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Financial Analyst
Investment AnalystPlanning Analyst
Yes, AI builds the spreadsheets and forecasts, but the analyst interprets the why behind the numbers.
Key Takeaways
- 1Routine data collection and basic modeling are transitioning to autonomous agentic execution.
- 2Generative AI acts as a research assistant, summarizing thousands of pages of earnings calls and SEC filings.
- 3Human value moves to managing complex client relationships and making judgment calls on black swan events.
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Now
0-2 years🔄
What's changing
- 1Automated data scraping
- 2Excel formula generation via AI
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Implications
- 20% increase in productivity
- Focus on insight vs. assembly