At risk / Financial Analyst
SOC 13-2051.00

Financial Analyst

VerdictHigher Risk
Signal 01 · structural exposure
88
/ 100

Financial Analyst scores just 12/100 on this site's structural exposure measure, among the lowest readings in this industry, reflecting how closely financial modeling, valuation, and research-report drafting resemble the structured, data-heavy work large language models were built to handle.

Signal 02 · real-world AI usage
Not yet available

We have not ingested real-world usage data for this occupation yet. We show a band only where genuine data exists, rather than estimate one.

What this is not
Neither reading measures whether any single financial analyst has lost work to AI. That data does not exist anywhere yet — both signals describe tasks, not headcount. This page is not a prediction that this job disappears.
How we calculated this →

What a financial analyst actually does

Financial analysts, officially titled Financial and Investment Analysts as of the current O*NET taxonomy, conduct quantitative analysis of investment programs and financial data for banks, investment firms, corporations, and other institutions, including business valuation, examining facilities and operations as candidate investments, and analyzing financial performance and trends. The work centers on building financial models: forecasting revenue and cash flow, stress-testing capital-structure scenarios, and producing the research notes, credit memos, and valuation reports that inform lending, investment, and M&A decisions.

Financial analysts collaborate closely with investment bankers, portfolio managers, and corporate finance teams, and much of the entry-level version of this job is built around assembling and formatting the underlying data that senior analysts and decision-makers rely on. The role sits almost entirely at a desk, working in spreadsheet and financial-modeling software rather than in the field, and job titles vary widely by employer and specialization, including Equity Research Analyst, Credit Analyst, and Corporate Finance Analyst.

Why it reads this way

Financial Analyst scores just 12/100 on this site's structural exposure measure, among the lowest readings in this industry, reflecting how closely financial modeling, valuation, and research-report drafting resemble the structured, data-heavy work large language models were built to handle. Unlike Actuary or Financial Examiner, no real legal wall protects this occupation: the CFA charter is a voluntary credential held by roughly 200,000 people worldwide against a much larger U. S.

analyst workforce, and Series 7/63 licenses cover the separate function of selling securities, not the research and analysis work this occupation actually performs, so there isn't even a partial licensing gap here the way there is for Industrial or Electrical Engineer, there's no dominant credential wall at all.

Real, current 2026 evidence shows this isn't hypothetical: major banks cut junior analyst intake classes by up to two-thirds while sourcing a majority of their AI-talent hiring from those same entry-level cohorts, reported across multiple outlets in June 2026, and S&P Global launched an agentic "Credit Memo Builder" tool in June 2026 that automates credit-analysis drafting directly, a commercial-scale, named deployment rather than a pilot.

The disruption is concentrated in junior, data-assembly-heavy tasks today, but that entry tier is the field's hiring gate, and the trend is growing rather than staying confined to augmentation. BLS's reported 6% growth (2024-2034) reflects aggregate hiring demand across the whole occupational category and doesn't overcome this concrete, named task-level exposure at the entry point most people use to enter the field.

Skills this role draws on

Financial Modeling & ValuationQuantitative & Statistical AnalysisInvestment & Credit ResearchCapital Markets AnalysisFinancial Software (Excel, Bloomberg, Python)
Pay & demand
$63,720–$180,860
10th–90th percentile, USD/year
Average: $102,740/yr
Demand
Medium
Growth outlook
Uncertain
Projected growth
+6% (2024-2034), faster than average at the aggregate occupational level, but concentrated hiring cuts are already occurring at the junior/entry-level tier this figure doesn't separately break out (BLS Occupational Outlook Handbook)

Range source: O*NET OnLine, 2025 wage data via BLS OEWS, SOC 13-2051.00 'Financial and Investment Analysts'
Average source: O*NET OnLine 2025 wage data (Annual Median Wage) for Financial and Investment Analysts (13-2051.00)

Research verdict
Assessed as of 2026-08-19
At risk

Financial Analyst scores 12/100, one of the lowest readings in this industry, reflecting how closely financial modeling and research-drafting resemble core LLM capability. No real legal wall protects this occupation: the CFA charter is voluntary and covers a minority of the workforce, and Series 7/63 licenses govern securities sales, not analysis. Real, named 2026 evidence confirms concrete disruption: banks cut junior analyst intake by up to two-thirds while directing AI-talent hiring at those same cohorts (June 2026), and S&P Global's agentic Credit Memo Builder tool (launched June 2026) automates credit-analysis drafting at commercial scale. BLS's 6% growth figure reflects aggregate category-wide hiring demand and doesn't overcome this named, entry-tier task exposure, as of 2026-08-19.

Last updated: August 2026Source: O*NET OnLine, 2025 wage data via BLS OEWS, SOC 13-2051.00 'Financial and Investment Analysts'

Data sources & methodology

Salary data: O*NET OnLine, 2025 wage data via BLS OEWS, SOC 13-2051.00 'Financial and Investment Analysts'. Average figure sourced separately: O*NET OnLine 2025 wage data (Annual Median Wage) for Financial and Investment Analysts (13-2051.00).

Task descriptions: Based on O*NET occupational analysis (13-2051.00).

Real-world AI usage band: Microsoft's "Working with AI" study of Bing Copilot conversations mapped to O*NET tasks (arXiv 2507.07935), and corroborating data from the Anthropic Economic Index.

Growth projections: +6% (2024-2034), faster than average at the aggregate occupational level, but concentrated hiring cuts are already occurring at the junior/entry-level tier this figure doesn't separately break out (BLS Occupational Outlook Handbook), based on BLS Occupational Outlook Handbook.

Learn more about our methodology