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Occupation · 2026 assessment

Investment analysis Analyst

The Investment analysis Analyst role combines repeatable operations with decisions that require professional context. The index measures task exposure to AI, software automation and robotics—not the probability that the occupation disappears.

Moderate risk level Search jobs ↗
How risk may change

A forecast estimate, not a guaranteed scenario.

46%2026
50%2028
55%2030
62%2035

Which tasks are exposed

Risk applies to individual tasks—not to a person or an entire occupation.

TaskRisk
Cleaning, joining and preparing data70%
Creating standard reports and visualizations68%
Forming conclusions and checking causality40%
Entering and classifying financial documents71%
Reconciling transactions and detecting discrepancies68%
Preparing standard financial reports66%
Detecting anomalies and monitoring metrics61%
Scenario planning and interpreting results42%

Task map

AI replaces ↔ AI augments

Each task is positioned by AI capability and the degree of human involvement still required.

  1. 1Cleaning, joining and preparing dataAI 70% · human 45%
  2. 2Creating standard reports and visualizationsAI 68% · human 46%
  3. 3Forming conclusions and checking causalityAI 40% · human 63%
  4. 4Entering and classifying financial documentsAI 71% · human 48%
  5. 5Reconciling transactions and detecting discrepanciesAI 68% · human 59%
  6. 6Preparing standard financial reportsAI 66% · human 60%
  7. 7Detecting anomalies and monitoring metricsAI 61% · human 49%
  8. 8Scenario planning and interpreting resultsAI 42% · human 58%

Why technology can change this work

  • models automatically compare scenarios, prices, returns and risks
  • AI automatically drafts analyses, finds correlations and explains standard deviations
  • documents, transactions and reports have structured digital formats
  • reconciliation, classification and standard calculations repeat
  • rules and anomalies can be checked by software

What protects the occupation

  • validation of assumptions and accountability for recommendations
  • choosing the right question and checking causality rather than correlation alone
  • accountability for financial decisions
  • non-standard transactions and regulatory change
  • negotiation with management, auditors and regulators

United States · before tax

Average pay and outlook

Estimated nominal monthly pay. The scenario reflects sector, demand and task resilience; it is not a guarantee of income.

2026$7 450per month
2035$10 050scenario estimate
2026: $7 45020262027: $7 70020272028: $7 95020282029: $8 25020292030: $8 50020302031: $8 80020312032: $9 10020322033: $9 40020332034: $9 75020342035: $10 0502035
Find jobs ↗The partner link may contain referral parameters. Data benchmark: U.S. Bureau of Labor Statistics ↗

Practical next step

Where to move next

Do not restart from zero: carry your experience forward and add scarce skills.

AI Auditor

Emerging role
New role risk24%
DemandHighDifficultyLowTime3–6 monthsSkill fit89%

Carbon Accounting Automation Specialist

Emerging role
New role risk22%
DemandHighDifficultyHighTime12–24 monthsSkill fit56%

AI Cost Optimization Analyst

Emerging role
New role risk27%
DemandHighDifficultyLowTime3–6 monthsSkill fit85%

AI Compliance Officer

Emerging role
New role risk22%
DemandHighDifficultyHighTime3–6 yearsSkill fit39%

Financial Analyst

Established resilient role
New role risk45%
DemandMediumDifficultyLowTime3–6 monthsSkill fit79%

ML Model Validator

Emerging role
New role risk20%
DemandHighDifficultyLowTime3–6 monthsSkill fit81%

Job search and transitions

Find work with a lower risk index

Compare adjacent paths and open a current search for the selected occupation.

Carbon Accounting Automation Specialist

Skill fit 56% · risk 22%

Search jobs ↗

Skills you already have

  • valuation
  • return and risk analysis
  • analytical question framing
  • metric interpretation
  • financial literacy
  • financial reporting

Skills to build

  • financial modelling
  • AI-assisted scenario analysis
  • SQL and data preparation
  • visualization and forecasting
  • data analytics
  • BI tools
CurrentInvestment analysis Analyst · 46%
→
Keepvaluation · return and risk analysis · analytical question framing
→
Addfinancial modelling · AI-assisted scenario analysis · SQL and data preparation

Sources and update

Updated: 2026-09-25 · Assessment confidence: Medium

International Labour Organization · 2025Generative AI and Jobs: A Refined Global Index of Occupational Exposure

Nearly 30,000 tasks; a global assessment of GenAI exposure across detailed occupational groups.

World Economic Forum · 2025The Future of Jobs Report 2025

A survey of more than 1,000 employers representing over 14 million workers across 55 economies.

O*NET Resource Center · 2026O*NET Database

Occupational, task, skill and work-context structure.