AI Automation Index

Will AI Replace Financial and Investment Analysts?

Task-level automation exposure for Financial and Investment Analysts: 26 O*NET tasks scored against their work activities, plus the simulator.

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Developed & audited by Gini Loh

Automation Exposure

62% weighted task index

26 of 26 tasks scored

Median Salary

$102,740 / year

BLS OEWS, May 2025 — this exact occupation

Employment Level

Very High

361,980 people hold this job — size, not growth

Projected 2025–35

+7.2% employment change

24,700 openings a year · BLS line item

Pay by state

BLS OEWS publishes 53 state estimates for this occupation. Each is its own survey estimate, not the national median adjusted for local prices.

$63,000 – $187,090

Highest medians

Wyoming $187,090

New York $127,930

Oregon $120,590

Massachusetts $111,040

Connecticut $109,500

Lowest medians

Puerto Rico $63,000

West Virginia $69,030

Virgin Islands $69,990

Louisiana $75,680

North Dakota $78,170

State figures come from the 13-2051 row in the May 2025 state panel. States where the estimate was suppressed or too small to publish are absent.

What the score is made of

Each task is mapped to its work activities, scored for AI automation potential, and weighted by how important those activities are to the job. These are the components.

Automation potential 62%

Importance-weighted mean of the scored tasks. This is the headline index.

Physical work 0%

Share of weighted tasks in hands-on or machine-operating work activities.

Judgment & influence 73%

Share in analysis, decisions, teaching, directing, advising, or caring for others.

Routine administration 4%

Share in documenting, recording, and administrative activities.

Rewritten by O*NET 0%

Share of weighted tasks O*NET rewrote in a recent update. Reported, not folded into the score.

Constituent Task Mix

26 tasks for this occupation, weighted by work-activity importance. Shares below are of total task weight, not task count.

High exposure (≥ 60% of the task is automatable) 62%

16 tasks

Medium exposure (≥ 35%) 35%

9 tasks

Low exposure (below 35%) 4%

1 tasks

How would you survive?

Move your week away from the high-exposure tasks and toward the ones that need judgment. The simulator recalculates the index as you shift the mix.

Simulate Upskilling →

Constituent Tasks

#21579 · Core · 62% automatable

Advise clients on aspects of capitalization, such as amounts, sources, or timing.

decision support — Drafts advice; accountability and context owned by human

Advise others on business or operational matters.

#21580 · Core · 80% automatable

Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.

data analysis — Analyzes structured financial data with tools

Analyze business or financial data.

#21581 · Core · 52% automatable

Assess companies as investments for clients by examining company facilities.

decision support — Strategic investment judgment needs human ownership

Identify strategic business investment opportunities. Evaluate condition of properties.

#21582 · Core · 55% automatable

Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.

decision support — Financial conferral aided; judgment and trust human

Confer with others about financial matters.

#21583 · Core · 55% automatable

Collaborate with investment bankers to attract new corporate clients.

interpersonal — Marketing collaboration mixes creative and relational work

Collaborate with others in marketing activities.

#21584 · Core · 69% automatable

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

data analysis — Analyzes structured financial data with tools

Analyze risks related to investments in green technology. Analyze business or financial data.

#21585 · Core · 55% automatable

Confer with clients to restructure debt, refinance debt, or raise new debt.

decision support — AI drafts financial guidance; accountability and tailoring human

Advise others on financial matters.

#21586 · Core · 40% automatable

Create client presentations of plan details.

interpersonal — Client approval requires live persuasion and accountability

Present work to clients for approval.

#21587 · Core · 70% automatable

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

decision support — Valuation aided; human owns final value judgment

Determine the value of goods or services.

#21588 · Core · 25% automatable

Develop and maintain client relationships.

interpersonal — Business relationships require human trust and presence

Develop business relationships.

#21589 · Core · 70% automatable

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

text generation — Data/product visuals generated; human selects and verifies

Create images of data, locations, or products.

#21590 · Core · 72% automatable

Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.

data analysis — Builds and runs models; human validates assumptions

Apply mathematical models of financial or business conditions.

#21591 · Core · 70% automatable

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

decision support — Valuation aided; human owns final value judgment

Determine the value of goods or services.

#21592 · Core · 67% automatable

Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.

data analysis — Market trend analysis from provided data

Assess financial status of clients. Analyze market conditions or trends.

#21593 · Core · 76% automatable

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

data analysis — Analyzes structured financial data with tools

Apply mathematical models of financial or business conditions. Analyze business or financial data.

#21594 · Core · 70% automatable

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

data analysis — Analyzes structured financial data with tools

Assess risks to business operations. Analyze business or financial data.

#21595 · Core · 72% automatable

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

data analysis — Trend analysis from data and reports

Analyze industry trends.

#21596 · Core · 72% automatable

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.

data analysis — Trend analysis from data and reports

Analyze industry trends.

#21597 · Core · 70% automatable

Perform securities valuation or pricing.

decision support — Valuation aided; human owns final value judgment

Determine the value of goods or services.

#21598 · Core · 65% automatable

Prepare all materials for transactions or execution of deals.

text generation — Draft transaction docs; human owns legal risk

Prepare contracts or other transaction documents.

#21599 · Core · 55% automatable

Prepare plans of action for investment, using financial analyses.

text generation — Business plans drafted; human owns assumptions and risk

Develop financial or business plans.

#21600 · Core · 50% automatable

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

interpersonal — Business presentations are live persuasive human work

Present business-related information to audiences.

#21601 · Core · 60% automatable

Purchase investments for companies in accordance with company policy.

decision support — Purchase research automatable; human authorizes spend

Purchase products or services.

#21602 · Core · 50% automatable

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

decision support — Analysis supports recommendations; fiduciary judgment stays human

Recommend investments to clients.

#21603 · Core · 78% automatable

Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.

information retrieval — AI surfaces updates; human internalizes knowledge

Update professional knowledge.

#21604 · Core · 40% automatable

Supervise, train, or mentor junior team members.

interpersonal — Job-skill training content AI-assisted; coaching human

Train personnel to enhance job skills. Supervise employees.

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Community Sentiment

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Method

How this was scored

1. Tasks. O*NET task statements for this occupation, from a release whose newest record is dated 08/2026.
2. Work activities. Each task maps to 1–5 Detailed Work Activities; each activity belongs to one of 41 Generalized Work Activities that O*NET rates for importance (1–5) in this occupation.
3. Automation potential. Every work activity carries one score for how far current AI can perform it end-to-end. Tasks inherit the mean of their activities.
4. Weighting. Task weight = 0.35 + 0.65 × (importance − 1)/4, scaled by how often the task is performed and by 0.7 for Supplemental tasks. Importance is the task's own O*NET rating where it exists (18,369 of 18,838 tasks); the rest inherit their work activities' importance. The index is the weighted mean.

Check: across the 910 occupations where O*NET also rates how far machine speed sets the pace, this index moves opposite to it (Spearman ρ = -0.49). The more a job is paced by equipment, the less of its task content AI can address — the relationship you would expect if the scoring is working.

Sources · O*NET 31.0 (task records to 08/2026) · BLS OEWS May 2025 · BLS projections 2025-2035 · rubric v2.1 · tasks for O*NET, not a forecast

See the full method →

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