Somewhat Resilient
Last Update: 6/19/2026
AI Resilience Score for Financial & Investment Analysts:
49.6%
Median Score
Meaningful human contribution
Measures the parts of the occupation that still require a human touch. This score averages data from up to four AI exposure datasets, focusing on the role’s resilience against automation.
Low
Long-term employer demand
Predicts the health of the job market for this role through 2034. Using Bureau of Labor Statistics data, it balances projected annual job openings (60%) with overall employment growth (40%).
High
Sustained economic opportunity
Measures future earning potential and career flexibility. This score is a blend of total projected labor income (67%) and the role’s inherent ability to adapt to economic and technological shifts (33%).
High
This reflects the reliability of your score based on the number of data sources available for this career and how closely those sources agree on the outlook. A higher confidence means more consistent evidence from labor experts and AI models.
Most data sources align, with only minor variation. This is a well-supported result.
Contributing sources
AI Resilience Report forFinancial and Investment Analysts
$101,350 median salary•25,100 annual openings•SOC Code: 13-2051.00
Financial and Investment Analysts are somewhat less resilient to AI impacts than most occupations, according to our analysis of 7 sources.
Financial and investment analyst work is labeled "Somewhat Resilient" because AI is genuinely changing how the job works, even though it is not eliminating it. Tools like AI assistants are now handling the repetitive, time-consuming parts of the job, like pulling data from filings, building tables, and drafting charts, which means the work analysts do is shifting rather than disappearing.
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Financial and investment analyst work is labeled "Somewhat Resilient" because AI is genuinely changing how the job works, even though it is not eliminating it. Tools like AI assistants are now handling the repetitive, time-consuming parts of the job, like pulling data from filings, building tables, and drafting charts, which means the work analysts do is shifting rather than disappearing.
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Financial & Investment Analysts
Updated Quarterly
How is AI changing Financial & Investment Analysts jobs?
Right now, AI is mostly augmenting financial analysts rather than replacing them — but the change is real and accelerating. The CFA Institute reports that GenAI is reshaping investment workflows faster than most firms can adapt, with the release of tools like Claude for Financial Services raising questions about how tasks will be divided between humans and machines [1]. In a recent CFA workflow study [1], 27% of analytical respondents said they use GenAI to help prepare research reports, while Excel and market databases remain the most heavily used tools.
AI now handles the grunt work — pulling data from filings, building tables, drafting charts — while the analyst focuses on data interpretation rather than preparation, evaluating output, checking validity, and identifying risks, showing how greater value can be unlocked from human input. Industry vendors are racing to embed this directly into analyst tools; for example, Morningstar rolled out an AI assistant for advisors in March 2026 [2], and SIFMA notes that artificial intelligence is moving from experimentation to more widespread adoption across capital markets in 2026.
Sources
How fast is AI adoption growing for Financial & Investment Analysts?
Adoption is moving quickly because the tools are commercially available, the savings are big, and Wall Street loves efficiency — but there are real brakes too. A Fortune analysis of Goldman Sachs' "AI-nxiety" report [3] found that a record 70% of S&P 500 management teams discussed AI on quarterly calls, but only 10% actually quantified its impact and just 1% quantified its effect on earnings. Trust, accuracy, and regulation are slowing things down: AI tasks have imperfect accuracy scores, creating an enduring need for human oversight and judgment.
The good news for students? The Bureau of Labor Statistics projects [4] that financial and investment analysts will grow 5.7 percent from 2024 to 2034 — faster than the all-occupation average — even as growing adoption of AI and generative AI tools is expected to dampen labor demand in fields like sales, design, and administrative support. Translation: if you learn to direct AI rather than compete with it on spreadsheet tasks, your judgment, communication, and ethics skills become more valuable, not less.
Sources
Will AI replace Financial & Investment Analysts?
Not entirely. We think AI will take over some tasks, but not the whole job.
The core analytical work is already shifting. AI now handles the grunt work: pulling data from filings, building tables, and drafting charts. A CFA Institute study found that 27% of analytical respondents use GenAI to help prepare research reports [1], and tools like Morningstar's AI assistant for advisors, launched in early 2026, show how quickly vendors are embedding these capabilities into everyday workflows [2]. That is real change, and analysts who ignore it will struggle.
What stays human is the harder stuff: judgment, communication, and accountability. AI has imperfect accuracy, which creates an enduring need for someone to evaluate outputs, check validity, and identify risks. Those are skills you build over a career, not things a model can reliably own on its own.
The bigger picture is actually encouraging. The Bureau of Labor Statistics projects financial and investment analysts will grow 5.7 percent from 2024 to 2034, faster than the all-occupation average [4]. Our AI Resilience Score for this career sits at 49.6%, which reflects real pressure but also real staying power. The analysts who will thrive are the ones who learn to direct AI rather than compete with it on spreadsheet tasks.
Sources
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Latest AI news for Financial & Investment Analysts
These articles highlight the transformative role of AI in the finance sector, emphasizing that while AI may replace some tasks, it also creates new opportunities for Financial and Investment Analysts. For instance, AI's ability to handle complex data analysis is set to enhance advisory services, as noted in the CNBC article. Meanwhile, the Brookings piece illustrates how AI is reshaping job roles rather than eliminating them, suggesting analysts should adapt by embracing these technologies. This shift can lead to more strategic and impactful work, reinforcing the idea of AI resilience in their careers.
Exclusive | Your Next Stock Report Could Be Written by AI Agents
www.wsj.com • 4/7/2026
Anthony Pompliano, crypto influencer and entrepreneur, is launching a business focused on AI-generated research notes.
AI may replace your financial advisor, MIT professor says — but there's one big hurdle
www.cnbc.com • 4/6/2026
Artificial intelligence can give sophisticated financial advice and may be able to replace human financial advisors in the future, financial...
Markets misread AI's impact on brokerages, Morgan Stanley says
www.investmentnews.com • 3/16/2026
Analysis finds scale and sweep‑balance edge position firms such as Schwab and LPL to benefit as AI boosts advisor capacity and trims costs.
OpenAI looks to replace the drudgery of junior bankers’ workload
fortune.com • 10/21/2025
OpenAI has more than 100 ex-investment bankers helping train its artificial intelligence on how to build financial models as it looks to...
Hybrid jobs: How AI is rewriting work in finance
www.brookings.edu • 7/10/2025
Artificial intelligence (AI) is not destroying jobs in finance, it is rewriting them. As models begin to handle underwriting, compliance,...
More Career Info
Career: 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.
Parent Careers
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
Prepare all materials for transactions or execution of deals.
2
Structure or negotiate deals, such as corporate mergers, sales, or acquisitions.
3
Structure marketing campaigns to find buyers for new securities.
4
Determine the prices at which securities should be syndicated and offered to the public.
5
Recommend investments and investment timing to companies, investment firm staff, or the public.
6
Advise clients on aspects of capitalization, such as amounts, sources, or timing.
7
Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
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.
