Will AI replace Financial and Investment Analysts?

Many of your tasks are within reach of AI. The role will change, so it pays to act now.

Task exposure to today's AI

55/100

High exposure

This is the occupation's typical task mix. Your own score can be up to 30 points higher or lower depending on how you work: routine share, people contact, judgment and how much you already use AI.

Get your personal score

Will AI replace Financial and Investment Analysts?

Not entirely. Today's AI tools can take on about 55% of the typical work in this occupation, mostly: employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions. The parts that stay human include: Develop and maintain client relationships.; Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.; Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions..

People who learn to use AI for the automatable parts keep the edge. The 3-phase plan below shows where to start.

Which tasks AI can take on

The largest tasks in this occupation, their share of the working week, and how much of each today's AI tools can do.

TaskAutomatable

Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.AI already used 72%

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.AI already used 60%

Perform securities valuation or pricing. 60%

Present oral or written reports on general economic trends, individual corporations, and entire industries.AI already used 60%

Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.AI already used 57%

Evaluate and compare the relative quality of various securities in a given industry.AI already used 57%

+ 20 more tasks (54% of the week) in the full test.

Your human edge

Develop and maintain client relationships.
Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.

AI tools to try

Excel / Sheets with Copilot or GeminiChatGPT / Claude for analysis and draftingAI document extraction (invoices, contracts, forms)

Related roles

A 3-phase AI learning plan

Phase 1

Automate the routine

AI for data entry, extraction and reconciliation.
Formulas, pivot tables and checks written with AI.
Standard emails and documents from templates.

Project

Use AI to extract income statement, balance sheet and cash flow line items from 10 public company filings into a standardised spreadsheet, and time it against manual entry.

Phase 2

Analysis and advice

Forecasts and variance analysis with AI, checked against the source.
Plain-language summaries of numbers for managers or clients.
Research rules and regulations with AI, then verify in the original.

Project

Build an AI-assisted three-year revenue and earnings forecast for one covered stock, verify every driver against the filings, and write a one-page plain-language thesis for a portfolio manager.

Phase 3

Process owner

Map and automate a full process with no-code tools (Make, Zapier, Power Automate).
Data quality, controls and audit trails for AI-assisted work.
Turn saved time into higher-value advisory work.

Project

Map and automate your weekly sector monitoring with a no-code tool that pulls filings, news and prices into a summary with source links and an audit log, cutting prep time by 50%.

Take the free 11-question test