Financial and Investment Analysts
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
361,980 people do this job in the US. $102,740 a year.
of the working time. Estimate.
- 83%
- 13%
- 4%
Measured, from Anthropic's usage data (2025). Counts help on part of a task.
On the chosen pace and reliability. Estimate.
Share of the working time within reach, now to 2030
What each choice means: , , , , . Every pace starts from .
At this date and pace, models finish tasks up to 4.4 h long four times in five.
How far this has come
With GPT-4, measured in March 2023, 0% of this job's working time was within reach at . With Claude 3.7 Sonnet, measured in February 2025, 0%. With Claude Mythos Preview (early), measured in April 2026, 7%. Today's estimate: 11%.
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.
The tasks
Sorted by . 26 tasks from .
| Task | Kind | |||
|---|---|---|---|---|
| Prepare all materials for transactions or execution of deals. AI observed on this task. | 11% | 1.7 work days3.3 h to 4.2 work days | 2%Half by Feb 2028 | |
| Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies. AI observed on this task. | 8% | 1.3 work days3.3 h to 3.1 work days | 3%Half by Oct 2027 | |
| Conduct financial analyses related to investments in green construction or green retrofitting projects. | 8% | 1.3 work days3.3 h to 3.1 work days | 3%Half by Oct 2027 | |
| Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions. AI observed on this task. | 7% | 1 work day2.5 h to 4.2 work days | 5%Half by Dec 2027 | |
| Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages. | 7% | 1 work day2.5 h to 2.6 work days | 6%Half by Sep 2027 | |
| Determine the prices at which securities should be syndicated and offered to the public. | 5% | 6.7 h1.7 h to 2.1 work days | 9%Half by Aug 2027 | |
| Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions. AI observed on this task. | 5% | 6.7 h2.5 h to 3.1 work days | 9%Half by Aug 2027 | |
| Prepare plans of action for investment, using financial analyses. | 5% | 6.7 h2.5 h to 2.5 work days | 9%Half by Jul 2027 | |
| Assess companies as investments for clients by examining company facilities. | 4% | 5 h2.5 h to 1.7 work days | Stays with people | |
| Confer with clients to restructure debt, refinance debt, or raise new debt. | 4% | 5 h1.7 h to 1.6 work days | Stays with people | |
| Create client presentations of plan details. AI observed on this task. | 4% | 5 h1.7 h to 1.6 work days | 17%Half by Apr 2027 | |
| Evaluate and compare the relative quality of various securities in a given industry. AI observed on this task. | 4% | 5 h1.7 h to 1.6 work days | 17%Half by Apr 2027 |
Within reach, per task: the share of the task's time whose instances are short enough for a model to finish at the chosen date, pace and reliability. Half by: the date half of that time comes within reach.
Jobs that share skills with this one
From O*NET's related occupations. Within reach now and by the end of 2028, long-run pace, four in five.
- Personal Financial Advisors66% now, 90% by 2028
- Securities, Commodities, and Financial Services Sales Agents59% now, 87% by 2028
- Investment Fund Managers13% now, 85% by 2028
- Financial Risk Specialists9% now, 90% by 2028
- Financial Quantitative Analysts4% now, 63% by 2028
- Credit Analysts47% now, 99% by 2028
Where this job works
The industry groups that employ the most of it (BLS, May 2025).
- Securities, Commodity Contracts, and Other Financial Investments and Related Activities89,390 people
- Management of Companies and Enterprises44,850 people
- Credit Intermediation and Related Activities (5221 and 5223 only)34,660 people
- Management, Scientific, and Technical Consulting Services23,080 people
- Insurance Carriers13,170 people
Where the most of these jobs are
The metro areas with the most people in it (BLS, May 2025).