Financial and Investment Analysts, task by task.
The work this job is made of, grouped and scored on how much of its output software can produce today, then linked to what addresses it. What is left over is the job. The full activity list is underneath.
Also filed here55
- analyst
- investor
- bank analyst
- bond analyst
- prime broker
- brand analyst
- money manager
- stock analyst
- trust officer
- fiscal analyst
- banking analyst
- finance analyst
- pricing analyst
- planning analyst
- and 41 more
- SOC code
- 13-2051.00
- Activities scored
- 6
- In O*NET
- 25 activities
- Activities an agent can take on
- 4
- Grounded in
- O*NET 30.3
The tasks · Financial and Investment AnalystsSOC 13-2051.00
Financial analysis and modelingWhat can do this →
88% agentMostly automatable
Market research and monitoringWhat can do this →
85% agentMostly automatable
Securities valuation and pricingWhat can do this →
80% agentMostly automatable
Investment reports and presentationsWhat can do this →
64% agentPartly automatable
Client relationship developmentWhat can do this →
25% you keepBarely automatable
Investment decision makingWhat can do this →
20% you keepBarely automatable
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 the one tool we would use for each. Every task has a page of its own with the reasoning and every occupation that does it.
The full activity list
All 25 detailed work activities O*NET records for Financial and Investment Analysts, grouped by how much of each one software can take on. Every row has its own page.
Mostly automatable 12
Partly automatable 8
| Activity | Jobs |
|---|---|
| Advise others on business or operational matters | 32 |
| Purchase products or services | 13 |
| Advise others on financial matters | 10 |
| Confer with others about financial matters | 9 |
| Present work to clients for approval | 9 |
| Present business-related information to audiences | 5 |
| Recommend investments to clients | 5 |
| Collaborate with others in marketing activities | 4 |
Barely automatable 5
| Activity | Jobs |
|---|---|
| Supervise employees | 57 |
| Train personnel to enhance job skills | 13 |
| Develop business relationships | 8 |
| Identify strategic business investment opportunities | 5 |
| Evaluate condition of properties | 5 |