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Financial Quantitative Analysts

Occupation · SOC 13-2099.01

Develop quantitative techniques to inform securities investing, equities investing, pricing, or valuation of financial instruments. Develop mathematical or statistical models for risk management, asset optimization, pricing, or relative value analysis.

Also called: Investment Strategist · Portfolio Manager · Quantitative Analyst · Quantitative Equity Analyst · Investment Portfolio Control Consultant · Quantitative Research Analyst · Quantitative Strategy Analyst · Research Analyst · Analyst · Data Analyst · Equity Analyst · Equity Structurer

Job family: Business and Financial Operations Occupations

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A source-stamped Markdown brief of this occupation — paste it into an agent, or fetch /roles/role-13-2099-01/context.md directly.

AI work map

A fast read on where AI already shows up in this occupation, where it stays a copilot, where humans remain in the loop, and what the labor market is doing. Built from observed Claude.ai conversations mapped to O*NET tasks and from published research — measures of usage and exposure, not advice or predictions that the job is going away.

Often handed to AI

Task areas most often handled directively in observed AI conversations — candidates to delegate with light review.

  • Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models. · 5.3%
  • Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation. · 1.3%
  • Provide application or analytical support to researchers or traders on issues such as valuations or data. · 0.9%
See how AI is used here →

Use as a copilot

Task areas where people work with AI — iterating, learning, or checking — staying in the loop rather than handing the task off.

  • Interpret results of financial analysis procedures. · 1.4%
  • Prepare requirements documentation for use by software developers. · 0.7%
See collaboration patterns →

Keep a human in the loop

Task areas where a human was still judged necessary in a large share of observed conversations — not a safety ruling, an observed-need signal.

  • Produce written summary reports of financial research results. · 95.7% need a human
  • Provide application or analytical support to researchers or traders on issues such as valuations or data. · 93.6% need a human
  • Interpret results of financial analysis procedures. · 92.6% need a human
See the boundary tasks →

94th-percentile task overlap — yet about 10,300 openings a year (+3.1% projected, BLS), and observed AI use leans 5273% copilot, not hand-off (AEI) . What exposure means →

AI & job outlook

What today's research says about this occupation's exposure to AI, how AI is actually being used in it, and where employment is headed. These are positions within published studies — measures of exposure and usage, not predictions that this job will disappear.

Exposure to current AI

Each study uses its own scale, so the raw scores are not comparable across rows — the percentile (this job's rank among all U.S. occupations with data) is the comparable figure, and sizes the bars.

Measure Rank vs all occupations Percentile Score
Overall AI exposure (Felten et al.) High 93rd 1.4
LLM task exposure, γ (OpenAI / Eloundou) High 95th 1.0
AI assistant applicability (Microsoft) High 79th 0.2

OpenAI's exposure study scores tasks three ways: with a language model alone (α 0.4), with simple added tooling (β 0.7), and including AI-powered software (γ 1.0). Higher means more of the job's tasks could be done at least twice as fast — not that they will be automated away.

Most of this job's tasks can be done remotely (Dingel–Neiman), which tends to track with higher digital and AI exposure.

Historical automation estimate (2013)

A pre-LLM (2013) estimate of how automatable this job is by computerization and robotics. Shown for historical context only — it is not part of any current AI ranking.

Frey–Osborne probability 0.3 · 40th percentile among occupations · Moderate

How AI is actually used in this job

Among measured AI assistant conversations mapped to this occupation (Anthropic Economic Index, 2026-01-15), these task types came up most. These are shares of observed AI conversations — not shares of the job, of worker time, or of what could be automated.

Interpret results of financial analysis procedures. 10.1%
Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation. 5.3%
Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models. 5.0%
Produce written summary reports of financial research results. 3.9%
Provide application or analytical support to researchers or traders on issues such as valuations or data. 1.7%
Identify, track, or maintain metrics for trading system operations. 1.3%

Job outlook

Independent U.S. Bureau of Labor Statistics employment projection for 2024–2034 — a labor-market forecast, not an AI-impact forecast.

Outlook About average · +3.1% by 2034
Projected annual openings 10,300
Employment 2024 → 2034 137,100 → 141,400

“Annual openings” counts new jobs plus replacements for workers who leave the occupation, so it can be large even when growth is modest.

Where this work sits on the global GenAI gradient

The ILO's 2025 global study scores generative-AI exposure on the international ISCO-08 occupation system, not US SOC. Bridged through the published (and approximate, many-to-many) IBS O*NET-SOC ↔ ISCO-08 crosswalk, this US occupation corresponds to the international occupation below. Exposure here means how much of the work's tasks today's AI can attempt — task overlap, not automation, adoption, or jobs lost.

45% mean task exposure (2025)
82nd percentile of 427 placed occupations
−8 pts shift 2023 → 2025
International occupation (ISCO-08) Task exposure (2025) Most tasks fall in
Business Services Agents Not Elsewhere Classified · 3339 45% Gradient 2

Read the whole six-band gradient on the GenAI exposure gradient page. The crosswalk is approximate: a US occupation can map to several international ones, and the ILO scores describe the international occupation, not this exact US role.

Working with AI in this job

How people actually apply AI to this occupation's tasks, from Claude.ai (Free and Pro) conversations in the Anthropic Economic Index, 2026-01-15. This is one AI assistant's consumer sample — not all AI, not the whole workforce. Autonomy and the collaboration mix are model-rated estimates; figures below the sample floor are hidden.

Augmentation vs. automation 52.7% working with AI · 37.2% handed to AI
Most common way people use AI here Directive · AI does it; you give the instruction
Typical AI autonomy 4.0 / 5 · higher = AI acts more independently
Used for work (vs. personal / coursework) 42.1%

What people delegate to AI

The role's most common tasks in AI conversations, each tagged with how people work with the AI on it. “Usage” is the share of observed conversations, not of the job.

Task How Usage
Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models. Directive 5.3%
Interpret results of financial analysis procedures. Learning 1.4%
Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation. Directive 1.3%
Provide application or analytical support to researchers or traders on issues such as valuations or data. Directive 0.9%
Produce written summary reports of financial research results. Directive 0.9%
Prepare requirements documentation for use by software developers. Iteration 0.7%
Maintain or modify all financial analytic models in use. 0.3%

Where a human is still needed

Tasks where the model most often judged that a person remained necessary — a useful read on the current boundary, not a guarantee.

Produce written summary reports of financial research results. 95.7%
Provide application or analytical support to researchers or traders on issues such as valuations or data. 93.6%
Interpret results of financial analysis procedures. 92.6%
Prepare requirements documentation for use by software developers. 91.2%
Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation. 88.0%
Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models. 81.2%

What people most often hand AI here

Example prompts phrased from the tasks people most often delegate to AI in this occupation (Anthropic Economic Index). Each shows the underlying measured task and its share of observed AI use. They are suggested phrasings of real tasks — starting points, not endorsed instructions.

  • Help me research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models.

    From: Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models. · 5.3% of measured AI use · directive

  • Help me interpret results of financial analysis procedures.

    From: Interpret results of financial analysis procedures. · 1.4% of measured AI use · learning

  • Help me apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation.

    From: Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation. · 1.3% of measured AI use · directive

  • Help me provide application or analytical support to researchers or traders on issues such as valuations or data.

    From: Provide application or analytical support to researchers or traders on issues such as valuations or data. · 0.9% of measured AI use · directive

Tasks

All 21 tasks O*NET lists for this occupation, ordered by importance. Each links to its own page with AI-exposure and observed-use detail.

Work activities

Knowledge, skills & abilities

O*NET importance rating, from 1 (not important) to 5 (extremely important).

Knowledge

Mathematics 4.6
Economics and Accounting 4.2
Computers and Electronics 3.7
English Language 3.0

Essential skills

Mathematics 4.4
Critical Thinking 4.1
Reading Comprehension 4.0
Active Listening 3.8
Speaking 3.8
Active Learning 3.8
Writing 3.5
Learning Strategies 3.0
Monitoring 3.0

Abilities

Mathematical Reasoning 4.4
Written Comprehension 4.0
Oral Comprehension 3.9
Written Expression 3.9
Deductive Reasoning 3.9
Number Facility 3.9
Oral Expression 3.8
Problem Sensitivity 3.8
Inductive Reasoning 3.8
Information Ordering 3.8
Fluency of Ideas 3.6
Speech Recognition 3.5
Speech Clarity 3.5
Near Vision 3.4
Category Flexibility 3.3
Originality 3.1
Selective Attention 3.1

Transferable skills

Complex Problem Solving 3.9
Judgment and Decision Making 3.8
Systems Analysis 3.3
Systems Evaluation 3.3
Persuasion 3.1
Social Perceptiveness 3.0
Coordination 3.0
Instructing 3.0
Time Management 3.0
Negotiation 2.9

Skills in demand

Skills employers ask for in job postings for this occupation (Lightcast), with whether each is a common or specialized skill.

Showing the top 40 of 45.

Tools & technology

Example Category
C++ Object or component oriented development software Hot technology In demand
Microsoft Excel Spreadsheet software Hot technology In demand
Microsoft Office software Office suite software Hot technology In demand
Microsoft PowerPoint Presentation software Hot technology In demand
Microsoft Visual Basic for Applications VBA Development environment software Hot technology In demand
Python Object or component oriented development software Hot technology In demand
R Object or component oriented development software Hot technology In demand
SAS Analytical or scientific software Hot technology In demand
Structured query language SQL Data base user interface and query software Hot technology In demand
Tableau Business intelligence and data analysis software Hot technology In demand
The MathWorks MATLAB Analytical or scientific software Hot technology In demand
Amazon Web Services AWS software Data base user interface and query software Hot technology
Apache Hive Data base management system software Hot technology
C# Object or component oriented development software Hot technology
IBM SPSS Statistics Analytical or scientific software Hot technology
JavaScript Web platform development software Hot technology
Linux Operating system software Hot technology
Microsoft Access Data base user interface and query software Hot technology
Microsoft Azure software Development environment software Hot technology
Microsoft Power BI Business intelligence and data analysis software Hot technology
Microsoft SQL Server Data base user interface and query software Hot technology
Microsoft Visio Process mapping and design software Hot technology
Microsoft Visual Basic Development environment software Hot technology
Microsoft Visual Studio Development environment software Hot technology
Oracle Java Object or component oriented development software Hot technology
Perl Object or component oriented development software Hot technology
UNIX Operating system software Hot technology
Bloomberg Professional Financial analysis software
IBM Cognos Business Intelligence Data mining software
Insightful S-PLUS Analytical or scientific software
Microsoft Dynamics Enterprise resource planning ERP software
MicroStrategy Business intelligence and data analysis software
MicroStrategy Desktop Enterprise resource planning ERP software
Oracle JD Edwards EnterpriseOne Enterprise resource planning ERP software
StataCorp Stata Analytical or scientific software
Web browser software Internet browser software

Work context

How characteristic each condition is of the job, on O*NET's 1–5 context scale (higher = more present in day-to-day work). Each condition links to how it varies across all occupations.

E-Mail 5.0
Spend Time Sitting 4.7
Level of Competition 4.4
Telephone Conversations 4.3
Face-to-Face Discussions with Individuals and Within Teams 4.3
Indoors, Environmentally Controlled 4.2
Importance of Being Exact or Accurate 4.2
Work With or Contribute to a Work Group or Team 4.1
Determine Tasks, Priorities and Goals 4.0
Impact of Decisions on Co-workers or Company Results 3.9
Freedom to Make Decisions 3.9
Time Pressure 3.8
Contact With Others 3.6
Frequency of Decision Making 3.4
Consequence of Error 3.2
Written Letters and Memos 3.2
Coordinate or Lead Others in Accomplishing Work Activities 3.2
Work Outcomes and Results of Other Workers 3.2
Degree of Automation 2.8
Importance of Repeating Same Tasks 2.7
Spend Time Making Repetitive Motions 2.6
Physical Proximity 2.6
Public Speaking 2.5
Deal With External Customers or the Public in General 2.3
Conflict Situations 2.3
Exposed to Sounds, Noise Levels that are Distracting or Uncomfortable 2.1
Dealing With Unpleasant, Angry, or Discourteous People 2.0
Spend Time Standing 1.9
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls 1.6
Health and Safety of Other Workers 1.4
Pace Determined by Speed of Equipment 1.4
Spend Time Walking or Running 1.2
Exposed to Very Hot or Cold Temperatures 1.1
Spend Time Bending or Twisting Your Body 1.1
Dealing with Violent or Physically Aggressive People 1.1
In an Enclosed Vehicle or Operate Enclosed Equipment 1.1
Exposed to Extremely Bright or Inadequate Lighting Conditions 1.1
Exposed to Cramped Work Space, Awkward Positions 1.1
Indoors, Not Environmentally Controlled 1.0
Outdoors, Exposed to All Weather Conditions 1.0

How to get in

Job zone
Zone 5 — Job Zone Five: Extensive Preparation Needed
Education
Most of these occupations require graduate school. For example, they may require a master's degree, and some require a Ph.D., M.D., or J.D. (law degree).
Typical entry-level education
Bachelor's degree · BLS, the typical path — not a requirement
Related experience
Extensive skill, knowledge, and experience are needed for these occupations. Many require more than five years of experience. For example, surgeons must complete four years of college and an additional five to seven years of specialized medical training to be able to do their job.
Preparation level
SVP (8.0 and above) — total schooling plus on-the-job experience.

What to study: Business, Management, Marketing, and Related Support Services , Mathematics and Statistics , Theology and Religious Vocations . Fields of study crosswalked to this occupation (NCES CIP–SOC), not a requirement.

Education of current workers

Share of people in this occupation at each level of education.

Master's Degree 60.0%
Bachelor's Degree 35.0%
Doctoral Degree 5.0%

Interests & work styles

The interests and personal qualities O*NET associates with people who do this work.

Career interests (Holland / RIASEC)

Investigative 6.7
Conventional 5.8
Enterprising 3.5

Interest areas

Mathematics/Statistics 6.3
Finance 6.1
Accounting 3.7
Information Technology 3.6
Business Initiatives 2.5
Office Work 2.3
Management/Administration 2.0

Work styles

Dependability 6.0
Attention to Detail 5.0
Integrity 4.0
Cautiousness 3.0
Intellectual Curiosity 2.3
Achievement Orientation 2.2

Wages & employment

U.S. · annual wages (BLS OEWS)

$46k10th$60k25th$80kMedian$109k75th$152k90th
Annual wages by percentile — U.S. (BLS OEWS). The light band spans the 10th–90th percentile; the darker band is the middle half (25th–75th); the line is the median.
137k2024141k2034 (proj.)+3.1% · About average
Projected U.S. employment, 2024–2034 (BLS Employment Projections). A labor-market forecast for the occupation, not an AI-impact forecast.
10th percentile $46,420
25th percentile $60,140
Median (50th) $80,190
75th percentile $109,120
90th percentile $151,780
People employed 127,450

Wages and employment are reported by BLS for the broader occupation group this specialty belongs to (SOC 13-2099), not for the specialty alone.

Industries that employ this occupation

Where these workers are employed, by number of jobs (national, BLS OEWS). Pay shown is the occupation's national median, not industry-specific.

Industry Workers National median pay
Finance and Insurance · Sector 40,340 $78,030
Management of Companies and Enterprises · Sector 10,290 $81,030
Educational Services · Sector 7,640 $63,750
Professional, Scientific, and Technical Services · Sector 7,510 $93,690
Health Care and Social Assistance · Sector 7,030 $64,930
Other Services (except Public Administration) · Sector 5,080 $52,770
Administrative and Support and Waste Management and Remediation Services · Sector 4,220 $64,070
Information · Sector 2,700 $82,900
Wholesale Trade · Sector 2,280 $77,880
Manufacturing · Sector 2,200 $105,650
Retail Trade · Sector 2,130 $72,560
Insurance Agencies and Brokerages · National industry 1,100 $83,870

Where this work is most concentrated

Industries where this occupation is far more common than in the economy as a whole. The location quotient is how many times more concentrated it is here (a value of 5 means five times its economy-wide share).

Industry Concentration Workers
Finance and Insurance · Sector 7.84× 40,340
Management of Companies and Enterprises · Sector 4.43× 10,290
Labor Unions and Similar Labor Organizations · National industry 1.83× 160
Direct Health and Medical Insurance Carriers · National industry 1.62× 600
Other Services (except Public Administration) · Sector 1.39× 5,080
Insurance Agencies and Brokerages · National industry 1.34× 1,100
Information · Sector 1.12× 2,700
Utilities · Sector 0.9× 430

Part of the Financial Services career cluster.

Exposure quadrant: AI task-overlap percentile vs Median pay Financial Quantitative Analysts sits at the 94th percentile of AI task-overlap and the 71st percentile of median pay, placed here against 12 adjacent occupations on the same two axes. Lower overlap · higher pay Higher overlap · higher pay Higher overlap · lower pay Lower overlap · lower pay Financial Quantitative Analysts Investment Fund Managers Actuaries Management Analysts Statistical Assistants Business Intelligence Analysts Operations Research Analysts AI task-overlap percentile → ↑ Median pay
AI task-overlap percentile (horizontal) vs. median-pay percentile (vertical), across all scored occupations. This occupation is highlighted; related occupations are plotted alongside it. Overlap measures shared tasks with AI, not automation.

Side-by-side comparisons place two occupations’ pay, preparation, skills, and AI exposure on the same page — same data, same scale, no forecast.

What you can do with this

Options the data surfaces for Financial Quantitative Analysts — not advice or a forecast. Each is a real cross-link you can follow into the evidence.

Skills that travel

Capabilities this work builds that are used across many other occupations.

Paths in

How people typically prepare for this work.

Zoom out

On the global GenAI exposure gradient this work sits around the 82nd percentile of 427 international occupations.

Write a report on thisheadline · factoids · citation

Financial Quantitative Analysts show 94th-percentile AI task overlap — and about 10,300 annual U.S. openings

  • Financial Quantitative Analysts rank in the 94th percentile (High band) for AI task overlap across U.S. occupations — a measure of how much of the work today's AI can attempt, not how much is automated.Eloundou et al. (GPTs are GPTs) + Felten AIOE
  • The occupation is projected to see about 10,300 U.S. job openings per year (2024–34), counting growth and replacement — a labor-demand projection made independently of AI.BLS Employment Projections 2024–34
  • BLS projects employment to be about average (+3.1%) from 2024 to 2034.BLS Employment Projections 2024–34
  • Median annual pay is $80,190, across about 127,450 U.S. workers.BLS OEWS (May 2024)
  • Of the AI use actually observed for this work, 53% looks like augmentation (drafting, iterating, checking) rather than hands-off automation — from a Claude.ai usage sample, not a census.2026-01-15-v4-plus-2025-03-27-v2
Copy the whole kit
Financial Quantitative Analysts show 94th-percentile AI task overlap — and about 10,300 annual U.S. openings

• Financial Quantitative Analysts rank in the 94th percentile (High band) for AI task overlap across U.S. occupations — a measure of how much of the work today's AI can attempt, not how much is automated. (Eloundou et al. (GPTs are GPTs) + Felten AIOE)
• The occupation is projected to see about 10,300 U.S. job openings per year (2024–34), counting growth and replacement — a labor-demand projection made independently of AI. (BLS Employment Projections 2024–34)
• BLS projects employment to be about average (+3.1%) from 2024 to 2034. (BLS Employment Projections 2024–34)
• Median annual pay is $80,190, across about 127,450 U.S. workers. (BLS OEWS (May 2024))
• Of the AI use actually observed for this work, 53% looks like augmentation (drafting, iterating, checking) rather than hands-off automation — from a Claude.ai usage sample, not a census. (2026-01-15-v4-plus-2025-03-27-v2)

Source: Singulariki — "Financial Quantitative Analysts". https://singulariki.com/roles/role-13-2099-01
Note: AI task overlap measures what today's AI can attempt, not automation, job loss, or a forecast.

AssetsShare imageMethodology & sourcesPress & newsroomThe newsroom

Every line is built only from figures this page already shows and cites. AI task overlap means what today's AI can attempt — not automation, job loss, or a forecast.

Sources for this page

Every figure above traces to a named public dataset and the exact release below — not hand-written opinion. See the full methodology for what each measure does and does not mean.

Data compiled June 2, 2026. Figures are estimates, not advice.

Cite this page
Plain

Singulariki. "Financial Quantitative Analysts." Singulariki: a source-backed encyclopedia of work. Built from O*NET 30.3; BLS Occupational Employment and Wage Statistics (OEWS) May 2024; BLS Employment Projections 2024–2034; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); Microsoft “Working with AI” working-with-ai; “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130; AI Occupational Exposure (AIOE) Felten, Raj & Seamans; ILO / Gmyrek et al. GenAI exposure gradient 2025; IBS O*NET-SOC ↔ ISCO-08 occupation crosswalk 2022; Frey & Osborne (2013) frey-osborne-automation; Dingel & Neiman (2020) dingel-neiman-workathome. Accessed June 7, 2026. https://singulariki.com/roles/role-13-2099-01

APA

Singulariki. (2026). Financial Quantitative Analysts. Singulariki: a source-backed encyclopedia of work. Retrieved June 7, 2026, from https://singulariki.com/roles/role-13-2099-01

BibTeX
@misc{singulariki-role-13-2099-01,
  title  = {Financial Quantitative Analysts},
  author = {{Singulariki}},
  year   = {2026},
  note   = {O*NET 30.3; BLS Occupational Employment and Wage Statistics (OEWS) May 2024; BLS Employment Projections 2024–2034; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); Microsoft “Working with AI” working-with-ai; “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130; AI Occupational Exposure (AIOE) Felten, Raj & Seamans; ILO / Gmyrek et al. GenAI exposure gradient 2025; IBS O*NET-SOC ↔ ISCO-08 occupation crosswalk 2022; Frey & Osborne (2013) frey-osborne-automation; Dingel & Neiman (2020) dingel-neiman-workathome. Accessed June 7, 2026},
  url    = {https://singulariki.com/roles/role-13-2099-01}
}

Citations name the underlying public dataset releases — they reflect what this page is built from, not just the URL.

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