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.
