UK AI Exposure · Professional occupations
Finance and investment analysts and advisers
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.
What this score means
Most of this role's work is still genuinely hard for AI to do. Physical presence, bodily skill, high-context judgment, direct human care - the things that don't translate to text.
If you're in this role, here's what to do now
You're not in the firing line today. But the frontier moves. Build enough AI fluency now that you can direct it for the parts of your work that could benefit. People in unexposed roles who understand AI become unusually valuable inside their organisations.
Almost every routine task in this role is within reach of today's language models. Roles at this level are getting rebuilt - often not by disappearing, but by one person using AI to do three or five people's output.
If you're in this role, here's what to do now
You don't need to be afraid. You need to be the person doing the rebuilding. The operators who learn to direct AI at scale in this kind of work become hugely valuable. The ones who wait to be told what to do get told what to do - and that thing is often 'we don't need as many of you anymore.'
Where a project with Alex usually starts for this role
This role's strict reading is low because its top tasks are judgment, not drafting. The three highest-stakes tasks below are still usually where we start — flip the toggle to 'With tools' to see what AI plus the right context can compress.
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Advise clients on aspects of capitalization, such as amounts, sources, or timing.
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Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
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Assess companies as investments for clients by examining company facilities.
These are the highest-importance tasks AI can already handle when paired with the right tools and context. In a typical engagement the first wins come from building workflows around these — usually the difference between an LLM that can technically do the job and one that actually does it inside your business.
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Advise clients on aspects of capitalization, such as amounts, sources, or timing.
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Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
-
Assess companies as investments for clients by examining company facilities.
Every role has three or four wedges like these. Finding them takes an hour. Turning them into a workflow your team actually uses takes a few days. Talk to Alex about a project →
The full task breakdown
Every O*NET task for this occupation, split by what AI can already do unaided versus what still needs a human. Importance is O*NET's 1–5 rating of how central each task is to the role.
Tasks via O*NET "Financial and Investment Analysts" (13-2051.00).
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.
Where humans still hold the line
26 of 26 tasks
Advise clients on aspects of capitalization, such as amounts, sources, or timing.
Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
Assess companies as investments for clients by examining company facilities.
Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
Collaborate with investment bankers to attract new corporate clients.
Conduct financial analyses related to investments in green construction or green retrofitting projects.
Confer with clients to restructure debt, refinance debt, or raise new debt.
Create client presentations of plan details.
Determine the prices at which securities should be syndicated and offered to the public.
Develop and maintain client relationships.
Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
Evaluate and compare the relative quality of various securities in a given industry.
Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
Monitor developments in the fields of industrial technology, business, finance, and economic theory.
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.
Perform securities valuation or pricing.
Prepare all materials for transactions or execution of deals.
Prepare plans of action for investment, using financial analyses.
Present oral or written reports on general economic trends, individual corporations, and entire industries.
Purchase investments for companies in accordance with company policy.
Recommend investments and investment timing to companies, investment firm staff, or the public.
Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
Supervise, train, or mentor junior team members.
Tasks via O*NET "Financial and Investment Analysts" (13-2051.00).
What AI can already do
24 of 26 tasks · with tools
Advise clients on aspects of capitalization, such as amounts, sources, or timing.
Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
Assess companies as investments for clients by examining company facilities.
Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
Collaborate with investment bankers to attract new corporate clients.
Conduct financial analyses related to investments in green construction or green retrofitting projects.
Confer with clients to restructure debt, refinance debt, or raise new debt.
Create client presentations of plan details.
Determine the prices at which securities should be syndicated and offered to the public.
Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
Evaluate and compare the relative quality of various securities in a given industry.
Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
Monitor developments in the fields of industrial technology, business, finance, and economic theory.
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.
Perform securities valuation or pricing.
Prepare all materials for transactions or execution of deals.
Prepare plans of action for investment, using financial analyses.
Present oral or written reports on general economic trends, individual corporations, and entire industries.
Purchase investments for companies in accordance with company policy.
Recommend investments and investment timing to companies, investment firm staff, or the public.
Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
Where humans still hold the line
2 of 26 tasks
Develop and maintain client relationships.
Supervise, train, or mentor junior team members.
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Methodology
This role's exposure score comes from Eloundou et al's 2023 GPT task labels, aggregated by O*NET importance within each O*NET-SOC code, then bridged to UK SOC 2020 via ISCO-08 (ONS Vol 2 coding index) and US SOC 2010 (BLS crosswalk). Employment and median pay come from ONS ASHE Table 14.7a, 2025 provisional. ASHE covers employees only, so self-employed workers are not counted.
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