Subsector, 525
Funds, Trusts, and Other Financial Vehicles
33,650 people work in this industry in the US, at mean pay of $117,460 a year (BLS, May 2025). What follows is how much of their working time the best AI models could finish, when, and in which jobs and tasks. Estimates.
of the paid hours. Now is projected from METR's April 2026 measurement and Epoch's November 2026 index.
a year: 35 million hours at what they cost. Not a forecast of savings.
- 71%
- 23%
- 6%
of the paid hours are within reach now in tasks people already bring to Claude. Another 36% is within reach in tasks not yet seen there.
Across the US: 30% within reach now and 36% by the end of 2028, on the long-run pace at four in five. Now is projected from METR's April 2026 measurement and Epoch's November 2026 index.
Share of the paid hours within reach, now to 2030
Change assumptionsHide assumptionsLong-run pace, four in five
What each choice means: , , , , . Every pace starts from .
What handing the work over would take
For the 31,191 people in jobs so far, 93% of the industry's people; the others are in the totals above and join this split as the review reaches their jobs. Shares of their working time within reach now, at the pace and reliability chosen above. Estimates. Now is projected from METR's April 2026 measurement and Epoch's November 2026 index.
about 25 million hours a year. The material can be handed to a model and the result handed back.
about 9.2 million hours a year. The model has to be connected to the system the work lives in.
about 11 million hours a year. Short enough by length. This site leaves conversation with people, so it is not in the totals.
What their work is made of
- 55%
- 16%
- 19%
- 5%
- 6%
Each task's time split among five kinds of doing, judged one task at a time; only documents and systems can count as within reach.
What changes for the people
For the 31,191 people in jobs reviewed task by task so far, by the end of 2028 on the long-run pace at four in five: the shares of their working time, from each job page's own map, weighted by how many people here do that job. It says which parts of the work change, never whether anyone keeps a job. Estimates.
Conversation, in-person and hands-on work.
Desk work within reach in tasks where a mistake costs something or a licensed person signs.
Desk work within reach that is small if wrong, with lighter checks.
What most people here would learn first
How many of them have each skill among the first two things to learn on their job's page. Every state, and the US
- Reviewing work you did not do yourself27,231 (87%)
- Briefing a model and checking its drafts21,156 (68%)
- Running AI inside the business systems5,650 (18%)
- The hands-on craft2,480 (8%)
- Signing off under your license1,930 (6%)
- Judgment where errors are severe1,735 (6%)
- The conversations1,650 (5%)
- Handling protected records220 (1%)
- Dealing with people outside the organization200 (1%)
How far this has come
With GPT-4, measured in March 2023, 0% of this industry's paid hours were within reach at . With Claude 3.7 Sonnet, measured in February 2025, 1%. With Claude Mythos Preview (early), measured in April 2026, 24%. Today's estimate: 53%.
A backcast: today's task data with the best model METR had measured by each date. It shows how fast the models have moved, not what anyone forecast at the time.
Robots and the physical work
Anthropic rates 8% of the working time of the people in this industry as physical work. For 5% of the working time, a robot has been shown doing most of the task somewhere: 4% in a purpose-built cell, 1% in a structured facility. 0.07 of 3.
- Not physical 92%
- No robot shown 2%
- In a purpose-built cell 4%
- In a structured facility 1%
Anthropic's rating, not this site's estimate: Claude Opus 5, searching the web, rated each physical O*NET task by the kind of setting in which a robot it could cite (deployed, sold or demonstrated) does most of the task, weighted by its own estimate of each task's share of the time (What work can robots do?, September 30, 2026, data CC BY 4.0; every job ranked). A robot shown somewhere is not a robot in your building: cost, setup and safety decide that. The share within reach on this page still counts no body work. Weighted by the people in each occupation; each job's page names the robot behind each rated task.
Where the hours are
Jobs by hours within reach now. Now is projected from METR's April 2026 measurement and Epoch's November 2026 index. The 40 largest jobs hold 89% of the people.
| People | Pay here | |||
|---|---|---|---|---|
| Financial and Investment Analysts | 2,640 | 53% | 2.9 million | $114K |
| General and Operations Managers | 2,870 | 45% | 2.7 million | $159K |
| Personal Financial Advisors | 1,600 | 71% | 2.4 million | $102K |
| Accountants and Auditors | 2,300 | 45% | 2.2 million | $95K |
| Bookkeeping, Accounting, and Auditing Clerks | 1,150 | 88% | 2.1 million | $55K |
| Financial Managers | 1,850 | 52% | 2 million | $204K |
| Office Clerks, General | 1,460 | 56% | 1.7 million | $56K |
| Customer Service Representatives | 1,240 | 64% | 1.7 million | $53K |
| Compensation, Benefits, and Job Analysis Specialists | 1,810 | 43% | 1.6 million | $80K |
| Securities, Commodities, and Financial Services Sales Agents | 980 | 69% | 1.4 million | $94K |
| Secretaries and Administrative Assistants, Except Legal, Medical, and Executive | 890 | 59% | 1.1 million | $48K |
| Executive Secretaries and Executive Administrative Assistants | 720 | 64% | 961,465 | $99K |
People: BLS counts for this industry, May 2025. Pay here: the median paid for the job in this industry, else its mean, else the national median. 52 smaller jobs (3,500 people) count in every total but are not listed. Task data covers 94% of the industry's people; the rest are in BLS "all other" groups with no task list, or in counts BLS does not publish.
The tasks with the most hours within reach by the end of 2028
Across the whole industry, on the chosen pace and reliability.
- Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.Financial Managers746,475 hours100% of the task within reach
- Develop and administer compensation programs, such as merit or incentive pay.Compensation, Benefits, and Job Analysis Specialists741,517 hours100% of the task within reach
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.Personal Financial Advisors633,651 hours100% of the task within reach
- Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.Accountants and Auditors628,665 hours100% of the task within reach
- Develop or analyze information to assess the current or future financial status of firms.Financial Managers598,076 hours100% of the task within reach
- Prepare all materials for transactions or execution of deals.Financial and Investment Analysts585,826 hours100% of the task within reach
- Research employee benefit and health and safety practices, and recommend changes or modifications to existing policies.Compensation, Benefits, and Job Analysis Specialists579,541 hours100% of the task within reach
- Prepare financial or regulatory reports required by laws, regulations, or boards of directors.Financial Managers510,457 hours100% of the task within reach
- Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.Accountants and Auditors502,170 hours80% of the task within reach
- Manage client portfolios, keeping client plans up-to-date.Personal Financial Advisors478,798 hours100% of the task within reach
Scan a typical company in this industry
The industry's largest jobs, in the proportions BLS counts across the whole industry, at the pay it pays, run through the company scan. A starting point before you have a roster, or a benchmark for the one you have. Or choose the whole industry: every occupation BLS publishes for it with task data, at its nationwide headcount, the sector report ($249 for the full report, or included in Pro).
Inside this industry
Within reach now and by the end of 2028, long-run pace, four in five. Now is projected from METR's April 2026 measurement and Epoch's November 2026 index.
How it is built: BLS counts the people in each job in this industry; each job's tasks and their lengths give its share within reach at a date; the industry's share is those shares weighted by people. Value is pay times 1.43 for benefits and payroll costs. Seen in Claude use splits today's share by whether Anthropic saw people bring each task to Claude in 2025; other AI tools are not counted. How it works
Questions about this industry
- How much of the work in Funds, Trusts, and Other Financial Vehicles is within reach of AI now?
- An estimated 53% of the paid hours in Funds, Trusts, and Other Financial Vehicles are within reach of AI models now and 70% by the end of 2028, on METR's long-run pace at four in five (67% to 71% across the three paces the site shows). Within reach means a model could finish work that long at that reliability. It is not a forecast of jobs lost or of savings.
- Which jobs in Funds, Trusts, and Other Financial Vehicles carry the most hours within reach?
- By hours within reach now (projected from METR's April 2026 measurement and Epoch's November 2026 index): Financial and Investment Analysts (2,640 people, 53% of their time, about 2.9 million hours a year); General and Operations Managers (2,870 people, 45% of their time, about 2.7 million hours a year); and Personal Financial Advisors (1,600 people, 71% of their time, about 2.4 million hours a year).
- Which tasks in Funds, Trusts, and Other Financial Vehicles carry the most hours within reach by the end of 2028?
- Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions (Financial Managers, about 746,475 hours a year); Develop and administer compensation programs, such as merit or incentive pay (Compensation, Benefits, and Job Analysis Specialists, about 741,517 hours a year); and Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives (Personal Financial Advisors, about 633,651 hours a year).
- What would people working in Funds, Trusts, and Other Financial Vehicles learn first?
- Among the 31,191 people in jobs reviewed task by task, the skills most often among the first two things to learn on their job's page are reviewing work you did not do yourself (27,231 people); briefing a model and checking its drafts (21,156 people); and running AI inside the business systems (5,650 people). By the end of 2028 on the long-run pace at four in five, about 29% of their working time stays with people, 61% becomes checking a model's work and 9% can be handed over with lighter checks. It says which parts of the work change, never whether anyone keeps a job.
- How is this estimated?
- BLS counts the people in each occupation in Funds, Trusts, and Other Financial Vehicles (May 2025); each occupation's share of working time within reach comes from its O*NET tasks, each with an estimated length checked against GDPval, and METR's measurements of how long a task the best AI models can finish, carried forward to the date from the latest, Claude Mythos Preview (early) in April 2026. The industry's share is those shares weighted by people. Task data covers 94% of its people, and 93% are in occupations reviewed task by task. Data checked November 10, 2026.
Embed these figures on your site
A small card with the share of working time within reach now and at the end of 2027, 2028 and 2030, the date and a link back. Free under CC BY 4.0; the card carries the credit.