Financial Analysts
Conduct quantitative analyses of information affecting investment programs of public or private institutions.
AI Impact Summary
Financial Analysts faces moderate AI displacement risk with a score of 33/100. This occupation has higher AI displacement risk than 59% of all analyzed occupations. Of 18 analyzed tasks, 2 are highly automatable, particularly routine cognitive tasks. Strong protective factors — including social intelligence, creativity, or regulatory barriers — significantly reduce effective risk.
Skill Impact Analysis
AI-Vulnerable Skills (6)
High reliance on Mathematics is a risk area. Consider developing complementary AI-resistant skills to maintain value.
High reliance on Reading Comprehension is a risk area. Consider developing complementary AI-resistant skills to maintain value.
High reliance on Mathematics is a risk area. Consider developing complementary AI-resistant skills to maintain value.
High reliance on Information Ordering is a risk area. Consider developing complementary AI-resistant skills to maintain value.
Memorization is AI-vulnerable but has moderate importance in this role. AI tools may handle this; focus on higher-value skills.
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/Flexibility is AI-resistant — strengthening this skill provides durable career protection.
Complex Problem Solving is AI-resistant — strengthening this skill provides durable career protection.
Leadership is AI-resistant — strengthening this skill provides durable career protection.
Persuasion is AI-resistant — strengthening this skill provides durable career protection.
Social Perceptiveness is AI-resistant — strengthening this skill provides durable career protection.
Service Orientation is AI-resistant — strengthening this skill provides durable career protection.
Negotiation is AI-resistant — strengthening this skill provides durable career protection.
Coordination is AI-resistant — strengthening this skill provides durable career protection.
AI-Augmented Skills (7)
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
Machine Learning Specialization
by Stanford / DeepLearning.AI
Estimated Impact
AI-Augmentation Tools
Learn to work alongside AI and boost your productivity
Creative Writing Specialization
by Wesleyan University
Estimated Impact
Strengthen Your Edge
Double down on skills AI can't replicate
Inspired Leadership Through Emotional Intelligence
by Case Western Reserve University
Estimated Impact
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.
Education & Training
Percentage of workers at each education and training level
Education Level
Prior Experience Needed
Work experience required to enter this job
Training Provided After Hiring
How long it typically takes to learn on the job
How AI Impacts Each Task
18 tasks analyzed
Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
Prepare plans of action for investment, using financial analyses.
Evaluate and compare the relative quality of various securities in a given industry.
Recommend investments and investment timing to companies, investment firm staff, or the public.
Determine the prices at which securities should be syndicated and offered to the public.
Present oral or written reports on general economic trends, individual corporations, and entire industries.
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.
Purchase investments for companies in accordance with company policy.
Monitor developments in the fields of industrial technology, business, finance, and economic theory.
Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
Collaborate with investment bankers to attract new corporate clients to securities firms.
Conduct financial analyses related to investments in green construction or green retrofitting projects.
Forecast or analyze financial costs associated with climate change or other environmental factors, such as clean water supply and demand.
Identify potential financial investments that are environmentally sound, considering issues such as carbon emissions and biodiversity.
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.
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.
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.
| Task | AI Capability | Risk | Time % | |
|---|---|---|---|---|
| Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions. | 52.9Observed | 48.2% | 14% | |
| Prepare plans of action for investment, using financial analyses. | 60.22Observed | 51.1% | 10% | |
| Evaluate and compare the relative quality of various securities in a given industry. | 50.55Observed | 47.2% | 10% | |
| Recommend investments and investment timing to companies, investment firm staff, or the public. | 56.45Observed | 37.6% | 8% | |
| Determine the prices at which securities should be syndicated and offered to the public. | 45Estimated | 45.0% | 3% | |
| Present oral or written reports on general economic trends, individual corporations, and entire industries. | 50.25Observed | 35.1% | 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. | 48.12Observed | 46.3% | 9% | |
| Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs. | 48.62Observed | 46.5% | 9% | |
| Purchase investments for companies in accordance with company policy. | 92Estimated | 86.0% | 4% | |
| Monitor developments in the fields of industrial technology, business, finance, and economic theory. | 70Estimated | 55.0% | 6% | |
| Draw charts and graphs, using computer spreadsheets, to illustrate technical reports. | 62.05Observed | 74.0% | 4% | |
| Collaborate with investment bankers to attract new corporate clients to securities firms. | 25Estimated | 25.0% | 3% | |
| Conduct financial analyses related to investments in green construction or green retrofitting projects. | 60Estimated | 51.0% | 2% | |
| Forecast or analyze financial costs associated with climate change or other environmental factors, such as clean water supply and demand. | 60Estimated | 51.0% | 2% | |
| Identify potential financial investments that are environmentally sound, considering issues such as carbon emissions and biodiversity. | 65Estimated | 53.0% | 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. | 55Estimated | 49.0% | 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. | 45Estimated | 45.0% | 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. | 60Estimated | 51.0% | 2% |
Protective Factors
Total protective discount: 28.5%
Essential Soft Skills
Traits that are hard for AI to replicate
Wage & Employment (2024)
Median Wage
$101,350
per year
Mean Wage
$116,490
per year
Employment
341K
workers
Wage Range
$62,410 - $180,550
10th - 90th pct
Wage Distribution
Explore other career paths
Compare displacement risk across occupations and find careers with stronger long-term prospects.
Alternate Career Paths
See all transitionsPersonal Financial Advisors
32%Median salary: $102,140
Higher risk than 51% of other occupations
Market Research Analysts and Marketing Specialists
32%Median salary: $76,950
Higher risk than 52% of other occupations
Financial Examiners
34%Median salary: $90,400
Higher risk than 61% of other occupations
Compensation and Benefits Managers
34%Median salary: $140,360
Higher risk than 63% of other occupations
Auditors
36%Median salary: $81,680
Higher risk than 69% of other occupations
Compensation, Benefits, and Job Analysis Specialists
36%Median salary: $77,020
Higher risk than 70% of other occupations
Budget Analysts
38%Median salary: $87,930
Higher risk than 75% of other occupations
Risk Management Specialists
38%Median salary: $80,190
Higher risk than 77% of other occupations
Accountants
40%Median salary: $81,680
Higher risk than 82% of other occupations
Credit Analysts
42%Median salary: $80,970
Higher risk than 86% of other occupations
Sales Managers
25%Higher risk than 20% of other occupations
Chief Executives
26%Higher risk than 23% of other occupations
General and Operations Managers
28%Higher risk than 29% of other occupations
Marketing Managers
30%Higher risk than 38% of other occupations
Advertising and Promotions Managers
31%Higher risk than 43% of other occupations
Computer and Information Systems Managers
31%Higher risk than 45% of other occupations
Recommendations
Skills to Develop
These skills are at risk from AI automation. Financial Analysts professionals should diversify beyond them.
- Mathematics
High reliance on Mathematics is a risk area. Consider developing complementary AI-resistant skills to maintain value.
- Reading Comprehension
High reliance on Reading Comprehension is a risk area. Consider developing complementary AI-resistant skills to maintain value.
- Mathematics
High reliance on Mathematics is a risk area. Consider developing complementary AI-resistant skills to maintain value.
- Information Ordering
High reliance on Information Ordering is a risk area. Consider developing complementary AI-resistant skills to maintain value.
- Memorization
Memorization is AI-vulnerable but has moderate importance in this role. AI tools may handle this; focus on higher-value skills.
Skills to Leverage
These human-centric skills remain difficult for AI to replicate. Double down here.
- Adaptability/Flexibility
Adaptability/Flexibility is AI-resistant — strengthening this skill provides durable career protection.
- Complex Problem Solving
Complex Problem Solving is AI-resistant — strengthening this skill provides durable career protection.
- Leadership
Leadership is AI-resistant — strengthening this skill provides durable career protection.
- Persuasion
Persuasion is AI-resistant — strengthening this skill provides durable career protection.
- Social Perceptiveness
Social Perceptiveness is AI-resistant — strengthening this skill provides durable career protection.
Tools to Adopt
AI can amplify these skills. Learn the tools that augment rather than replace your work.
- Critical Thinking
Critical Thinking will be enhanced by AI. Develop expertise in using AI tools for this skill to increase productivity.
- Writing
Writing will be enhanced by AI. Develop expertise in using AI tools for this skill to increase productivity.
- Judgment and Decision Making
Judgment and Decision Making will be enhanced by AI. Develop expertise in using AI tools for this skill to increase productivity.
- Active Learning
Active Learning will be enhanced by AI. Develop expertise in using AI tools for this skill to increase productivity.
- Monitoring
Monitoring will be enhanced by AI. Develop expertise in using AI tools for this skill to increase productivity.
Score History
Risk score over 3 scoring runs
overall change
Related News
Recent articles about AI affecting this occupation
Musk’s xAI Hiring Credit Experts, Bankers to Teach Grok Finance
Elon Musk's artificial intelligence company is recruiting financial professionals to train its chatbot on economic concepts.