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Finance and investment analysts

and advisers

Professional occupations, SOC 2020 code 2422. Back to the map

Finance and investment analysts and advisers advise customers, who may be individuals, companies or specialist groups, on the purchase of investments, insurance, mortgages, pensions and other financial services and products.

Employees (UK)
197k
Median annual pay
£47,776
Exposure score ?
0.2/10 Minimal 9.4/10 Very high strict reading, with tools is 9.4/10 with-tools reading, strict is 0.2/10
Wage exposure
£188m £8.85bn

Higher exposure than 14% of the 379 UK occupations we scored.

Read the score as
What a model can do unaided. A model plus workflow tools, closer to how work runs in 2026.

What this score means.

Most of this role's work is still hard for AI: physical presence, practised skill, judgement in context and direct care, the things that do not turn into text.

If you are in this role

Nothing here is under pressure today, but the frontier moves. Learn enough to direct AI at the paperwork around the job. People in hands-on roles who can do that become unusually useful inside their organisations.

Almost every routine task in this role is within reach of today's models. Roles like this are being rebuilt, usually not by disappearing but by one person using AI to produce what several did.

If you are in this role

Be the person doing the rebuilding. People who learn to run this kind of work with AI become very valuable, and the ones who wait tend to have the change made for them.

Two clerks at the US Census Bureau punching population cards on a pantograph and a keypunch, with filing boxes behind them

Where the work usually starts.

This role's strict reading is low because its top tasks are judgement, not drafting. The three highest-stakes tasks below are still usually where the work starts. Switch to With tools to see what AI plus the right context can take on.

  1. Advise clients on aspects of capitalization, such as amounts, sources, or timing.

  2. Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.

  3. Assess companies as investments for clients by examining company facilities.

These are the most important tasks AI can already handle when paired with the right tools and context. The first wins usually come from building workflows around them. That is the difference between a model that could do the job and one that actually does it inside your business.

  1. Advise clients on aspects of capitalization, such as amounts, sources, or timing.

  2. Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.

  3. Assess companies as investments for clients by examining company facilities.

Every role has three or four places like these. Finding them takes an hour. Turning them into a workflow your team actually uses takes a few days.

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Every task in the role.

Every O*NET task for this occupation, split by what AI can do unaided and what still needs a person. Importance is O*NET's 1 to 5 rating of how central each task is.

What AI can already do

0 of 26 tasks, unaided

No tasks here are labelled as something an LLM can do unaided. Switch to 'With tools' above to see what changes when AI is paired with the right context.

What still needs a person

26 of 26 tasks

  1. Advise clients on aspects of capitalization, such as amounts, sources, or timing.

  2. Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.

  3. Assess companies as investments for clients by examining company facilities.

  4. Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.

  5. Collaborate with investment bankers to attract new corporate clients.

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

  7. Confer with clients to restructure debt, refinance debt, or raise new debt.

  8. Create client presentations of plan details.

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

  10. Develop and maintain client relationships.

  11. Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.

  12. Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.

  13. Evaluate and compare the relative quality of various securities in a given industry.

  14. Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.

  15. Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.

  16. Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.

  17. Monitor developments in the fields of industrial technology, business, finance, and economic theory.

  18. 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.

  19. Perform securities valuation or pricing.

  20. Prepare all materials for transactions or execution of deals.

  21. Prepare plans of action for investment, using financial analyses.

  22. Present oral or written reports on general economic trends, individual corporations, and entire industries.

  23. Purchase investments for companies in accordance with company policy.

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

  25. Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.

  26. Supervise, train, or mentor junior team members.

What AI can already do

24 of 26 tasks, with tools

  1. Advise clients on aspects of capitalization, such as amounts, sources, or timing.

  2. Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.

  3. Assess companies as investments for clients by examining company facilities.

  4. Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.

  5. Collaborate with investment bankers to attract new corporate clients.

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

  7. Confer with clients to restructure debt, refinance debt, or raise new debt.

  8. Create client presentations of plan details.

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

  10. Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.

  11. Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.

  12. Evaluate and compare the relative quality of various securities in a given industry.

  13. Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.

  14. Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.

  15. Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.

  16. Monitor developments in the fields of industrial technology, business, finance, and economic theory.

  17. 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.

  18. Perform securities valuation or pricing.

  19. Prepare all materials for transactions or execution of deals.

  20. Prepare plans of action for investment, using financial analyses.

  21. Present oral or written reports on general economic trends, individual corporations, and entire industries.

  22. Purchase investments for companies in accordance with company policy.

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

  24. Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.

What still needs a person

2 of 26 tasks

  1. Develop and maintain client relationships.

  2. Supervise, train, or mentor junior team members.

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Related occupations.

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This role's score comes from Eloundou et al's 2023 task labels, weighted by O*NET importance within each O*NET-SOC code, then bridged to UK SOC 2020 through ISCO-08 (the ONS coding index) and US SOC 2010 (the BLS crosswalk). Employment and median pay come from ONS ASHE Table 14.7a, 2025 provisional, which covers employees only.

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