Financial and Investment Analysts

Business and Financial Operations Occupations
O*NET-SOC 代码
13-2051.00

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

  • 数据来源: BLS发布时间: 2026-08

    很高· 相对

    低四级相对区间很高

    职业群单位数值

    尺度 · 母数 · 来源

    四级相对类别（低 / 中等 / 高 / 很高）

    以BLS就业预测表中831个细分职业为基数。取值按 NEM（全国就业矩阵）代码给定，因此共用同一 NEM 代码的职业得到相同分档

    来源数据集（XLSX 文件下载）

  • 数据来源: Anthropic发布时间: 2026-03

    0.572

    0.000此处所载数值的范围0.745
    尺度 · 母数 · 来源

    观测暴露度指数，按发布原值0–1

    以O*NET任务映射为基准

    按 SOC 2018 职业发布的数值；具有相同 SOC 2018 代码的所有 O*NET 职业均显示此值

    来源数据集（CSV 文件下载）

  • 数据来源: ILO发布时间: 2025

    0.57–0.62· ISCO-08 职业组 2 个

    尺度 · 母数 · 来源

    生成式AI暴露度指数，按发布原值0–1

    按 ISCO-08 细类（4 位）发布的数值。按原样应用美国劳工统计局（BLS）的官方对照表（ISCO-08→2010 SOC、2010 SOC→2018 SOC）关联到本职业，对应关系为全部或部分对应

    来源数据集（PDF 文件下载）

该来源发布的是什么性质的数值

BLS的类别是相对排位而非绝对水平，也不是一手测量：它把多项已发表研究给出的职业百分位排名归并为四个等级。它不是就业或工资预测，不是采用概率，也不区分自动化与增强。

各关联 ISCO-08 职业组的 ILO 数值
  • ISCO-08 2412Financial and Investment Advisers0.57
  • ISCO-08 2413Financial Analysts0.62

Task-level exposure

仅显示有暴露的工作

已评分任务 26 项 · β ≥ 0.5 的任务 24 项（92.3%）

β = 直接暴露（E1）+ 0.5 × 借助工具时的暴露（E2），依据原始代码库的定义。

  • 原始单位：O*NET 27.2 任务 → O*NET 31.0 职业代码
  • 所有已评分任务均在 O*NET 31.0 任务列表中。
来源
OpenAI "GPTs are GPTs" exposure rubric
版本
gh-main-0471612
许可
MIT License, Copyright (c) 2024 OpenAI

以下为 O*NET-SOC 2010 职业 13-2051.00 Financial Analysts; 13-2099.03 Investment Underwriters 的工作任务，由本站依据 O*NET-SOC 2010→2019 官方对照表关联到此职业

Task (O*NET 20.1)Claude.aiRaw / share %APIRaw / share %
Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.

13-2051.00

0.051525.30.072431.5
Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.

13-2051.00

0.027013.20.047120.5
Recommend investments and investment timing to companies, investment firm staff, or the public.

13-2051.00

0.021610.60.02209.6
Structure or negotiate deals, such as corporate mergers, sales, or acquisitions.

13-2099.03

0.01648.00.01145.0
Create client presentations of plan details.

13-2099.03

0.01306.40.00482.1
Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.

13-2099.03

0.01195.80.00492.1
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

0.01185.80.01325.8
Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.

13-2051.00

0.01055.10.00411.8
Present oral or written reports on general economic trends, individual corporations, and entire industries.

13-2051.00

0.00844.10.00743.2
Evaluate and compare the relative quality of various securities in a given industry.

13-2051.00

0.00743.60.00723.1
Coordinate due diligence processes and the negotiation or execution of purchase or sale agreements.

13-2099.03

0.00713.50.00984.3
Prepare all materials for transactions or execution of deals.

13-2099.03

0.00532.60.00281.2
Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.

13-2099.03

0.00492.40.00612.7
Prepare plans of action for investment, using financial analyses.

13-2051.00

0.00211.0—0
Assess companies as investments for clients by examining company facilities.

13-2099.03

0.00201.00.00291.2
Perform securities valuation or pricing.

13-2099.03

0.00180.90.00170.7
Arrange financing of deals from sources such as financial institutions, agencies, or public or private companies.

13-2099.03

0.00170.80.00261.2
Develop and maintain client relationships.
—00.00944.1
Not observed on any surface — 19 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.
Monitor developments in the fields of industrial technology, business, finance, and economic theory.
—0—0
Determine the prices at which securities should be syndicated and offered to the public.
—0—0
Contact brokers and purchase investments for companies, according to company policy.
—0—0
Collaborate with investment bankers to attract new corporate clients to securities firms.
—0—0
Conduct financial analyses related to investments in green construction or green retrofitting projects.
—0—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—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—0
Forecast or analyze financial costs associated with climate change or other environmental factors, such as clean water supply and demand.
—0—0
Identify potential financial investments that are environmentally sound, considering issues such as carbon emissions and biodiversity.
—0—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—0
Structure marketing campaigns to find buyers for new securities.
—0—0
Supervise, train, or mentor junior team members.
—0—0
Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
—0—0
Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
—0—0
Confer with clients to restructure debt, refinance debt, or raise new debt.
—0—0
Advise clients on aspects of capitalization, such as amounts, sources, or timing.
—0—0
Direct communications between corporate issuers of new securities and the general public.
—0—0
Arrange deals involving green investments in areas such as alternative energy product development, green technologies, or sustainable agriculture.
—0—0
Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
—0—0

Data sources & licenses — O*NET®, Anthropic Economic Index, Eloundou et al. (2023): see full notices on the Credits page

O*NET 31.0 全部任务（26 项）

本职业在 O*NET 31.0 中的全部任务（英文原文；任务类型为核心或补充）。暴露值不列在此清单中，而在上方表格里，位于各来源所用 O*NET 版本的任务表述旁。

任务（O*NET 31.0）类型
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.—

职业信息

就业展望（BLS）

就业人数，2025
377K
预计就业人数，2035
404K
变化 (2025–35)
+7.2%
年薪中位数，2025
$102,740
入职通常所需学历
Bachelor's degree
最低 $30,890BLS EP 2025–35 中 825 个细分职业的工资中位数范围最高 $559,030

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

韩国职业分类关联（KSCO）

来自 AI Changing Work 制作的 Korea Occupation Direct Crosswalk v1.1 当前版本的关联。关系值从 O*NET-SOC 职业一侧解读。

KSCO 代码KSCO 名称关系状态
28211투자 및 증권 분석가范围相同已确认
28152기업 인수 및 합병 전문가有重叠，但不相同已确认
28232금융 상품 개발자有重叠，但不相同已确认
28293투자신탁 전문가有重叠，但不相同已确认
28291투자 인수 심사원相关，但不对应已确认

关系与状态的定义(kr-direct v1.1)

国际劳工组织（ILO）职业说明

以下 ISCO-08 职业组由 AI Changing Work 原样套用美国劳工统计局（BLS）发布的对照表（2018 SOC→2010 SOC、2010 SOC→ISCO-08）、不逐案取舍，与本职业相关联；每项关联可能是完全对应，也可能是部分对应。

  • ISCO-08 2412Financial and Investment Advisers

    金融和投资顾问

  • ISCO-08 2413Financial Analysts

    财务分析师

自行翻译

自行翻译 · 非 ISCO 官方词汇 — 未经国际劳工组织审核。

Sources: ILO ISCO-08 — details: Credits

ESCO 职业词汇

以下每一项都是在已公开的ESCO-O*NET Crosswalk（第 1 版，2022 年）中与本职业逐项对应的。对应类型出自该对照表；表述出自 AI Changing Work。

  • business valuerESCO 2412.1本职业范围更宽

    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本职业范围更宽

    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本职业范围更宽

    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本职业范围更宽

    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有重叠，但不相同

    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有重叠，但不相同

    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有重叠，但不相同

    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.

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

许可: CC BY 4.0 (EU Reuse Notice)

查看原文

ESCO reuse terms and the modification notice are in Credits.

法国职业分类关联（ROME）

本职业与 ROME 4.0 职业条目（fiche）之间的关联，由 AI Changing Work 借助 AI 模型判定。关系从本职业一侧解读。标为「暂定」的关联仅凭同一模型系列（Claude）两位判定者的判定采纳，或对其判定适用运营方规则后采纳，因此其依据弱于已确认的关联。

ROME 代码ROME 名称（法语）关系
M1201Analyste financier / Analyste financière范围相同暂定
M1221Responsable financement de projet相关，但不对应
C1303Responsable de portefeuille financier相关，但不对应暂定
M1219Conseiller / Conseillère en fusion et acquisition相关，但不对应暂定

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)

西班牙职业分类关联（CNO-11）

本职业与 CNO-11 职业之间的关联，由 AI Changing Work 借助 AI 模型判定。关系从本职业一侧解读。

CNO-11 代码CNO-11 名称（西班牙语）关系
2613Analistas financieros范围相同

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)

德国职业分类关联（KldB）

本职业与 KldB 职业之间的关联，由 AI Changing Work 借助 AI 模型判定。关系从本职业一侧解读。

KldB 代码KldB 名称（德语）关系
72144Finanzanalysten/-analystinnen - hoch komplexe Tätigkeiten本职业范围更窄暂定
72124Anlageberater/innen und sonstige Finanzdienstleistungsberufe - hoch komplexe Tätigkeiten相关，但不对应暂定
72233Berufe im Controlling - komplexe Spezialistentätigkeiten相关，但不对应暂定

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)

日本职业分类关联（JSCO）

本职业与 JSCO 职业之间的关联，由 AI Changing Work 借助 AI 模型判定。关系从本职业一侧解读。

JSCO 代码JSCO 名称（日语）关系
184金融・保険専門職業従事者本职业范围更窄暂定

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)

与本职业相关的近期变化

摘要和关联标注由 AI Changing Work 撰写和判断；数字请以所链接的来源为准。

  • 直接相关 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.

    [来源: Brookings 2024 — Generative AI, the American worker]

本页数据的来源与许可，以及 AI Changing Work 的修改与翻译说明：致谢与来源