Takeover Tracker
33%medium risk

Financial Analysts

Conduct quantitative analyses of information affecting investment programs of public or private institutions.

Higher risk than 59% of occupations
Checking for existing plan...

How AI Impacts Each Task

18 tasks analyzed

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

Risk: 48.2%AI: 52.9ObservedTime: 14%

Prepare plans of action for investment, using financial analyses.

Risk: 51.1%AI: 60.22ObservedTime: 10%

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

Risk: 47.2%AI: 50.55ObservedTime: 10%

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

Risk: 37.6%AI: 56.45ObservedTime: 8%

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

Risk: 45.0%AI: 45EstimatedTime: 3%

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

Risk: 35.1%AI: 50.25ObservedTime: 8%

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.

Risk: 46.3%AI: 48.12ObservedTime: 9%

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

Risk: 46.5%AI: 48.62ObservedTime: 9%

Purchase investments for companies in accordance with company policy.

Risk: 86.0%AI: 92EstimatedTime: 4%

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

Risk: 55.0%AI: 70EstimatedTime: 6%

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

Risk: 74.0%AI: 62.05ObservedTime: 4%

Collaborate with investment bankers to attract new corporate clients to securities firms.

Risk: 25.0%AI: 25EstimatedTime: 3%

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

Risk: 51.0%AI: 60EstimatedTime: 2%

Forecast or analyze financial costs associated with climate change or other environmental factors, such as clean water supply and demand.

Risk: 51.0%AI: 60EstimatedTime: 2%

Identify potential financial investments that are environmentally sound, considering issues such as carbon emissions and biodiversity.

Risk: 53.0%AI: 65EstimatedTime: 2%

Determine the financial viability of alternative energy generation or fuel production systems, based on power source or feedstock quality, financing costs, potential revenue, and total project costs.

Risk: 49.0%AI: 55EstimatedTime: 2%

Evaluate financial viability and potential environmental benefits of cleantech innovations to secure capital investments from sources such as venture capital firms and government green fund grants.

Risk: 45.0%AI: 45EstimatedTime: 2%

Research and recommend environmentally-related financial products, such as energy futures, water rights, carbon credits, government environmental funds, and cleantech industry funds and company stocks.

Risk: 51.0%AI: 60EstimatedTime: 2%

Skill Impact Analysis

AI-Vulnerable Skills (6)

Mathematics10%

High reliance on Mathematics is a risk area. Consider developing complementary AI-resistant skills to maintain value.

Reading Comprehension10%

High reliance on Reading Comprehension is a risk area. Consider developing complementary AI-resistant skills to maintain value.

Mathematics10%

High reliance on Mathematics is a risk area. Consider developing complementary AI-resistant skills to maintain value.

Information Ordering5%

High reliance on Information Ordering is a risk area. Consider developing complementary AI-resistant skills to maintain value.

Memorization5%

Memorization is AI-vulnerable but has moderate importance in this role. AI tools may handle this; focus on higher-value skills.

Programming15%

Programming is AI-vulnerable but has moderate importance in this role. AI tools may handle this; focus on higher-value skills.

AI-Resistant Skills (11)

Adaptability/Flexibility85%

Adaptability/Flexibility is AI-resistant — strengthening this skill provides durable career protection.

Complex Problem Solving75%

Complex Problem Solving is AI-resistant — strengthening this skill provides durable career protection.

Leadership88%

Leadership is AI-resistant — strengthening this skill provides durable career protection.

Persuasion80%

Persuasion is AI-resistant — strengthening this skill provides durable career protection.

Social Perceptiveness90%

Social Perceptiveness is AI-resistant — strengthening this skill provides durable career protection.

Service Orientation82%

Service Orientation is AI-resistant — strengthening this skill provides durable career protection.

Negotiation85%

Negotiation is AI-resistant — strengthening this skill provides durable career protection.

Coordination70%

Coordination is AI-resistant — strengthening this skill provides durable career protection.

Recommended Courses

Courses matched to Financial Analysts skill gaps, ranked by relevance to your displacement risk profile.

Get personalized recommendations. Answer a few questions about your experience and skills to get course suggestions tailored specifically to you.

Upskill to Reduce Risk

Courses addressing your most AI-vulnerable skills

Courseraintermediate

Machine Learning Specialization

by Stanford / DeepLearning.AI

~10 weeks$49/mo4.9Certificate
Addresses vulnerability: Mathematics

Estimated Impact

-7.9pt risk+$6K/yr salary

AI-Augmentation Tools

Learn to work alongside AI and boost your productivity

Coursera

Creative Writing Specialization

by Wesleyan University

~8 weeks$49/mo4.7Certificate
Enhances AI augmentation: Writing

Estimated Impact

-5.5pt risk+$6K/yr salary

Strengthen Your Edge

Double down on skills AI can't replicate

Coursera

Inspired Leadership Through Emotional Intelligence

by Case Western Reserve University

32 hours$49/mo4.8Certificate
Strengthens resilience: Adaptability/Flexibility

Estimated Impact

-3.9pt risk+$6K/yr salary

We may earn a commission when you enroll through our links, at no extra cost to you. This helps fund the Takeover Tracker.

Risk reduction and salary impact are estimates based on skill gap analysis, course relevance, and labor market data. Actual results vary by individual circumstance.

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Score History

Risk score over 3 scoring runs

-5.8

overall change

Education & Training

Percentage of workers at each education and training level

Education Level

Associate's Degree2%
Bachelor's Degree61%
Master's Degree1%
Doctoral/Professional Degree35%

Prior Experience Needed

Work experience required to enter this job

6 months - 1 year3%
1-2 years4%
2-4 years32%
4-6 years44%
6-8 years4%
8-10 years13%
Over 10 years1%

Training Provided After Hiring

How long it typically takes to learn on the job

None6%
Up to 1 month2%
1-3 months1%
3-6 months27%
6 months - 1 year21%
1-2 years33%
2-4 years10%

Related News

Recent articles about AI affecting this occupation

5 articles

Goldman CEO warns interns: Critical thinking is vital when using AI tools

David Solomon explicitly instructed incoming summer analysts that they must actively challenge the outputs generated by AI models. The directive highlights that top-tier finance firms value human judgment and error-checking over blind reliance on automation.

Fortuneyesterday

Legal AI Giant Harvey Expands into Asset Management Automation

The prominent legal AI startup is acquiring Benchmark to bring its automated decision-making infrastructure to the finance sector. This signals a rapid expansion of specialized AI tools moving beyond law to automate complex analytical tasks for investors.

Artificial LawyerJul 16

New Excel-Compatible AI Agents Target Spreadsheet Workflows

Developers are launching AI runtimes that natively interact with Excel spreadsheets, bridging the gap between automated agents and human analysts. This lowers the technical barrier for automating complex financial and data entry tasks.

NobieJul 13

Gartner Guide Details How AI Automates Currency Analysis Roles

A new framework outlines how enterprises can deploy artificial intelligence to handle foreign exchange calculations and market analysis. The automation of these specific financial workflows directly threatens traditional currency analyst and corporate treasury positions.

GartnerJul 13

Wall Street banks deploy AI digital assistants to win productivity race

Major financial institutions are aggressively rolling out AI tools to automate routine tasks and boost output. The push signals a shift in finance where AI fluency is becoming a mandatory baseline for employees.

ReutersJul 13

Last scored March 14, 2026 · Based on BLS employment data and O*NET task analysis