Evolving

Last Update: 2/17/2026

Your role’s AI Resilience Score is

31.1%

Median Score

Changing Fast

Evolving

Stable

Our confidence in this score:
High

What does this resilience result mean?

These roles are shifting as AI becomes part of everyday workflows. Expect new responsibilities and new opportunities.

AI Resilience Report for

Financial and Investment Analysts

They study financial data to help people and companies make smart investment choices, aiming to grow their money and reach financial goals.

This role is evolving

The career of Financial and Investment Analysts is labeled as "Evolving" because many routine tasks, like making charts and analyzing data trends, are being automated by AI tools. This means that computers can handle these parts of the job faster and often more accurately.

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Learn more about how you can thrive in this position

View analysis
Chat with Coach
Latest news
More career info
Analysis
Chat
News
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This role is evolving

The career of Financial and Investment Analysts is labeled as "Evolving" because many routine tasks, like making charts and analyzing data trends, are being automated by AI tools. This means that computers can handle these parts of the job faster and often more accurately.

Read full analysis

Contributing Sources

We aggregate scores from multiple models and supplement with employment projections for a more accurate picture of this occupation’s resilience. Expand to view all sources.

AI Resilience

AI Resilience Model v1.0

AI Task Resilience

Learn about this score
Changing fast iconChanging fast

5.6%

5.6%

Microsoft's Working with AI

AI Applicability

Learn about this score
Changing fast iconChanging fast

17.8%

17.8%

Anthropic's Economic Index

Changing fast iconChanging fast

11.9%

11.9%

Will Robots Take My Job

Automation Resilience

Learn about this score
Changing fast iconChanging fast

15.0%

15.0%

High Demand

Labor Market Outlook

We use BLS employment projections to complement the AI-focused assessments from other sources.

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Growth Rate (2024-34):

5.7%

Growth Percentile:

78.1%

Annual Openings:

25,100

Annual Openings Pct:

72.6%

Analysis of Current AI Resilience

Financial & Investment Analysts

Updated Quarterly • Last Update: 2/17/2026

Analysis
Suggested Actions
State of Automation

What's changing and what's not

Financial analysts already use software to do a lot of data work. For example, analysts often “draw charts and graphs using spreadsheets” [1], and modern tools can auto-generate these visuals. In fact, the U.S. Bureau of Labor Statistics notes AI-driven software can “offer data visualization tools” to speed up charting and budgeting tasks [2].

Likewise, AI helps with number-crunching: a recent study found AI-based models made market forecasts about 30% more accurate than older methods [3]. Researchers also point out that AI is used for predicting trends, managing portfolios, and analyzing risks in finance [4].

AI is also helping analysts keep up with news and trends. For example, Bloomberg’s Terminal software now uses generative AI to create quick bullet-point summaries of financial news [5], and other tools distill large volumes of news into concise insights [5]. This means analysts can scan important headlines faster.

At the same time, experts say human skills remain crucial. BLS observes that tasks like explaining results or talking with clients still “require conversations between humans” [2]. In practice, AI is automating routine data work (like making charts or flagging trends) and giving analysts more time to focus on analysis and advice.

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AI Adoption

AI in the real world

Finance firms have strong reasons to try AI: it can save time and uncover useful patterns. Big financial data companies (like Bloomberg) are already rolling out AI features [5], and studies show better forecasting with AI [3], which encourages rapid use. Many banks and investment groups can afford the cost of new software because the efficiency gains are appealing.

On the other hand, adoption isn’t rush-hour. Finance is highly regulated and mistakes can be costly, so companies move carefully. Training AI systems and making sure they’re reliable takes time and money.

The BLS also points out that jobs for analysts are still growing, since so much of the work involves judgment and communication that AI can’t replace [2]. In short, AI tools are helping analysts do their jobs faster and get new insights, but the human role remains key. Analysts will likely use AI as a smart assistant while they concentrate on the creative, strategic parts of their work.

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More Career Info

Career: Financial and Investment Analysts

Employment & Wage Data

Median Wage

$101,350

Jobs (2024)

368,500

Growth (2024-34)

+5.7%

Annual Openings

25,100

Education

Bachelor's degree

Experience

None

Source: Bureau of Labor Statistics, Employment Projections 2024-2034

Task-Level AI Resilience Scores

AI-generated estimates of task resilience over the next 3 years

1

75% Resilience

Prepare all materials for transactions or execution of deals.

2

70% ResilienceSupplemental

Collaborate with investment bankers to attract new corporate clients to securities firms.

3

65% Resilience

Structure marketing campaigns to find buyers for new securities.

4

60% ResilienceSupplemental

Recommend investments and investment timing to companies, investment firm staff, or the public.

5

60% Resilience

Supervise, train, or mentor junior team members.

6

55% ResilienceSupplemental

Determine the prices at which securities should be syndicated and offered to the public.

7

55% Resilience

Conduct financial analyses related to investments in green construction or green retrofitting projects.

Tasks are ranked by their AI resilience, with the most resilient tasks shown first. Core tasks are essential functions of this occupation, while supplemental tasks provide additional context.

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