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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
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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

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