Financial and Investment Analysts
In short: today's best AI models could do about 53% of this job's working time (projected from METR's April 2026 measurement and Epoch's November 2026 index) if the work were set up for them, and about 84% by the end of 2028 if progress keeps its long-run pace. The conversations, in-person and hands-on work, about 16% of the time, stays with people.
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.
Reviewed on September 30, 2026: what each task is made of, and what handing it over would ask.
A typical 40-hour week
- AI could take on1 h
- A person checks AI's work21 h
- Desk work AI can't do yet12 h
- Stays with people6 h
Financial and Investment Analysts, now: of a 40-hour week, AI could take on 1 hours, 21 hours become checking its work, 12 hours are desk work it can't do yet, and 6 hours stay with people.
The largest pieces: Analyze distressed companies (about 2 h, a person checks); Analyze green building investments (about 2 h, a person checks); Prepare investment plans (about 1 h, a person checks).
Estimates for a typical week of this job, if progress keeps its long-run pace, counting work the best models finish four times in five. Every task is below.
of the working time. Now is projected from METR's April 2026 measurement and Epoch's November 2026 index.
- 81%
- 3%
- 13%
- 2%
- 1%
of the work: Anthropic's measure of what people already bring to Claude at work (2025). It counts help with part of a task, so it can be higher than the share within reach.
On the chosen pace and reliability. Estimate.
Share of the working time within reach, now to 2030
Change assumptionsHide assumptionsLong-run pace, four in five
What each choice means: , , , , . Every pace starts from .
At this date and pace, models finish tasks up to 2.4 work days long four times in five.
What handing it over would take, now
The 53% within reach splits by what a model would need. The dates, pace and reliability follow the controls above. Estimates.
of the working time. The material can be handed to a model and the result handed back.
of the working time. The model has to be connected to the system the work lives in.
is conversation short enough by length. This site leaves conversation with people, so it is not in the total.
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: 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.
Measured use over time
Of the Claude.ai conversations Anthropic sampled and tied to a work task, 0.22% went to this job's tasks in May 2026, the 92nd largest of the 447 jobs that showed up at all; 10 of its 26 tasks showed up. Within each of Anthropic's methods, never across a change: 0.35% to 0.27% (released February and March 2025); 0.16% to 0.28% (August 2025 to February 2026); 0.21% to 0.22% (April to May 2026).
Each release
| Conversations | Share | Rank | Tasks seen |
|---|---|---|---|
| Released February 2025 | 0.35% | 60 of 708 | 16 of 26 |
| Released March 2025 | 0.27% | 70 of 703 | 13 of 26 |
| The week of Aug 4, 2025 (released September 2025) | 0.16% | 111 of 655 | 14 of 26 |
| The week of Nov 13, 2025 (released January 2026) | 0.17% | 99 of 672 | 13 of 26 |
| The week of Feb 5, 2026 (released March 2026) | 0.28% | 73 of 677 | 14 of 26 |
| April 2026 (released June 2026) | 0.21% | 98 of 434 | 9 of 26 |
| May 2026 (released June 2026) | 0.22% | 92 of 447 | 10 of 26 |
Measured, not estimated: Anthropic's samples of Claude.ai conversations, each tied by a model to an O*NET task, from the Anthropic Economic Index. It says where Claude's use goes, not how much of this job's working time it covers, so it is not on the same scale as the reach above. The releases differ in their sample, their classifier and the smallest share they report (the June 2026 file rounds each task to a hundredth of a percent, so a smaller task reads as none), which is why a change of method starts a new line. At least 96% of each older release's task-tied use matched this site's tasks, and all of the newest. Claude.ai only, so use through other tools and other companies' models is not in it. Every job ranked.
Robots and the physical work
Anthropic rates 1% of this job's working time as physical work. For 0% of the working time, a robot has been shown doing most of the task somewhere. 0.00 of 3.
- Not physical 99%
- No robot shown 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. The robot behind each rated task is under the task below.
What changes for the people in this job
From the task-by-task review, by the end of 2028 on the long-run pace at four in five. It says which parts of the work stay with people and which change, not whether anyone keeps a job: that depends on decisions no data set can see.
What stays with people
15% of the working time: the conversation, in-person and hands-on parts of the tasks.
- Advise clients on debt, the conversation, 3%
- Visit companies to assess them, the in-person work, 2%
- Pitch corporate clients with bankers, the conversation, 2%
- Price securities offerings, the conversation, 2%
- Assess clients' capital needs, the conversation, 1%
- Advise clients on capitalization, the conversation, 1%
What becomes checking the machine
81% of the working time: desk work a model could do by then, in tasks where a mistake costs something or a licensed person signs. A person checks it. Another 2% is desk work that is small if wrong, which can be handed over with lighter checks.
- Prepare deal materials, severe if wrong, 11%
- Analyze distressed companies, severe if wrong, 8%
- Analyze green building investments, costly if wrong, 8%
- Model transactions and solutions, costly if wrong, 7%
- Prepare investment plans, severe if wrong, 5%
- Assess clients' capital needs, severe if wrong, 5%
What to learn
- Reviewing work you did not do yourself. The tasks under What becomes checking the machine, where a mistake costs something, stay a person's to check or sign: spotting what a draft gets wrong is a skill of its own.
- Briefing a model and checking its drafts. About 81% of the time is documents and data, the part models reach first: writing a clear brief, giving the right material, and checking what comes back.
- Judgment where errors are severe. Some tasks are severe if wrong. Knowing when not to trust an output matters more there than speed.
- Dealing with people outside the organization. Customers, patients, suppliers or the public: trust with them is built by a person.
- The conversations. About 15% of the time is conversation and in-person work, which this site leaves with people: listening, explaining, persuading, calming.
Your own version of this job: read it against your job description. The headline is free; the full personal report, every task with its timeline and what to learn, is $19 (a sample).
The tasks
Sorted by . 26 tasks from .
| Task | ||||
|---|---|---|---|---|
| Prepare all materials for transactions or execution of deals.Assembling the documents and filings for the transaction. AI observed on this task. | 11% | 1.7 work days3.3 h to 4.2 work days | Documents 80%, systems 20% | 31%Half by Mar 2027 |
| Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.Analysis and written recommendations. AI observed on this task. | 8% | 1.3 work days3.3 h to 3.1 work days | Documents 100% | 52%Half by now |
| Conduct financial analyses related to investments in green construction or green retrofitting projects.Analysis at the desk. | 8% | 1.3 work days3.3 h to 3.1 work days | Documents 100% | 52%Half by now |
| Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.Financial modeling at the desk. AI observed on this task. | 7% | 1 work day2.5 h to 4.2 work days | Documents 100% | 43%Half by Dec 2026 |
| Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.Analysis of the client's needs and the market, with some conversation. | 7% | 1 work day2.5 h to 2.6 work days | Documents 80%, conversation 20% | 46%Desk part half by now |
| Determine the prices at which securities should be syndicated and offered to the public.Pricing the offer from the book and the market, with the syndicate on the phone. | 5% | 6.7 h1.7 h to 2.1 work days | Documents 70%, conversation 30% | 43%Desk part half by now |
| Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.Analysis and forecasting at the desk. AI observed on this task. | 5% | 6.7 h2.5 h to 3.1 work days | Documents 100% | 61%Half by now |
| Prepare plans of action for investment, using financial analyses.Writing the plan from the analysis. | 5% | 6.7 h2.5 h to 2.5 work days | Documents 100% | 69%Half by now |
| Assess companies as investments for clients by examining company facilities.Plant visits and management meetings, with the write-up.Robots: no robot shown. Anthropic's rating. | 4% | 5 h2.5 h to 1.7 work days | Documents 40%, in person 30%, hands-on 30% | 37%Desk part half by now |
| Confer with clients to restructure debt, refinance debt, or raise new debt.Conversations with the client, with the numbers worked. | 4% | 5 h1.7 h to 1.6 work days | Conversation 70%, documents 30% | 25%Desk part half by now |
| Create client presentations of plan details.Slides and documents at the desk. AI observed on this task. | 4% | 5 h1.7 h to 1.6 work days | Documents 100% | 83%Half by now |
| Evaluate and compare the relative quality of various securities in a given industry.Analysis at the desk. AI observed on this task. | 4% | 5 h1.7 h to 1.6 work days | Documents 100% | 83%Half by now |
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. Made of: how the task's time splits among five kinds of doing. Only the documents and systems parts can count as within reach, so a task that is 30% documents can be at most 30% 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 Advisors71% now, 73% by 2028
- Securities, Commodities, and Financial Services Sales Agents69% now, 73% by 2028
- Investment Fund Managers54% now, 89% by 2028
- Financial Risk Specialists46% now, 92% by 2028
- Financial Quantitative Analysts25% now, 90% by 2028
- Credit Analysts95% 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).
Questions about this job
- How much of the work of Financial and Investment Analysts is within reach of AI now?
- An estimated 53% of the working time is within reach of AI models now and 84% by the end of 2028, on METR's long-run pace at four in five (81% to 84% 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 tasks of Financial and Investment Analysts come within reach first?
- Weighted by the time each takes, the tasks with the most within reach now (projected from METR's April 2026 measurement and Epoch's November 2026 index) are: Analyze distressed companies (52% of the task's time now, 100% by the end of 2028); Analyze green building investments (52% of the task's time now, 100% by the end of 2028); and Prepare investment plans (69% of the task's time now, 100% by the end of 2028).
- Which tasks of Financial and Investment Analysts stay with people?
- Tasks that are people work or body work are not counted as within reach at any date. The largest: Build client relationships. Together such tasks are about 1% of the working time, and the people and body parts of the other tasks stay with people too.
- What should Financial and Investment Analysts learn as AI takes on more of the work?
- By the job's own task-by-task review, the first things to learn are reviewing work you did not do yourself; briefing a model and checking its drafts; and judgment where errors are severe. By the end of 2028 on the long-run pace at four in five, about 15% of the working time stays with people, 81% becomes checking a model's work and 2% could be handed over with lighter checks. It says which parts of the work change, never whether anyone keeps a job.
- Do people already use AI for the work of Financial and Investment Analysts?
- In the Claude.ai conversations Anthropic sampled for May 2026 and tied to a work task, 0.22% went to this job's tasks, the 92nd largest share of the 447 jobs that showed up; 10 of its 26 tasks appeared. Anthropic's labor market measure puts the share of the job's tasks seen in real Claude use at work at 57%. These are measures of use, not of how much of the work AI could finish, and they cover Claude only.
- Can robots do the physical work of Financial and Investment Analysts?
- Anthropic's robot exposure rating (September 2026) finds 1% of the working time is physical work, and that a robot has been shown doing most of the task, somewhere, for 0% of the working time. Its index is 0.00 of 3. A robot shown somewhere is not one in every workplace; this site's own estimates still count no physical work as within reach.
- How is this estimated?
- From the 26 tasks O*NET lists for the occupation, each with an estimated length checked against GDPval and a share of the working time, reviewed one task at a time on September 30, 2026 for what each is made of (documents, business systems, conversation, in person, hands-on), 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. Data checked November 10, 2026.
This job in your state or metro area
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.
Your own version of this job
The page above is the occupation. Your job is your title and what you actually do: give both, and they are read against these tasks in your browser, nothing sent anywhere. The headline is free: how much of your working time is within reach now and by the end of 2028, and how many of the tasks your description names.
The full personal report is $19, to print or save as a PDF: every task with when it comes within reach, which ones your description names, the parts of your description the task list does not cover, what stays with you, what becomes checking the machine and what to learn.