The tasks · Financial and Investment AnalystsSOC 13-2051.00
Financial analysis and modelingWhat can do this →
88% · agent
Market research and monitoringWhat can do this →
85% · agent
Investment reports and presentationsWhat can do this →
82% · agent
Securities valuation and pricingWhat can do this →
80% · agent
Client relationship developmentWhat can do this →
25% · you keep
Investment decision makingWhat can do this →
20% · you keep
The team4 agents · 4 need no setup
Financial Modeling Agent
Microsoft Excel · R · SAS
● No integration needed
Market Research Agent
Tableau · Microsoft Power BI · Web
● No integration needed
Report Generation Agent
Microsoft PowerPoint · Microsoft Word · Tableau
● No integration needed
Valuation Agent
Microsoft Excel · The MathWorks MATLAB · R
● No integration needed
You keep this
Final investment recommendations and accountabilityClient relationship ownership and trust-buildingStrategic decision approval and risk ownershipRegulatory compliance and fiduciary responsibility
Automatability scores estimate how much of a task an agent can reliably do today, grounded in O*NET task data. They are not predictions of job loss.
Start with these three.
The most automatable work in this job, and what actually addresses it. Each one has a page of its own showing every occupation that does it.
