Will AI replace Financial and Investment Analysts?
AI can do 89% of the work Financial and Investment Analysts do at least twice as fast. People already use it for 11 of their 26 tasks, while 11 more are ready but barely used so far. 4 still need a person.
AI is already doing this11 · 63% of time
People already use AI for these tasks in real work, based on Anthropic's analysis of how Claude is used.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.Mostly automated12% of time
- Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.Mostly automated8% of time
- 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.Mostly automated7% of time
- Evaluate and compare the relative quality of various securities in a given industry.Mostly automated6% of time
- Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.Mostly automated6% of time
- Present oral or written reports on general economic trends, individual corporations, and entire industries.Mostly automated6% of time
- Create client presentations of plan details.Mostly automated4% of time
- Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.Mostly automated4% of time
- Recommend investments and investment timing to companies, investment firm staff, or the public.Mostly automated4% of time
- Prepare all materials for transactions or execution of deals.Mostly automated3% of time
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.Mostly automated2% of time
AI could do this next11 · 26% of time
AI can speed these up by at least half, but real use has not caught up yet. These are next in line.
- Perform securities valuation or pricing.7% of time
- Monitor developments in the fields of industrial technology, business, finance, and economic theory.4% of time
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.3% of time
- Advise clients on aspects of capitalization, such as amounts, sources, or timing.2% of time
- Prepare plans of action for investment, using financial analyses.2% of time
- Assess companies as investments for clients by examining company facilities.1% of time
- Collaborate with investment bankers to attract new corporate clients.1% of time
- Conduct financial analyses related to investments in green construction or green retrofitting projects.1% of time
- Confer with clients to restructure debt, refinance debt, or raise new debt.1% of time
- Determine the prices at which securities should be syndicated and offered to the public.1% of time
- Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.1% of time
Still needs a person4 · 11% of time
No real AI use, no proven AI speedup and no robot that can do it yet. This is the part of the job to build on.
- Develop and maintain client relationships.4% of time
- Supervise, train, or mentor junior team members.3% of time
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.2% of time
- Purchase investments for companies in accordance with company policy.1% of time
Your week is not the average
Describe what you actually do and get a personal report: your own tasks, what AI can already do, what stays yours and a 90 day plan.
What this means
AI can already do almost all of this work at least twice as fast. People in this job already use it heavily. Expect the role to shift toward deciding what to do, checking AI's work and owning the result.
What to do next
- Do the 11 tasks AI is already handling with AI yourself. Your peers already are, and it is quickly becoming the baseline.
- Get ahead on the 11 tasks AI could do next. These move as tools improve, so learning them early pays off.
- Build on the 4 tasks that stay human. This is where your judgment, skill and relationships matter most.
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