39
/100

SOC 13-2051

Financial and Investment Analysts

ModerateFrey/Osborne: 23.0%

Risk Score

โš ๏ธ

39/100

Moderate

US Employment

๐Ÿ‘ฅ

340,580

Total workers

Median Wage

๐Ÿ’ฐ

$101K

$62K โ€“ $181K

Projected Growth

๐Ÿ“ˆ

+5.7%

2023-2033 (BLS)

GenAI Exposure

๐Ÿค–

81/100

High exposure

How we calculate these numbers โ†’

๐Ÿ’ก Financial and Investment Analysts face a risk score of 39/100 โ€” 5 points below the national average of 44. With 81/100 GenAI exposure, this occupation faces significant pressure from AI tools despite strong projected growth. See our methodology โ†’

๐Ÿ’ก Workers in this field earn $101K ($55K above the national median). The 3 recommended career transitions all maintain competitive wages while reducing automation exposure. Explore transition paths โ†’

๐Ÿ” AI Impact Analysis

With a risk score of 39/100, Financial and Investment Analysts faces moderate automation pressure. While tasks like automated data interpretation and insight generation are increasingly handled by AI, the role retains significant human elements. The 340,580 workers in this occupation should focus on strengthening skills in crisis financial decision-making under uncertainty and stakeholder management in complex organizational settings to stay ahead. The role will likely evolve rather than disappear.

Will AI Replace Financial and Investment Analysts?

Read our full analysis with verdict, risk factors, safe tasks, and career transition paths โ†’

โš ๏ธ Top Risk Factors

1

Automated data interpretation and insight generation

2

AI summarization replacing manual report compilation

3

Robotic process automation for accounting workflows

๐Ÿ›ก๏ธ Tasks Safe from Automation

โœ“

Crisis financial decision-making under uncertainty

โœ“

Stakeholder management in complex organizational settings

โœ“

Navigating regulatory ambiguity and compliance judgment

โœ“

Strategic advisory requiring deep client relationship knowledge

๐Ÿ“Š Task Automation Breakdown

Based on O*NET task analysis and GenAI exposure scoring. Shows the estimated proportion of this occupation's core tasks that are automatable by current AI, augmented by AI tools, or require essential human skills.

๐Ÿ“‹ O*NET Task Profile

โ€ข

Advise clients on aspects of capitalization, such as amounts, sources, or timing.

โ€ข

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

โ€ข

Assess companies as investments for clients by examining company facilities.

โ€ข

Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.

โ€ข

Collaborate with investment bankers to attract new corporate clients.

๐Ÿ’ป Technology Skills

โ€ข

Accounting software

โ€ข

Human resources software

โ€ข

Financial analysis software

โ€ข

Business intelligence and data analysis software

โ€ข

Analytical or scientific software

๐Ÿ“Š vs National Average

Median Wage$101K
+$55K

National avg: $46K

Risk Score39/100
-5

National avg: 44/100

GenAI Exposure81/100
+43

National avg: 38/100

Projected Growth5.7%
+2.0%

National avg: 3.7%

๐Ÿ”„ Career Transition Paths

OccupationRiskWageOverlap
Advertising, Marketing, Promotions, Public Relations, and Sales Managers16$145K51%
Lawyers, Judges, and Related Workers17$144K69%
Architectural and Engineering Managers23$168K57%