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How a financial / investment analyst can use AI, task by task

O*NET 13-2051.00: Financial and Investment AnalystsMedian pay $102,740/year (BLS, May 2025)26 tasksJob Zone 4: Considerable preparation

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

Your job title Type your own title and every prompt on this page updates to match. Also called: Analyst, Credit Products Officer, Equity Research Analyst, Financial Analyst, Investment Analyst, Planning Analyst, Portfolio Manager, Real Estate Analyst, Securities Analyst, Trust Officer.

Where AI fits in this job

AI-ready 35%AI-assist 54%Stays human 12%

Share of the job's tasks, weighted by how important and how frequent each task is (O*NET ratings). 9 AI-ready, 14 AI-assist and 3 human-led tasks out of 26. This measures where AI can help, not whether the job will disappear.

Shape of the job: importance of each kind of work activity (O*NET, 1 to 5).

🗓 Start here on Monday

The most frequent, most important tasks where AI can help right away.

Advise clients on aspects of capitalization, such as amounts, sources, or timing.Explain it clearly
Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.Crunch the numbers
Assess companies as investments for clients by examining company facilities.Crunch the numbers

💪 Lean into these

Core tasks that stay human. These skills get more valuable as the routine work gets automated.

Develop and maintain client relationships.Be there for people
Recommend investments and investment timing to companies, investment firm staff, or the public.Be there for people
Supervise, train, or mentor junior team members.Lead people

🔒 Many of these tasks involve people's information. Remove names and identifying details before using AI, or use only a tool your employer has approved.

AI can draft these 9

AI produces a usable first pass. You review it, fix it and own it.

Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.

AI finds trends and writes the spreadsheet formulas.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 30% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Paste a spreadsheet or table and ask AI to find trends, outliers and totals, or to write the formula you need. It's like having an analyst on call.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.

Context: We use Tableau and Microsoft Power BI.
Question: [price reasonableness, cost trends, profitability]
Data: [paste proposals, reports, history]

Analyze, compare to benchmarks and give a recommendation. Show formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Business data analysis

Step 1Pick a real example: the next time you analyze financial or operational performance of companies facing financial.

Step 2Fill in [Question] and [Data] with the real details, then run the prompt.

Step 3Use it in your next negotiation or estimate. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

O*NET work activity: Analyze business or financial data..

Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.

AI finds trends and writes the spreadsheet formulas.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 43% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Paste a spreadsheet or table and ask AI to find trends, outliers and totals, or to write the formula you need. It's like having an analyst on call.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.

Context: We use Tableau and Microsoft Power BI.
Business question: [fuel cost rise, demand change, process change]
Current figures: [paste]

Build a scenario model with best/expected/worst cases and formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Scenario model

Step 1Pick a real example: the next time you employ financial models.

Step 2Fill in [Business question] and [Current figures] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

O*NET work activity: Apply mathematical models of financial or business conditions..

Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.

AI finds trends and writes the spreadsheet formulas.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 41% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Paste a spreadsheet or table and ask AI to find trends, outliers and totals, or to write the formula you need. It's like having an analyst on call.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.

Context: We use Tableau and Microsoft Power BI.
Business question: [fuel cost rise, demand change, process change]
Current figures: [paste]

Build a scenario model with best/expected/worst cases and formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Scenario model

Step 1Pick a real example: the next time you inform investment decisions.

Step 2Fill in [Business question] and [Current figures] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

O*NET work activity: Apply mathematical models of financial or business conditions.. Also involves: Analyze business or financial data..

Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.

AI finds trends and writes the spreadsheet formulas.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 51% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Paste a spreadsheet or table and ask AI to find trends, outliers and totals, or to write the formula you need. It's like having an analyst on call.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.

Context: We use Tableau and Microsoft Power BI.
Question: [price reasonableness, cost trends, profitability]
Data: [paste proposals, reports, history]

Analyze, compare to benchmarks and give a recommendation. Show formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Business data analysis

Step 1Pick a real example: the next time you interpret data on price.

Step 2Fill in [Question] and [Data] with the real details, then run the prompt.

Step 3Use it in your next negotiation or estimate. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

O*NET work activity: Analyze business or financial data.. Also involves: Assess risks to business operations..

Monitor developments in the fields of industrial technology, business, finance, and economic theory.

AI finds trends and writes the spreadsheet formulas.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 26% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Paste a spreadsheet or table and ask AI to find trends, outliers and totals, or to write the formula you need. It's like having an analyst on call.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to monitor developments in the fields of industrial technology, business, finance, and economic theory.

Context: We use Tableau and Microsoft Power BI.
Industry: [describe]
Sources: [paste statistics or headlines]

Summarize trends and implications. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Industry trends summary

Step 1Pick a real example: the next time you monitor developments in the fields of industrial technology.

Step 2Fill in [Industry] and [Sources] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

O*NET work activity: Analyze industry trends..

Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.

AI finds trends and writes the spreadsheet formulas.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 47% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Paste a spreadsheet or table and ask AI to find trends, outliers and totals, or to write the formula you need. It's like having an analyst on call.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.

Context: We use Tableau and Microsoft Power BI.
Industry: [describe]
Sources: [paste statistics or headlines]

Summarize trends and implications. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Industry trends summary

Step 1Pick a real example: the next time you monitor fundamental economic, industrial and corporate developments.

Step 2Fill in [Industry] and [Sources] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

O*NET work activity: Analyze industry trends..

Prepare all materials for transactions or execution of deals.

AI writes the first draft from your notes; you check every fact.

Show prompt & steps

Give AI your rough notes, numbers or last version and it will turn them into a clean, well-structured first draft. You check every fact and figure before it goes anywhere.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to prepare all materials for transactions or execution of deals.

Context: We use Microsoft SharePoint and Microsoft Word.
Document: [insurance form, loan application, estimate]
Data: [paste figures, details]

Fill the document structure and summarize the request. Use plain language and headings where they help, and mark anything you had to guess with [CHECK].

10-minute exercise: Transaction document

Step 1Pick a real example: the next time you prepare all materials.

Step 2Fill in [Document] and [Data] with the real details, then run the prompt.

Step 3Check every fact, name and number against your source before it goes anywhere.

AI will happily make up numbers, names and dates. Every fact in the draft needs checking against your source.

O*NET work activity: Prepare contracts or other transaction documents..

Prepare plans of action for investment, using financial analyses.

AI drafts the plan, schedule or checklist for you to adjust.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 40% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Describe the goal, the people and the constraints, and AI drafts the plan, schedule or checklist. You adjust it to what you know about real life on the ground.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to prepare plans of action for investment, using financial analyses.

Context: We use Microsoft Project and Oracle Primavera Enterprise Project Portfolio Management.
Plan: [fundraising, product lifecycle, business]
Inputs: [goals, costs, resources]

Draft the plan with activities, timeline, budget and targets. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.

10-minute exercise: Business or fundraising plan

Step 1Pick a real example: the next time you prepare plans of action.

Step 2Fill in [Plan] and [Inputs] with the real details, then run the prompt.

Step 3Cross out anything that won't work on the ground and ask AI to revise with your corrections. Recompute every total yourself.

AI doesn't know your people, your site or your history. Treat its plan as a starting point to react to.

Double-check every number. AI can make arithmetic and rounding mistakes.

O*NET work activity: Develop financial or business plans..

Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.

AI is a patient tutor for new rules and techniques.

Show prompt & steps

AI is a patient personal tutor. It explains new rules, techniques and technology at your level, quizzes you and builds a study plan.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.

Profession: [describe]
Area: [industry deals, safety rules, practice changes]

Brief me on what's new, how it affects my work, and where to keep up. Use examples from my line of work, quiz me with 5 questions one at a time, and list trustworthy sources.

10-minute exercise: Professional update

Step 1Pick a real example: the next time you specialize in green financial instruments.

Step 2Fill in [Profession] and [Area] with the real details, then run the prompt.

Step 3Set up one way to keep up (newsletter, feed).

AI's knowledge has a cutoff date. For new regulations and standards, always confirm against the official source.

Double-check every number. AI can make arithmetic and rounding mistakes.

O*NET work activity: Update professional knowledge..

AI can help you prep these 14

AI speeds up the prep, drafting or thinking. The core of the task is still yours.

Advise clients on aspects of capitalization, such as amounts, sources, or timing.

AI helps you prepare clearer wording and likely questions.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 33% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Use AI to prepare: simpler wording, analogies, likely questions and a one-page handout. The conversation itself is yours.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to advise clients on aspects of capitalization, such as amounts, sources, or timing.

Issue: [market, operations, policy]
Audience: [groups, dealers]

Write advice with reasons. Use plain language, one everyday analogy, and the questions people are most likely to ask with short answers.

10-minute exercise: Business advice

Step 1Pick a real example: the next time you advise clients. Leave out names and identifying details.

Step 2Fill in [Issue] and [Audience] with the real details, then run the prompt.

Step 3Check every answer is right for your workplace before you share it.

Rules, prices and policies change. Make sure AI is working from your current official version.

O*NET work activity: Advise others on business or operational matters..

Assess companies as investments for clients by examining company facilities.

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to assess companies as investments for clients by examining company facilities.

Context: We use Tableau and Microsoft Power BI.
Business: [describe]
Options: [investments, improvements]

Compare options on cost, benefit and risk in a table. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Strategic opportunity scan

Step 1Pick a real example: the next time you assess companies. Leave out names and identifying details.

Step 2Fill in [Business] and [Options] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

O*NET work activity: Identify strategic business investment opportunities.. Also involves: Evaluate condition of properties..

Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.

AI drafts clear messages and talking points.

Show prompt & steps

AI can draft updates, emails and talking points so your message is clear and complete. Relationships and real-time calls are yours.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.

Topic: [claims, cost changes]
Who: [brokers, contractors]

Draft talking points with numbers. Keep it under 150 words with a clear ask, plus a 2-sentence version for chat.

10-minute exercise: Financial discussion

Step 1Pick a real example: the next time you collaborate on projects with other professionals.

Step 2Fill in [Topic] and [Who] with the real details, then run the prompt.

Step 3Edit it until it sounds like you, then send it yourself. Confirm the rules against the current official source.

Never let AI send messages for you. Read every word, because tone mistakes cost trust.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Double-check every number. AI can make arithmetic and rounding mistakes.

O*NET work activity: Confer with others about financial matters..

Collaborate with investment bankers to attract new corporate clients.

AI drafts clear messages and talking points.

Show prompt & steps

AI can draft updates, emails and talking points so your message is clear and complete. Relationships and real-time calls are yours.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to collaborate with investment bankers to attract new corporate clients.

Context: We use Marketo Marketing Automation.
Project: [campaign, merchandise feature]
Partners: [sales, bankers, advertising]

Draft a coordination message and plan. Keep it under 150 words with a clear ask, plus a 2-sentence version for chat.

10-minute exercise: Marketing collaboration

Step 1Pick a real example: the next time you collaborate with investment bankers. Leave out names and identifying details.

Step 2Fill in [Project] and [Partners] with the real details, then run the prompt.

Step 3Edit it until it sounds like you, then send it yourself.

Never let AI send messages for you. Read every word, because tone mistakes cost trust.

O*NET work activity: Collaborate with others in marketing activities..

Conduct financial analyses related to investments in green construction or green retrofitting projects.

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to conduct financial analyses related to investments in green construction or green retrofitting projects.

Context: We use Tableau and Microsoft Power BI.
Investment: [describe]
Data: [costs, policy, market]

Analyze risks and sensitivities. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Green investment risk

Step 1Pick a real example: the next time you conduct financial analyses.

Step 2Fill in [Investment] and [Data] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

O*NET work activity: Analyze risks related to investments in green technology.. Also involves: Analyze business or financial data..

Confer with clients to restructure debt, refinance debt, or raise new debt.

AI helps you prepare clearer wording and likely questions.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 38% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Use AI to prepare: simpler wording, analogies, likely questions and a one-page handout. The conversation itself is yours.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to confer with clients to restructure debt, refinance debt, or raise new debt.

Topic: [duties, budgets, cost analysis]
Audience: [importers, departments]

Explain options clearly. Use plain language, one everyday analogy, and the questions people are most likely to ask with short answers.

10-minute exercise: Financial advice explanation

Step 1Pick a real example: the next time you confer with clients. Leave out names and identifying details.

Step 2Fill in [Topic] and [Audience] with the real details, then run the prompt.

Step 3Check every answer is right for your workplace before you share it.

Rules, prices and policies change. Make sure AI is working from your current official version.

O*NET work activity: Advise others on financial matters..

Create client presentations of plan details.

AI helps you prepare clearer wording and likely questions.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 44% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Use AI to prepare: simpler wording, analogies, likely questions and a one-page handout. The conversation itself is yours.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to create client presentations of plan details.

Deliverable or plan: [describe]
Client: [what they care about]

Structure a short presentation: the headline, 3 key points, visuals to show, and answers to likely objections.

10-minute exercise: Client presentation

Step 1Pick a real example: the next time you create client presentations of plan details. Leave out names and identifying details.

Step 2Fill in [Deliverable or plan] and [Client] with the real details, then run the prompt.

Step 3Rehearse once and check every number on the slides.

Rules, prices and policies change. Make sure AI is working from your current official version.

O*NET work activity: Present work to clients for approval..

Determine the prices at which securities should be syndicated and offered to the public.

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to determine the prices at which securities should be syndicated and offered to the public.

Context: We use Tableau and Microsoft Power BI.
Goods or services: [crops, merchandise, products]
Data: [cost, quality, market prices]

Recommend a value or price range with reasoning and formulas for mark-up or mark-down. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Value and pricing

Step 1Pick a real example: the next time you determine the prices.

Step 2Fill in [Goods or services] and [Data] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

O*NET work activity: Determine the value of goods or services..

Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.

AI generates options and references; taste and the final call are yours.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 31% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Use AI to generate lots of options, references and rough mock-ups fast. The craft, the taste and the final call are what make it yours.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to draw charts and graphs, using computer spreadsheets, to illustrate technical reports.

Subject: [product, property]
Use: [listing, appraisal, store]

Give a shot list, lighting and composition tips. Give 10 quite different options from safe to bold, then develop the best 2.

10-minute exercise: Product or property photos

Step 1Pick a real example: the next time you draw charts and graphs.

Step 2Fill in [Subject] and [Use] with the real details, then run the prompt.

Step 3Pick the idea that sparks something and develop it yourself for 5 minutes.

Check the usage rules for AI images and text in your field, and make sure the final work is original.

O*NET work activity: Create images of data, locations, or products..

Evaluate and compare the relative quality of various securities in a given industry.

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to evaluate and compare the relative quality of various securities in a given industry.

Context: We use Tableau and Microsoft Power BI.
Goods or services: [crops, merchandise, products]
Data: [cost, quality, market prices]

Recommend a value or price range with reasoning and formulas for mark-up or mark-down. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Value and pricing

Step 1Pick a real example: the next time you evaluate and compare the relative quality of various securities.

Step 2Fill in [Goods or services] and [Data] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

O*NET work activity: Determine the value of goods or services..

Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.

AI does the arithmetic and suggests what to look at; the conclusions are yours.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 36% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.

Context: We use Tableau and Microsoft Power BI.
Client situation: [no names]
Figures: [income, expenses, debts, assets]

Summarize financial health, ratios, and options. Show formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Client financial snapshot

Step 1Pick a real example: the next time you evaluate capital needs of clients. Leave out names and identifying details.

Step 2Fill in [Client situation] and [Figures] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

O*NET work activity: Assess financial status of clients.. Also involves: Analyze market conditions or trends..

Perform securities valuation or pricing.

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to perform securities valuation or pricing.

Context: We use Tableau and Microsoft Power BI.
Goods or services: [crops, merchandise, products]
Data: [cost, quality, market prices]

Recommend a value or price range with reasoning and formulas for mark-up or mark-down. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Value and pricing

Step 1Pick a real example: the next time you perform securities valuation.

Step 2Fill in [Goods or services] and [Data] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

O*NET work activity: Determine the value of goods or services..

Present oral or written reports on general economic trends, individual corporations, and entire industries.

AI builds you an answer bank; exceptions and the human touch are yours.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 61% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Build a personal answer bank with AI for the questions you get every day. In the moment, the human touch and the judgment about exceptions are yours.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to present oral or written reports on general economic trends, individual corporations, and entire industries.

Context: We use Salesforce software.
Topic: [cases, satisfaction data]
Audience: [committee, managers]

Write key points and Q&A. Keep answers to 2-3 sentences and flag any that depend on the situation.

10-minute exercise: Business presentation

Step 1Pick a real example: the next time you present oral or written reports.

Step 2Fill in [Topic] and [Audience] with the real details, then run the prompt.

Step 3Save the answers you'd actually use and tweak each one the first time you send it.

Don't paste customers' personal details into AI tools. Describe the situation instead.

O*NET work activity: Present business-related information to audiences..

Purchase investments for companies in accordance with company policy.

AI preps the paperwork; approving and paying stay with you.

Show prompt & steps

AI can prep the paperwork, extract details from documents and make checklists. Approving, paying and verifying stay with you.

Ready-to-use prompt

I work as a financial / investment analyst. Part of my job is to purchase investments for companies in accordance with company policy.

Context: We use Intuit QuickBooks and SAP software.
Products: [farm products, merchandise]
Requirements: [quality, quantity]

Organize a purchase plan. Point out anything missing or inconsistent and suggest a template I can reuse.

10-minute exercise: Purchasing products

Step 1Pick a real example: the next time you purchase investments.

Step 2Fill in [Products] and [Requirements] with the real details, then run the prompt.

Step 3Save the template and use it on the next one. Time both.

Personal, financial and health data shouldn't go into AI tools unless your employer has approved one for it.

O*NET work activity: Purchase products or services..

These stay human 3

They need your hands, your presence or your accountable judgment. Lean into them: they get more valuable as routine work is automated.

Develop and maintain client relationships.

Human connection. Use AI only before and after, to prepare.

Show prep prompt & steps

Where AI still helps: Use AI before and after, not during. Prepare talking points, practise a hard conversation, or turn your notes into a follow-up.

Prep prompt

I work as a financial / investment analyst. Part of my job is to develop and maintain client relationships.

Event or contact: [trade show, conference, introduction]
My goal: [suppliers, clients, partners]

Prepare a 20-second intro, 5 good questions, and a follow-up message template. Then play someone I meet.

10-minute exercise: Networking prep

Step 1Pick a real example: the next time you develop and maintain client relationships. Leave out names and identifying details.

Step 2Fill in [Event or contact] and [My goal] with the real details, then run the prompt.

Step 3Follow up within two days with the people you met.

O*NET work activity: Develop business relationships..

Recommend investments and investment timing to companies, investment firm staff, or the public.

Human connection. Use AI only before and after, to prepare.

Show prep prompt & steps

Where AI still helps: Use AI before and after, not during. Prepare talking points, practise a hard conversation, or turn your notes into a follow-up.

Prep prompt

I work as a financial / investment analyst. Part of my job is to recommend investments and investment timing to companies, investment firm staff, or the public.

Client situation: [goals, risk, no personal data]
Options: [describe]

Prepare a recommendation explanation and risks. Then play the client. Suggest ways to open, phrases to avoid, and how to handle it if things get tense. Then play the other person so I can practice.

10-minute exercise: Investment recommendation prep

Step 1Pick a real example: the next time you recommend investments and investment.

Step 2Fill in [Client situation] and [Options] with the real details, then run the prompt.

Step 3After the real conversation, write down what worked so you can reuse it.

📊 People already use AI around this task (Anthropic Economic Index, Apr 2026 to May 2026). The task itself stays human-led.

O*NET work activity: Recommend investments to clients..

Supervise, train, or mentor junior team members.

Leading people runs on trust. AI can prep the paperwork around it.

Show prep prompt & steps

Where AI still helps: AI can prep the paperwork around leading: meeting agendas, feedback drafts, rotas, briefings and difficult-conversation rehearsals.

Prep prompt

I work as a financial / investment analyst. Part of my job is to supervise, train, or mentor junior team members.

Team: [describe]
Issue or goal: [performance, change, priority]

Help me prepare: the key message in 2 sentences, what good looks like, how people might react and how I'll respond, and one thing I'll check next week.

10-minute exercise: Supervising employees

Step 1Pick a real example: the next time you supervise, train, or mentor junior team members. Leave out names and identifying details.

Step 2Fill in [Team] and [Issue or goal] with the real details, then run the prompt.

Step 3Follow through on what you said you'd check.

O*NET work activity: Supervise employees.. Also involves: Train personnel to enhance job skills..

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