Financial and Investment Analysts
Also called: financial, analyst, investment, credit products officer, equity research analyst
Do you do this at work?
Answer each card — it takes about a minute.
Do you do this at work?
Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs
Swipe right for yes, left for not me. On a keyboard: → yes, ← not me, Z undo. +2 XP per answer.
How AI is changing financial and investment analysts work
0 of 0 main tasks for this job show up in real AI-use data, so we rate it Green (little AI use so far) — 0% when main tasks are weighted. This shows where people already use AI, not whether the job will disappear. How we measure this.
Tasks in this job and recorded AI use
- Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs — a lot of recorded AI use
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies — a lot of recorded AI use
- Present oral or written reports on general economic trends, individual corporations, and entire industries — a lot of recorded AI use
- Draw charts and graphs, using computer spreadsheets, to illustrate technical reports — some recorded AI use
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions — some recorded AI use
- 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 — some recorded AI use
- Recommend investments and investment timing to companies, investment firm staff, or the public — some recorded AI use
- Prepare plans of action for investment, using financial analyses — some recorded AI use
- Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions — some recorded AI use
- Create client presentations of plan details — some recorded AI use
- Evaluate and compare the relative quality of various securities in a given industry — some recorded AI use
- Prepare all materials for transactions or execution of deals — some recorded AI use
- Perform securities valuation or pricing — some recorded AI use
- Advise clients on aspects of capitalization — no recorded AI use
- Assess companies as investments for clients by examining company facilities — no recorded AI use
- Collaborate on projects with other professionals — no recorded AI use
- Collaborate with investment bankers to attract new corporate clients — no recorded AI use
- Conduct financial analyses related to investments in green construction or green retrofitting projects — no recorded AI use
- Talk with clients to restructure debt, refinance debt, or raise new debt — no recorded AI use
- Determine the prices at which securities should be syndicated and offered to the public — no recorded AI use
- Develop and maintain client relationships — no recorded AI use
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages — no recorded AI use
- Monitor developments in the fields of industrial technology, business, finance, and economic theory — no recorded AI use
- Purchase investments for companies following company policy — no recorded AI use
- Specialize in green financial instruments — no recorded AI use
- Supervise, train, or mentor junior team members — no recorded AI use
Tasks: O*NET 31.0. AI use: Anthropic Economic Index (exact or close text match).
Your first steps (guidance)
- Week 1: Open a free AI assistant and say hello. Follow our “Getting started with AI” guide. Ask it one simple question about your work.
- Week 2: Use AI on one task you do often. Try the prompt for: “Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs”. Try the prompt for: “Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies”.
- Weeks 3–4: Make it a habit. Use AI 3 times a week for 15 minutes. Always check facts, numbers and names yourself.
Tick your own tasks above to get a plan based on what you really do. New to AI? Read our beginner’s guide.
Questions about AI and financial and investment analysts
Will AI replace financial and investment analysts?
Our data can’t predict job losses, and we don’t try to. What it does show: 0 of the 0 main tasks for this job match tasks people already use AI for (Anthropic Economic Index), giving a Green rating (little AI use so far). Using AI on a task is not the same as AI doing the whole job, and 13 of the 26 listed tasks show no recorded AI use yet.
Which financial tasks is AI used for most?
In the data, the most AI use among this job’s tasks is for: interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs; analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies; present oral or written reports on general economic trends, individual corporations, and entire industries.
Which financial tasks show little or no AI use?
For example: advise clients on aspects of capitalization; assess companies as investments for clients by examining company facilities; collaborate on projects with other professionals. These are good places to keep building your own skills.
How does this job compare to others?
In Microsoft Research’s “Working with AI” study, this job’s AI applicability score is equal to or higher than 85% of the occupations they scored. That measures overlap with AI chat use, not risk of job loss.
How can a financial start learning AI?
Start small: open a free AI assistant, try it on one task you do often, and always check facts and numbers yourself. The plan on this page is guidance, not professional advice.