Financial and investment analysts
SOC Code: 13-2051
Financial and investment analysts carries a 39% AI exposure score (Medium automation risk), with a median annual wage of $101,350 and +5.7% projected employment growth from 2024 to 2034 (BLS), affecting approximately 368,500 workers. Full task breakdown, skills, and employer data are below.
Proportion of tasks susceptible to AI automation (O*NET analysis)
At 39% AI exposure, Financial and investment analysts sits 2 points above the 37.2% average across 832 U.S. occupations - more exposed than 65% of them. Most of its core tasks still require human judgment.
Where Financial and investment analysts sits among all occupations
AI-exposure score distribution across 832 U.S. occupations (O*NET task analysis). This occupation is marked in rose.
Financial and investment analysts has ai exposure of 39%. Distribution: 1 occupations at 0-10%; 43 occupations at 10-20%; 184 occupations at 20-30%; 332 occupations at 30-40%; 158 occupations at 40-50%; 64 occupations at 50-60%; 29 occupations at 60-70%; 15 occupations at 70-80%; 5 occupations at 80-90%; 1 occupations at 90-100%.
Source: O*NET task data (U.S. Department of Labor); AI-exposure scores are PlainWorkforce's analysis. As of BLS 2024–2034.
Financial and investment analysts vs. its occupational neighbors
AI exposure (horizontal) vs projected 2024–2034 growth (vertical) for occupations in the same SOC group. Financial and investment analysts is marked in rose; the top-left corner is the most future-proof.
Source: BLS Employment Projections 2024–2034 (growth) and O*NET (AI-exposure analysis by PlainWorkforce).
Employment Projections
Occupation Insight
Financial and investment analysts (SOC 13-2051) carries an AI exposure score of 39%, placing it in the Medium automation-risk tier. This score is computed from O*NET Database 30.0 task-level analysis, where each task an occupation performs is evaluated against current generative AI, robotic process automation, and machine-learning capabilities. A score below 40% reflects tasks anchored in physical dexterity, unstructured environments, or high-touch human interaction that current AI cannot reliably replicate.
The economic context matters alongside the risk score. BLS counted approximately 368,500 workers in this occupation in 2024, and projects a +5.7% change through 2034 - modest growth that keeps the occupation viable even as tasks evolve. Median annual compensation stands at $101,350, reflecting both skill scarcity and the value employers place on the tasks that remain difficult to automate. Entry typically requires Bachelor's degree, plus None of related experience.
For career planners, this profile should be read alongside the task, skill, and knowledge breakdowns below and the list of employers whose workforce composition includes Financial and investment analysts. Adjacent occupations shown further down offer lateral moves that preserve industry knowledge while potentially reducing exposure. Pair the AI exposure score with the BLS employment projection and wage percentiles above for a complete career assessment.
Education & Entry Requirements
Top Tasks (O*NET)
- 1. Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- 2. Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- 3. Assess companies as investments for clients by examining company facilities.
- 4. Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- 5. Collaborate with investment bankers to attract new corporate clients.
- 6. Conduct financial analyses related to investments in green construction or green retrofitting projects.
- 7. Confer with clients to restructure debt, refinance debt, or raise new debt.
- 8. Create client presentations of plan details.
- 9. Determine the prices at which securities should be syndicated and offered to the public.
- 10. Develop and maintain client relationships.
Frequently Asked Questions
Will AI replace Financial and investment analysts?
Financial and investment analysts has an AI exposure score of 39%, indicating a medium level of automation risk. The majority of tasks in this role require human judgment, creativity, or physical presence that AI cannot easily replicate.
What is the job outlook for Financial and investment analysts?
According to BLS Employment Projections 2024-2034, Financial and investment analysts is projected to grow by 5.7% over the decade. Current employment stands at approximately 368,500 workers.
What skills are needed for Financial and investment analysts?
Financial and investment analysts requires a combination of technical knowledge and interpersonal skills. Typical education requirement: Bachelor's degree.
How much do Financial and investment analysts earn?
The median annual wage for Financial and investment analysts is $101,350, according to BLS Occupational Employment and Wage Statistics (May 2024). Actual earnings vary by location, experience, industry, and employer. The BLS publishes detailed wage percentiles by region in its Occupational Employment and Wage Statistics program.
What education is required for Financial and investment analysts?
The typical entry-level education for Financial and investment analysts is Bachelor's degree. Employers generally expect None of related work experience. On-the-job training typically involves None. Requirements can vary by employer and specialization.
Which companies employ Financial and investment analysts?
Financial and investment analysts roles exist across many industries and employers. Workforce composition is estimated from BLS industry-occupation employment distributions matched to SEC-registered public companies.
AI Exposure Rating
Medium automation risk based on 10 analyzed tasks. Most tasks require human judgment and are resistant to automation.
Related Occupations
Career Guides
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Data sources: Bureau of Labor Statistics Employment Projections 2024–2034 and O*NET Database 30.0. Employment figures are rounded. Wage data from BLS Occupational Employment Statistics (OES).