Financial and Investment Analysts

Business and Financial Operations Occupations

O*NET-SOC コード: 13-2051.00

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

データ出典: BLS公表時点: 2026-08
非常に高い· 相対
低い4段階の相対区分非常に高い
職業群単位の値
尺度・母数・出典
4段階の相対区分（低い / 中程度 / 高い / 非常に高い）
BLS雇用見通し表の詳細職業831件が母数。値は NEM(全国雇用マトリクス)コード単位で付与されるため、同じ NEM コードの職業は同じバンドになります
出典データセット（XLSX ファイルのダウンロード）
データ出典: Anthropic公表時点: 2026-03
0.572
0.000ここに掲載された値の範囲0.745
尺度・母数・出典
観測エクスポージャー指数、公開されたまま0–1
O*NETタスクへの対応づけが基準
SOC 2018の職業単位で公表された値で、同じSOC 2018コードを持つO*NET職業はすべてこの値になります
出典データセット（CSV ファイルのダウンロード）
データ出典: ILO公表時点: 2025
0.57–0.62· ISCO-08職業グループ2件
尺度・母数・出典
生成AI露出度指数、公開されたまま0–1
ISCO-08の細分類（4桁）単位で公表された値です。米国労働統計局（BLS）の公式対応表（ISCO-08→2010 SOC、2010 SOC→2018 SOC）を公表どおり適用してこの職業に結び付けており、対応は全部または一部です
出典データセット（PDF ファイルのダウンロード）

この出典がどのような性格の値か

BLSの区分は絶対水準ではなく相対順位であり、一次測定でもありません。複数の既存研究が付けた職業別パーセンタイル順位を4段階にまとめた値です。雇用や賃金の予測でもなく、導入確率でもなく、自動化と増強を区別しません。

結び付けたISCO-08グループごとのILO値

ISCO-08 2412Financial and Investment Advisers0.57
ISCO-08 2413Financial Analysts0.62

Task-level exposure

非表示の作業 16 件を表示

評価済みタスク 26 件 · β ≥ 0.5 のタスク 24 件（92.3%）

β = 直接的な露出（E1）+ 0.5 × ツール利用時の露出（E2）。原典リポジトリの定義に従います。

原典の単位：O*NET 27.2 のタスク → O*NET 31.0 の職業コード
評価済みタスクはすべて O*NET 31.0 のタスク一覧にあります。

出典: OpenAI "GPTs are GPTs" exposure rubric
版: gh-main-0471612
ライセンス: 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
他 14 件の作業を表示 ▾折りたたむ ▴

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

O*NET 31.0 のタスク全件（26件）

この職業の O*NET 31.0 のタスク全件（英語原文、種別はコア・補足）。露出値はこの一覧には載せず、上の表で各出典が用いた O*NET 版の文言の横にあります。

タスク（O*NET 31.0）	種類
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.	—

Anthropic「What work can robots do?」2026-09

0.00/ 3· ロボット露出指数

0 不可3 非定型の環境

尺度・母数・出典

身体的なタスクそれぞれに、実際に導入・販売・実演されたロボットがこなせる環境に応じて 0–3 の等級を付け（0 不可 · 1 フェンスで囲われた機械セルや瓶詰めラインのようなロボット専用設備 · 2 病院の薬剤部やコンテナ港のような管理された施設 · 3 一般家庭や建設現場のような非定型の環境）、勤務時間に占める割合で平均した値

この職業の O*NET 29.3 タスクのうち身体的なタスクが対象

等級と時間の割合は Anthropic が Claude Opus 5（ウェブ検索）で推定しました（2026年時点）。

出典データセット

ロボット露出指数は、このサイトの AI 露出度とは別の指標であり、足し合わせたり比べたりすることはできません。実際の導入やコスト競争力を示すものではなく、0 には身体的なタスクのない職業も含まれます。

身体的なタスクごとの等級

ロボット環境等級（E0–E3）

E0 ロボット不可詳細
実際に導入・販売・実演されたロボットでは、ロボット専用設備でもこなせないと評価
E1 ロボット専用設備詳細
フェンスで囲われた機械セルや瓶詰めラインのように、機械を中心に作られた設備でこなせると評価
E2 管理された施設詳細
病院の薬剤部やコンテナ港のように、機関が作業基準を保っている人の作業施設でこなせると評価
E3 非定型の環境詳細
一般家庭や建設現場のように、作業基準を保つ機関がない環境でこなせると評価

身体的なタスクに分類されたタスクのみを掲載しています。その他のタスクには出典で等級がないため載せていません。

タスク（O*NET 29.3）	ロボット環境等級
Assess companies as investments for clients by examining company facilities.	E0 ロボット不可

韓国職業分類との対応（KSCO）

AI Changing Work が作成した Korea Occupation Direct Crosswalk v1.1 現行版の対応です。関係の値は O*NET-SOC 職業の側から読みます。

KSCO コード	KSCO 名称	関係	状態
28211	투자 및 증권 분석가	範囲が同じ	確定
28152	기업 인수 및 합병 전문가	重なるが同じではない	確定
28232	금융 상품 개발자	重なるが同じではない	確定
28293	투자신탁 전문가	重なるが同じではない	確定
28291	투자 인수 심사원	関連（対応ではない）	確定

関係と状態の定義(kr-direct v1.1)

ESCO 職業語彙

以下の各項目は、公開されているESCO-O*NET Crosswalk（バージョン1、2022年）で、この職業と一つずつ対応付けられたものです。対応の種類はそのクロスウォークによるもので、表現はAI Changing Workによるものです。

business valuerESCO 2412.1この職業のほうが広い
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 2413.1この職業のほうが広い
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 2413.1.3この職業のほうが広い
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 2413.1.5この職業のほうが広い
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 2412.5.1重なるが同じではない
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 2412.5重なるが同じではない
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 2412.5.3重なるが同じではない
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.

出典: European Commission, DG EMPL — ESCO API 2026-08-08 (bridge v1.2.1)

ライセンス: CC BY 4.0 (EU Reuse Notice)

原文を見る

ESCO reuse terms and the modification notice are in Credits.

フランス職業分類との対応（ROME）

この職業と ROME 4.0 の職業票（fiche）との対応で、AI Changing Work が AI モデルを用いて判定したものです。関係はこの職業の側から読みます。「暫定」と表示した対応は、同じモデル系列（Claude）の二人の判定者による判定のみ、またはその判定に運営者の規則を適用して採用したものであり、確定した対応より根拠が弱くなります。

ROME コード	ROME 名称（フランス語）	関係
M1201	Analyste financier / Analyste financière	範囲が同じ暫定
M1221	Responsable financement de projet	関連（対応ではない）
C1303	Responsable de portefeuille financier	関連（対応ではない）暫定
M1219	Conseiller / Conseillère en fusion et acquisition	関連（対応ではない）暫定

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)

スペイン職業分類との対応（CNO-11）

この職業と CNO-11 の職業との対応で、AI Changing Work が AI モデルを用いて判定したものです。関係はこの職業の側から読みます。

CNO-11 コード	CNO-11 名称（スペイン語）	関係
2613	Analistas financieros	範囲が同じ

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)

ドイツ職業分類との対応（KldB）

この職業と KldB の職業との対応で、AI Changing Work が AI モデルを用いて判定したものです。関係はこの職業の側から読みます。

KldB コード	KldB 名称（ドイツ語）	関係
72144	Finanzanalysten/-analystinnen - hoch komplexe Tätigkeiten	この職業のほうが狭い暫定
72124	Anlageberater/innen und sonstige Finanzdienstleistungsberufe - hoch komplexe Tätigkeiten	関連（対応ではない）暫定
72233	Berufe im Controlling - komplexe Spezialistentätigkeiten	関連（対応ではない）暫定

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)

日本職業分類との対応（JSCO）

この職業と JSCO の職業との対応で、AI Changing Work が AI モデルを用いて判定したものです。関係はこの職業の側から読みます。

JSCO コード	JSCO 名称（日本語）	関係
184	金融・保険専門職業従事者	この職業のほうが狭い暫定

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)

この職業に関わる最近の変化

要約と関連の表示は AI Changing Work が作成・判断したものです。数値はリンク先の出典で確認してください。

直接関連2024年10月: 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.
[出典: Brookings 2024 — Generative AI, the American worker]

このページのデータの出典・ライセンスと AI Changing Work による改変・翻訳の告知：クレジットと出典