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

露出のある作業のみ

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

O*NET-SOC 2010 の職業 13-2051.00 Financial Analysts; 13-2099.03 Investment Underwriters の作業です。当サイトが O*NET-SOC 2010→2019 公式クロスウォークによりこの職業に結び付けました

Task (O*NET 20.1)Claude.aiRaw / share %
Present oral or written reports on general economic trends, individual corporations, and entire industries.

13-2051.00

0.068414.2
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

0.064413.4
Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.

13-2099.03

0.061912.9
Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.

13-2051.00

0.059412.4
Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.

13-2051.00

0.054611.4
Structure or negotiate deals, such as corporate mergers, sales, or acquisitions.

13-2099.03

0.04429.2
Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.

13-2099.03

0.03056.3
Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.

13-2051.00

0.01713.5
Coordinate due diligence processes and the negotiation or execution of purchase or sale agreements.

13-2099.03

0.01683.5
Create client presentations of plan details.

13-2099.03

0.01242.6
Evaluate and compare the relative quality of various securities in a given industry.

13-2051.00

0.00891.8
Develop and maintain client relationships.

13-2099.03

0.00891.8
Recommend investments and investment timing to companies, investment firm staff, or the public.

13-2051.00

0.00601.2
Prepare plans of action for investment, using financial analyses.

13-2051.00

0.00571.2
Perform securities valuation or pricing.

13-2099.03

0.00511.1
Arrange financing of deals from sources such as financial institutions, agencies, or public or private companies.

13-2099.03

0.00501.0
Monitor developments in the fields of industrial technology, business, finance, and economic theory.

13-2051.00

0.00471.0
Prepare all materials for transactions or execution of deals.

13-2099.03

0.00440.9
Determine the prices at which securities should be syndicated and offered to the public.

13-2051.00

0.00270.6
Not observed on any surface — 18 task(s) — These tasks have no row in the source for this release. The 0 in the share row is a display-stage composition ratio; absence is what the — in the raw row states.
Contact brokers and purchase investments for companies, according to company policy.
—0
Collaborate with investment bankers to attract new corporate clients to securities firms.
—0
Conduct financial analyses related to investments in green construction or green retrofitting projects.
—0
Determine the financial viability of alternative energy generation or fuel production systems, based on power source or feedstock quality, financing costs, potential revenue, and total project costs.
—0
Evaluate financial viability and potential environmental benefits of cleantech innovations to secure capital investments from sources such as venture capital firms and government green fund grants.
—0
Forecast or analyze financial costs associated with climate change or other environmental factors, such as clean water supply and demand.
—0
Identify potential financial investments that are environmentally sound, considering issues such as carbon emissions and biodiversity.
—0
Research and recommend environmentally-related financial products, such as energy futures, water rights, carbon credits, government environmental funds, and cleantech industry funds and company stocks.
—0
Structure marketing campaigns to find buyers for new securities.
—0
Supervise, train, or mentor junior team members.
—0
Assess companies as investments for clients by examining company facilities.
—0
Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
—0
Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
—0
Confer with clients to restructure debt, refinance debt, or raise new debt.
—0
Advise clients on aspects of capitalization, such as amounts, sources, or timing.
—0
Direct communications between corporate issuers of new securities and the general public.
—0
Arrange deals involving green investments in areas such as alternative energy product development, green technologies, or sustainable agriculture.
—0
Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
—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.—

職業情報

雇用見通し（BLS）

雇用者数、2025
377K
雇用者数見通し、2035
404K
変化率 (2025–35)
+7.2%
年間賃金の中央値、2025
$102,740
入職時に通常必要な学歴
Bachelor's degree
最低 $30,890BLS EP 2025–35 の詳細職業825件の賃金中央値の範囲最高 $559,030

出典: U.S. Bureau of Labor Statistics, Employment Projections 2025–35 — Employment by detailed occupation, 2025 and projected 2035

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

関係と状態の定義(kr-direct v1.1)

ILO（国際労働機関）の職業説明

以下のISCO-08職業群は、AI Changing Workが米国労働統計局（BLS）の発行するクロスウォーク（2018 SOC→2010 SOC、2010 SOC→ISCO-08）を個別の選択なしにそのまま適用して、この職業に結び付けたものです。結び付きは全体的な対応の場合も部分的な対応の場合もあります。

  • ISCO-08 2412Financial and Investment Advisers

    財務・投資顧問

  • ISCO-08 2413Financial Analysts

    金融アナリスト

出典: 総務省「国際標準職業分類（ISCO）2008年改定版（仮訳）分類項目名一覧（和英対照）」— 原著：ILO ISCO-08 © International Labour Organization（日本語訳は総務省がILOの許可を得て作成）

原文を見る

Sources: ILO ISCO-08 — details: Credits

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
M1201Analyste financier / Analyste financière範囲が同じ暫定
M1221Responsable financement de projet関連（対応ではない）
C1303Responsable de portefeuille financier関連（対応ではない）暫定
M1219Conseiller / 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
2613Analistas 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
72144Finanzanalysten/-analystinnen - hoch komplexe Tätigkeitenこの職業のほうが狭い暫定
72124Anlageberater/innen und sonstige Finanzdienstleistungsberufe - hoch komplexe Tätigkeiten関連（対応ではない）暫定
72233Berufe 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 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