Financial Analysts
SOC: 13-2051.00 · Job Zone 4 (Considerable preparation)
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 39/100. Significant displacement is estimated between 2046 and 2076. Of 18 analyzed tasks, 2 are highly automatable, particularly in routine_cognitive. Strong protective factors — including social intelligence, creativity, or regulatory barriers — significantly reduce effective risk.
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
Protective Factors
Total protective discount: 21.5%
Skill 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 (7)
Complex Problem Solving 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.
Negotiation is AI-resistant — strengthening this skill provides durable career protection.
Coordination is AI-resistant — strengthening this skill provides durable career protection.
Instructing is AI-resistant — strengthening this skill provides durable career protection.
Manual Dexterity is AI-resistant — strengthening this skill provides durable career protection.
AI-Augmented Skills (5)
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.
- Complex Problem Solving
Complex Problem Solving 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.
- Negotiation
Negotiation is AI-resistant — strengthening this skill provides durable career protection.
- Coordination
Coordination 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.
- Systems Analysis
Systems Analysis will be enhanced by AI. Develop expertise in using AI tools for this skill to increase productivity.
Task Breakdown
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 | Category | AI Capability | Risk Score | Time % |
|---|---|---|---|---|
| Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions. | Non-Routine Analytical | 60 | 51.0 | 12% |
| Prepare plans of action for investment, using financial analyses. | Non-Routine Analytical | 60 | 51.0 | 10% |
| Evaluate and compare the relative quality of various securities in a given industry. | Non-Routine Analytical | 65 | 53.0 | 10% |
| Recommend investments and investment timing to companies, investment firm staff, or the public. | Non-Routine Interpersonal | 20 | 23.0 | 8% |
| Determine the prices at which securities should be syndicated and offered to the public. | Non-Routine Analytical | 40 | 43.0 | 4% |
| Present oral or written reports on general economic trends, individual corporations, and entire industries. | Non-Routine Interpersonal | 35 | 29.0 | 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. | Non-Routine Analytical | 70 | 55.0 | 10% |
| Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs. | Non-Routine Analytical | 65 | 53.0 | 8% |
| Purchase investments for companies in accordance with company policy. | Routine Cognitive | 80 | 81.2 | 5% |
| Monitor developments in the fields of industrial technology, business, finance, and economic theory. | Non-Routine Analytical | 65 | 53.0 | 5% |
| Draw charts and graphs, using computer spreadsheets, to illustrate technical reports. | Routine Cognitive | 90 | 85.2 | 4% |
| Collaborate with investment bankers to attract new corporate clients to securities firms. | Non-Routine Interpersonal | 15 | 21.0 | 2% |
| Conduct financial analyses related to investments in green construction or green retrofitting projects. | Non-Routine Analytical | 60 | 51.0 | 2% |
| Forecast or analyze financial costs associated with climate change or other environmental factors, such as clean water supply and demand. | Non-Routine Analytical | 65 | 53.0 | 2% |
| Identify potential financial investments that are environmentally sound, considering issues such as carbon emissions and biodiversity. | Non-Routine Analytical | 65 | 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. | Non-Routine Analytical | 55 | 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. | Non-Routine Analytical | 50 | 47.0 | 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. | Non-Routine Analytical | 65 | 53.0 | 2% |
Community Assessment
Do you agree with this risk score?
Related Jobs
Chief Executives
11-1011.00
General and Operations Managers
11-1021.00
Advertising and Promotions Managers
11-2011.00
Marketing Managers
11-2021.00
Sales Managers
11-2022.00
Computer and Information Systems Managers
11-3021.00
Explore other career paths
Compare displacement risk across occupations and find careers with stronger long-term prospects.