JOB REPORT / 13-2051 · 26 TASKS

Financial and Investment Analysts.

Can AI do the work of Financial Analysts?

AI now does the modeling and the first-draft analysis. The judgment call and the client relationship are becoming the job.

YOUR EXPERIENCE MATTERS

How does this fit your work?

How many tasks do you use AI to assist with at work?

Drag the dot. There’s no wrong answer; it starts at our estimate.

Starting pointOur estimate

The mark shows what’s typical for this job.

The parts of your job AI can already do most of:

Monitor developments in the fields of industrial technology, business…
Perform securities valuation or pricing
Conduct financial analyses related to investments in green construction…

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A guided certificate program in AI-assisted Financial and Investment Analysts work. It covers the 26 AI-affected parts of your job and ends in a capstone a person reviews.

WHAT WE LOOKED AT

Your job, task by task.

26 of 26 tasks reviewed

We went through all 26 core tasks in this job, one at a time.

Task by task, from the work Financial Analysts actually do. How we describe AI use in each task is our own read of it, not a measurement of whether AI can replace the job.

TASK 01
Advise clients on aspects of capitalization, such as amounts, sources, or timing.
AI DOES
Lays out the options
YOU DO
Make the recommendation
TASK 02
Confer with clients to restructure debt, refinance debt, or raise new debt.
AI DOES
Runs the refinancing math
YOU DO
Negotiate the deal
TASK 03
Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
AI DOES
Preps materials and notes
YOU DO
Build the relationships
TASK 04SOURCE-BACKED TASK
Create client presentations of plan details.
AI DOES
Drafts the deck and the charts
YOU DO
Frame the story
About this analysis
38% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 05SOURCE-BACKED TASK
Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
AI DOES
Crunches the numbers and models scenarios
YOU DO
Decide what the numbers mean
About this analysis
31% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 06
Assess companies as investments for clients by examining company facilities.
AI DOES
Summarizes filings and data
YOU DO
Judge the real risk
TASK 07
Monitor developments in the fields of industrial technology, business, finance, and economic theory.
AI DOES
Scans news feeds, research reports, and market data to surface key developments and trends
YOU DO
Judge which signals are truly relevant and translate them into actionable insight for your clients
TASK 08
Perform securities valuation or pricing.
AI DOES
Runs discounted cash flow models, pulls comparable company data, and flags valuation outliers automatically
YOU DO
Apply judgment about business quality, management, and market conditions that numbers alone can't capture
TASK 09
Conduct financial analyses related to investments in green construction or green retrofitting projects.
AI DOES
Pulls energy savings data, builds DCF models, and drafts green investment summaries
YOU DO
Apply judgment about project risk, regulatory shifts, and client strategy
TASK 10
Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
AI DOES
Screens ESG ratings, pulls green fund data, flags inconsistencies, and summarizes sustainability reports
YOU DO
Judge which green claims are real, weigh trade-offs, and advise clients with context and trust
TASK 11
Determine the prices at which securities should be syndicated and offered to the public.
AI DOES
Runs valuation models, pulls comparable deal data, and flags pricing ranges from historical transactions
YOU DO
Read the room on investor demand and make the final call on price
TASK 12
Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
AI DOES
Pulls market data, runs financial models, and flags relevant trends
YOU DO
Apply judgment about client goals, risk tolerance, and deal nuances that numbers alone can't capture
TASK 13
Purchase investments for companies in accordance with company policy.
AI DOES
Screens investment options, checks policy compliance, and flags risks in real time
YOU DO
Own the final buy decision and fiduciary responsibility
TASK 14
Collaborate with investment bankers to attract new corporate clients.
AI DOES
Researches target companies, drafts pitch decks, and summarizes market data
YOU DO
Build real relationships and read the room in client meetings
TASK 15
Develop and maintain client relationships.
AI DOES
Drafts personalized follow-up emails, summarizes client history, and flags clients who may need outreach
YOU DO
Show genuine care and read the room in every client conversation
TASK 16SOURCE-BACKED TASK
Prepare all materials for transactions or execution of deals.
AI DOES
Drafts contracts and gathers standard documents
YOU DO
Structure the deal and negotiate terms
About this analysis
47% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 17SOURCE-BACKED TASK
Prepare plans of action for investment, using financial analyses.
AI DOES
Generates portfolio models and risk scenarios
YOU DO
Choose the right strategy for each client
About this analysis
47% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 18
Supervise, train, or mentor junior team members.
AI DOES
Drafts training materials, suggests feedback scripts, and tracks learning progress
YOU DO
Build real trust and read how each person grows
TASK 19SOURCE-BACKED TASK
Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
AI DOES
Runs calculations and generates model outputs quickly
YOU DO
Choose the right model and interpret results
About this analysis
45% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 20SOURCE-BACKED TASK
Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
AI DOES
Generates charts from data with suggested formats
YOU DO
Choose the right story to tell
About this analysis
41% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 21SOURCE-BACKED TASK
Recommend investments and investment timing to companies, investment firm staff, or the public.
AI DOES
Analyzes market data and suggests portfolio allocations
YOU DO
Judge client needs and market timing
About this analysis
38% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 22SOURCE-BACKED TASK
Evaluate and compare the relative quality of various securities in a given industry.
AI DOES
Screens data and ranks securities by metrics
YOU DO
Judge which factors really drive value
About this analysis
32% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 23SOURCE-BACKED TASK
Present oral or written reports on general economic trends, individual corporations, and entire industries.
AI DOES
Gathers data and creates report drafts
YOU DO
Shape the story and key insights
About this analysis
27% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 24SOURCE-BACKED TASK
Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
AI DOES
Processes data and generates forecasting models
YOU DO
Interpret context and make the call
About this analysis
25% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 25SOURCE-BACKED TASK
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.
AI DOES
Scans publications and summarizes key developments
YOU DO
Connect the dots and spot what matters
About this analysis
25% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 26SOURCE-BACKED TASK
Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
AI DOES
Processes data and generates trend analyses
YOU DO
Judge which insights matter for decisions
About this analysis
17% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium

START LEARNING AI

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Use your judgment.

There are 26 short lessons for this job, about 15 minutes each. Each one starts from a task above and teaches the part that stays with you.

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AT A GLANCE

Occupation: Financial and Investment Analysts
SOC code: 13-2051
Tasks reviewed: 26 of 26

How we assess

PAY & OUTLOOK

Compare pay by state

Median pay (national): $102,740 · BLS OEWS 2025
Median pay (Colorado): $103,850 · BLS OEWS 2025
Employed (national): 361,980
Employed in Colorado: 8,040
Job outlook: +5.7% by 2034 · ~25,100 openings/yr

Wages from the U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics. National figures cover the United States. Job outlook is national.

How does this fit your work?

Earn a certificate in your job

Your job, task by task.

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

Confer with clients to restructure debt, refinance debt, or raise new debt.

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

Create client presentations of plan details.

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

Assess companies as investments for clients by examining company facilities.

Monitor developments in the fields of industrial technology, business, finance, and economic theory.

Perform securities valuation or pricing.

Conduct financial analyses related to investments in green construction or green retrofitting projects.

Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.

Determine the prices at which securities should be syndicated and offered to the public.

Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.

Purchase investments for companies in accordance with company policy.

Collaborate with investment bankers to attract new corporate clients.

Develop and maintain client relationships.

Prepare all materials for transactions or execution of deals.

Prepare plans of action for investment, using financial analyses.

Supervise, train, or mentor junior team members.

Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.

Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.

Recommend investments and investment timing to companies, investment firm staff, or the public.

Evaluate and compare the relative quality of various securities in a given industry.

Present oral or written reports on general economic trends, individual corporations, and entire industries.

Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.

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.

Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.

Practice AI.Use your judgment.

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Practice AI.
Use your judgment.