Will AI Replace Financial and Investment Analysts?

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

Complex problem-solving, strategic leadership, or high-empathy task requiring human judgment.

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

Complex problem-solving, strategic leadership, or high-empathy task requiring human judgment.

Assess companies as investments for clients by examining company facilities.

Semi-structured cognitive task involving analysis, inspection, or monitoring.

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

Complex problem-solving, strategic leadership, or high-empathy task requiring human judgment.

Collaborate with investment bankers to attract new corporate clients.

Complex problem-solving, strategic leadership, or high-empathy task requiring human judgment.

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

Semi-structured task combining routine and non-routine responsibilities.

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

Complex problem-solving, strategic leadership, or high-empathy task requiring human judgment.

Create client presentations of plan details.

Complex problem-solving, strategic leadership, or high-empathy task requiring human judgment.

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

Semi-structured task combining routine and non-routine responsibilities.

Develop and maintain client relationships.

Complex problem-solving, strategic leadership, or high-empathy task requiring human judgment.

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

Semi-structured task combining routine and non-routine responsibilities.

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

Complex problem-solving, strategic leadership, or high-empathy task requiring human judgment.

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

Semi-structured cognitive task involving analysis, inspection, or monitoring.

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

Semi-structured cognitive task involving analysis, inspection, or monitoring.

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

Semi-structured task combining routine and non-routine responsibilities.

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

Complex problem-solving, strategic leadership, or high-empathy task requiring human judgment.

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

Complex problem-solving, strategic leadership, or high-empathy task requiring human judgment.

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.

Complex problem-solving, strategic leadership, or high-empathy task requiring human judgment.

Perform securities valuation or pricing.

Complex problem-solving, strategic leadership, or high-empathy task requiring human judgment.

Prepare all materials for transactions or execution of deals.

Semi-structured task combining routine and non-routine responsibilities.

Prepare plans of action for investment, using financial analyses.

Complex problem-solving, strategic leadership, or high-empathy task requiring human judgment.

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

Semi-structured task combining routine and non-routine responsibilities.

Purchase investments for companies in accordance with company policy.

Semi-structured task combining routine and non-routine responsibilities.

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

Complex problem-solving, strategic leadership, or high-empathy task requiring human judgment.

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

Semi-structured task combining routine and non-routine responsibilities.

Supervise, train, or mentor junior team members.

Complex problem-solving, strategic leadership, or high-empathy task requiring human judgment.