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Will AI replace Financial and Investment Analysts?

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses. The percentage shown is a task-exposure model, not a prediction of certain job loss.

O*NET 30.3 · 13-2051.00 · modeled exposure, not guaranteed job loss
MODERATE TASK EXPOSURE
62%
Estimated share of representative tasks exposed to current AI capabilities.
Task automation shareⓘ
62%Automatable
Automatable62%
Augmentable19%
Hard to automate19%
Based on analysis of representative responsibilities and current AI capability maturity.
Category#
Finance & Legal
Back office / Ops
Modeled pay midpoint$
$61,700/yr
Directional estimate — verify locally
Time until impact⌁
2–4 years
Earliest 2027 · widespread 2029–2031
Task-level replaceability ⓘ
Representative tasks ranked from highest to lowest AI exposure.
◇Organize role-specific information and routine work72%
⚙Prepare standard outputs and records66%
✦Licensed accountability and complex judgment13%
✦Interpreting unusual, high-stakes cases9%
Impact timeline ⓘ
How AI assistance may move from early support to wider adoption.
2027Next2029–2031
Early impactAI begins supporting organize role-specific information and routine work.
Role reshapingRepeatable tasks become faster and more automated.
Wider adoptionThe role centers more on licensed accountability and complex judgment.
2–4 yearsdirectional confidence window
HOW AI CHANGES THIS JOBtyping the logic in plain English
01>Start with the real work done by Financial and Investment Analysts.
02>AI can help with: Organize role-specific information and routine work.
03>If a task is repetitive and easy to check, AI pressure goes up.
04>But a person is still needed for: Licensed accountability and complex judgment.
05>Likely result: AI is more likely to change this job than remove it.
06>Important: 62% is estimated task exposure—not a 62% chance of losing the job.
What AI can do
Organize role-specific information and routine workMEDIUM-HIGH
Prepare standard outputs and recordsMEDIUM-HIGH
How estimates work →
Your human moat
◆

Licensed accountability and complex judgment

MEDIUM-HIGH

Combined with interpreting unusual, high-stakes cases, this keeps a human in the loop.

Strength7.4
Similar-role comparison
RoleRisk
Financial and Investment Analysts62%
Credit Analysts62%
Loan Officer63%
Budget Analysts61%
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Why this score?

✓The model evaluates 2 representative core tasks.
✓The role mixes repeatable work with human judgment.
✓Occupation and task language comes from O*NET 30.3.
✓The strongest human advantage is licensed accountability and complex judgment.
Research basis

O*NET 30.3 occupation tasks plus the ILO 2025 exposure framework. Scores are directional estimates.

Read ILO research →
Data: O*NET 30.3 · Model framework: ILO 2025About O*NETShare report
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