Occupation · 2026 assessment

Head of investment analysis

The Head of investment analysis 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.

Low risk level Search jobs ↗
How risk may change

A forecast estimate, not a guaranteed scenario.

28%2026
34%2028
41%2030
50%2035

Which tasks are exposed

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

TaskRisk
Collecting metrics and preparing management reports48%
Resource planning and scenario modelling42%
People, conflict and accountability decisions9%
Operating along a predictable route30%
Monitoring vehicle state through telemetry43%
Decisions in emergency or unpredictable conditions8%
Entering and classifying financial documents53%
Reconciling transactions and detecting discrepancies50%

Task map

AI replaces ↔ AI augments

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

  1. 1Collecting metrics and preparing management reportsAI 48% · human 78%
  2. 2Resource planning and scenario modellingAI 42% · human 71%
  3. 3People, conflict and accountability decisionsAI 9% · human 86%
  4. 4Operating along a predictable routeAI 30% · human 70%
  5. 5Monitoring vehicle state through telemetryAI 43% · human 76%
  6. 6Decisions in emergency or unpredictable conditionsAI 8% · human 79%
  7. 7Entering and classifying financial documentsAI 53% · human 66%
  8. 8Reconciling transactions and detecting discrepanciesAI 50% · human 77%

Why technology can change this work

  • models automatically compare scenarios, prices, returns and risks
  • AI prepares reports, plans, minutes and management options
  • autopilot gradually takes control in constrained, well-mapped environments
  • 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
  • accountability for people, priorities and conflicting interests
  • a large share of value comes from human judgement, trust or personal accountability
  • operation in bad weather, road works and unpredictable human behavior
  • accountability for financial decisions
  • non-standard transactions and regulatory change

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$9 600per month
2035$12 950scenario estimate
2026: $9 60020262027: $9 95020272028: $10 25020282029: $10 60020292030: $10 95020302031: $11 35020312032: $11 75020322033: $12 15020332034: $12 55020342035: $12 9502035
Find jobs ↗The partner link may contain referral parameters. Data benchmark: U.S. Bureau of Labor Statistics ↗

Job search and transitions

Find work with a lower risk index

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

Skills you already have

  • valuation
  • return and risk analysis
  • goal setting
  • people management
  • resource allocation
  • spatial attention

Skills to build

  • financial modelling
  • AI-assisted scenario analysis
  • AI-enabled team management
  • auditing AI management recommendations
  • remote autonomous-vehicle supervision
  • telemetry work
CurrentHead of investment analysis · 28%
→
Keepvaluation · return and risk analysis · goal setting
→
Addfinancial modelling · AI-assisted scenario analysis · AI-enabled team management

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.