28232 | 금융 상품 개발자 | Overlapping, not the same | confirmed |
| 28293 | 투자신탁 전문가 | Overlapping, not the same | confirmed |
| 28291 | 투자 인수 심사원 | 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 2412Financial and Investment Advisers
- ISCO-08 2413Financial Analysts
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.
- 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.
- financial analystESCO 2413.1This occupation is broader
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.
- investment analystESCO 2413.1.3This occupation is broader
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.
- securities analystESCO 2413.1.5This occupation is broader
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.
- corporate investment bankerESCO 2412.5.1Overlapping, not the same
Corporate investment bankers offer strategic advice on financial services to companies and other institutions. They ensure that legal regulations are being followed by their clients in their efforts of raising any capital. They provide technical expertise and information on mergers and acquisitions, bonds and shares, privatisations and reorganisation, raising capital and security underwriting, including equity and debt markets.
- investment adviserESCO 2412.5Overlapping, not the same
Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients. They advise on investing pension or free funds in securities such as stocks, bonds, mutual funds and exchange-traded funds to customers. Investment advisers serve individuals, households, families and owners of small companies.
- investment managerESCO 2412.5.3Overlapping, not the same
Investment managers administer the portfolio of investments that a company has. They perform close follow up of the investments looking for the most profitable solutions represented in financial products or securities. They analyse behaviour in financial markets, interests rates, and the companies' position in order to advise on risks and profitability for the client.
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 | Same scopeprovisional |
| M1221 | Responsable financement de projet | Related, not a match |
| C1303 | Responsable de portefeuille financier | Related, not a matchprovisional |
| M1219 | Conseiller / Conseillère en fusion et acquisition | 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 | Same scope |
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 narrowerprovisional |
| 72124 | Anlageberater/innen und sonstige Finanzdienstleistungsberufe - hoch komplexe Tätigkeiten | Related, not a matchprovisional |
| 72233 | Berufe im Controlling - komplexe Spezialistentätigkeiten | Related, not a matchprovisional |
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)
Recent Changes Related to This Occupation
Summaries and relation labels are AI Changing Work's own; check any figures against the linked source.
Directly related Brookings 2024 highlights finance as high-exposure AND low-bargaining-power: union representation in the finance sector is around 1%. Financial analysts face productivity tool-driven task change with minimal institutional counterweight.
[Source: Brookings 2024 — Generative AI, the American worker]
Sources, licenses and AI Changing Work's modification and translation notices for this page: Credits & sources