Financial Analysts
Conduct quantitative analyses of information affecting investment programs of public or private institutions.
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% |
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.
Recommended Courses
Courses matched to Financial Analysts skill gaps, ranked by relevance to your displacement risk profile.
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Upskill to Reduce Risk
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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
overall change
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
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Last scored March 14, 2026 · Based on BLS employment data and O*NET task analysis