Investment Analysts
Overall Exposure
2025 vs 2023
Theoretical Exposure
78What AI could do
Observed Exposure
38What AI actually does
Automation Risk Score
51Displacement risk
3-Year Outlook (2025 โ 2028)
Projected changes in AI automation metrics over the next 3 years based on estimated data.
Overall Exposure
2025 โ 2028 (estimated)
Theoretical Exposure
2025 โ 2028 (estimated)
Observed Exposure
2025 โ 2028 (estimated)
Automation Risk
2025 โ 2028 (estimated)
Exposure Metrics (2023 - 2028)
Detailed Metrics Table
| Year | Overall | Theoretical | Observed | Risk | Data Type |
|---|---|---|---|---|---|
| 2023 | 50 | 62 | 28 | 40 | actual |
| 2024 | 57 | 70 | 33 | 45 | actual |
| 2025 | 65 | 78 | 38 | 51 | actual |
| 2026 | 70 | 84 | 41 | 55 | estimated |
| 2027 | 74 | 88 | 44 | 58 | estimated |
| 2028 | 77 | 92 | 46 | 61 | estimated |
Task Breakdown
About This Occupation
Investment analysts research economic trends, study company financials, and analyze securities to help organizations and individuals make investment decisions. They assess the performance of stocks, bonds, and other types of investments, and write reports with recommendations. The Bureau of Labor Statistics projects 9% employment growth for financial analysts and related roles from 2024 to 2034. As of 2024, the median annual wage for investment analysts was approximately $99,000.
Frequently Asked Questions
With an automation risk score of 51%, Investment Analysts faces a moderate level of AI-driven change. Some tasks can be automated, but many require human judgment, creativity, or interpersonal skills that AI cannot yet replicate. The role is more likely to evolve alongside AI than be replaced.
The AI automation risk score for Investment Analysts is 51% (2025 data). Overall AI exposure is 65%, with 78% theoretical exposure and 38% observed exposure. The risk trend from 2023 to 2025 is +11 points.
The tasks with the highest automation potential for Investment Analysts are: Build financial models and projections (80%), Conduct market and industry research (74%), Analyze portfolio performance (68%). These rates reflect how much of each task current AI systems can handle, based on research data from Anthropic and academic sources.
The BLS projects +9% employment change for Investment Analysts from 2024 to 2034. Combined with an overall AI exposure of 65%, this occupation is experiencing both traditional labor market shifts and AI-driven transformation. Workers should monitor both employment trends and AI capability growth.
Since AI primarily augments capabilities in this role, professionals in Investment Analysts should embrace AI as a productivity multiplier. Focus on learning to use AI tools effectively, developing higher-order analytical and creative skills, and positioning yourself as someone who can leverage AI to deliver greater value.