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AI exposure Business and financial operations

Will AI replace financial and investment analysts?

Financial and Investment Analysts. US occupation 13-2051.

57.2%

of the time financial and investment analysts spend on their work goes on tasks where AI is already being used to do that work.of financial and investment analysts' working hours go on tasks AI has already started taking off their plate.

Ranked 9 of 756 US occupations. More exposed than 98% of them.Further along than 98% of them.

Average US job 7.7%

One of the most exposed jobs in the country.Front of the queue for an AI assistant.

What AI already does for financial and investment analystsWhat financial and investment analysts no longer do alone

O*NET lists 26 tasks for financial and investment analysts. AI use at work shows up in 11 of them. Each score runs from 0.5, where every observed use helps a person with the task, to 1, where every use does the task outright.

  1. Evaluate and compare the relative quality of various securities in a given industry. mostly automated 1.00
  2. Recommend investments and investment timing to companies, investment firm staff, or the public. mostly automated 1.00
  3. 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 automated 0.97
  4. Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs. mostly automated 0.96
  5. Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions. mostly automated 0.96
  6. Present oral or written reports on general economic trends, individual corporations, and entire industries. mostly automated 0.91
  7. Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies. mostly automated 0.90
  8. Draw charts and graphs, using computer spreadsheets, to illustrate technical reports. mostly automated 0.86
Show the other 3
  1. Prepare all materials for transactions or execution of deals. mostly automated 0.86
  2. Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions. mostly automated 0.86
  3. Create client presentations of plan details. automated and assisted 0.79

What it does not touch, yetWhat still needs a human

15 of the 26 tasks show no AI use at work in the data.

  • Advise clients on aspects of capitalization, such as amounts, sources, or timing.
  • 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.
Show the other 9
  • Determine the prices at which securities should be syndicated and offered to the public.
  • Develop and maintain client relationships.
  • Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
  • Monitor developments in the fields of industrial technology, business, finance, and economic theory.
  • Perform securities valuation or pricing.
  • Prepare plans of action for investment, using financial analyses.
  • Purchase investments for companies in accordance with company policy.
  • 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.

How that compares

Among the 29 business and financial operations occupations, financial and investment analysts rank 2. The group averages 17.7%, and its most exposed job is Market Research Analysts and Marketing Specialists at 64.8%. The average US occupation sits at 7.7%.

All 756 occupations, ranked

Just above in the ranking

  1. 6Medical Transcriptionists 63.7%
  2. 7Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products 62.8%
  3. 8Database Architects 57.9%

Just below

  1. 10Software Quality Assurance Analysts and Testers 52.0%
  2. 11Statistical Assistants 51.0%
  3. 12Information Security Analysts 48.6%

What this does and does not mean

Exposure is observed use, not a forecast. Anthropic maps work conversations with Claude onto the tasks O*NET lists for each job and asks, of the tasks AI could speed up, which are actually being used for at work. A use that does the task outright counts in full and a use that assists a person counts half. The task scores are averaged into the occupation figure by the share of time spent on each task.

A high figure means AI is already part of how this work gets done. It does not mean anyone has been replaced. Anthropic's own reading of the labour market finds no systematic rise in unemployment among exposed workers so far, and about 14% fewer 22 to 25 year olds starting exposed jobs.No measurable rise in unemployment among exposed workers so far, and about 14% fewer 22 to 25 year olds starting these jobs. Gap years for everyone. Labor market impacts, 5 March 2026.

Task list and titles from O*NET 31.0 by the US Department of Labor, Employment and Training Administration, used under the CC BY 4.0 licence. Scores from the Anthropic Economic Index (CC BY). Checked 1 November 2026. How the ranking works.