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Occupation · 2026 assessment

Investment analysis Coordinator

The Investment analysis Coordinator 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.

42%2026
47%2028
52%2030
59%2035

Which tasks are exposed

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

TaskRisk
Entering and classifying financial documents67%
Reconciling transactions and detecting discrepancies64%
Preparing standard financial reports62%
Detecting anomalies and monitoring metrics57%
Scenario planning and interpreting results38%
Approving decisions and financial accountability23%

Task map

AI replaces ↔ AI augments

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

  1. 1Entering and classifying financial documentsAI 67% · human 52%
  2. 2Reconciling transactions and detecting discrepanciesAI 64% · human 63%
  3. 3Preparing standard financial reportsAI 62% · human 64%
  4. 4Detecting anomalies and monitoring metricsAI 57% · human 53%
  5. 5Scenario planning and interpreting resultsAI 38% · human 62%
  6. 6Approving decisions and financial accountabilityAI 23% · human 76%

Why technology can change this work

  • models automatically compare scenarios, prices, returns and risks
  • algorithms automatically allocate requests, resources and action priorities
  • 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
  • exception management and coordination across multiple participants
  • 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$8 250per month
2035$11 150scenario estimate
2026: $8 25020262027: $8 55020272028: $8 80020282029: $9 10020292030: $9 45020302031: $9 75020312032: $10 10020322033: $10 45020332034: $10 80020342035: $11 1502035
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%

AI Risk Manager

Emerging role
New role risk19%
DemandHighDifficultyLowTime3–6 monthsSkill fit87%

Data Analyst

Established resilient role
New role risk51%
DemandHighDifficultyMediumTime6–12 monthsSkill fit68%

Carbon Accounting Automation Specialist

Emerging role
New role risk22%
DemandHighDifficultyHighTime12–24 monthsSkill fit52%

AI Cost Optimization Analyst

Emerging role
New role risk27%
DemandHighDifficultyLowTime3–6 monthsSkill fit81%

AI Compliance Officer

Emerging role
New role risk22%
DemandHighDifficultyHighTime3–6 yearsSkill fit38%

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 52% · risk 22%

Search jobs ↗

Skills you already have

  • valuation
  • return and risk analysis
  • operational coordination
  • schedule management
  • issue escalation
  • financial literacy

Skills to build

  • financial modelling
  • AI-assisted scenario analysis
  • automated-process orchestration
  • real-time AI recommendation supervision
  • data analytics
  • BI tools
CurrentInvestment analysis Coordinator · 42%
→
Keepvaluation · return and risk analysis · operational coordination
→
Addfinancial modelling · AI-assisted scenario analysis · automated-process orchestration

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.