Role

AI for Financial Analysts

Founder, Automation Squad

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

Financial and Investment Analysts · O*NET 13-2051.00 · Job Zone 4 · sourced from the U.S. Department of Labor occupation database

Automation coverage

26 of 40tools on this list have an AI solution available today

Counted by matching the tools this occupation is documented as using against a corpus of 226,452 AI products, MCP servers, skills and connectors. Where a tool has no match, we say so rather than inventing one.

AI you can use for this job

112 matched to the tools financial and investment analysts use. Showing 24.

Google Docs
App
Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Docs MCP or direct API to create, edit, search, summarize, and share documents through natural language.
Make (make.com)
Google Slides
App
Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Slides MCP or direct API to create new presentations, update slides, extract content, and collaborate on decks through natural language.
Make (make.com)
Microsoft Outlook
MCP server
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Microsoft Outlook
Microsoft Power Bi
App
Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Microsoft Power Bi MCP or direct API to list workspaces, inspect reports, refresh datasets, and summarize dashboard insights through natural language.
Make (make.com)
Salesforce
MCP server
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Salesforce
Tableau
App
Tableau is a business intelligence and analytics platform that enables users to connect to databases, create data visualizations, and share insights. The platform offers deployment options including cloud-based, self-hosted, and desktop environments with drag-and-drop functionali
Make (make.com)
Tableau
MCP server
Financial Modeling Prep
MCP server
Google Docs
MCP server
Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
Google Docs
Google Slides
MCP server
Google Slides allows you to create, edit, and share presentations with anyone, online, for free.
Google Slides
HRnest
App
HRnest is a human resource management software designed to help assist businesses with employee scheduling, leave requests, time tracking, onboarding, document circulation, and more from within a unified platform. Staff members can receive email notifications about changes in tim
Marketo
MCP server
Marketo's marketing automation software helps marketers engage customers and prospects.
Marketo
Microsoft Excel
MCP server
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are su
Microsoft Excel
Microsoft OneNote
App
Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Microsoft OneNote MCP or direct API to create notes, search notebooks, update pages, and organize sections through natural language.
Microsoft Power BI
MCP server
Microsoft Power BI is a business analytics platform for visualizing data and sharing insights.
Microsoft Power BI
Microsoft Word
MCP server
Office Powerpoint
MCP server
Office Word
MCP server
Powerpoint
MCP server
Sage Accounting
MCP server
Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.
Sage Accounting
SmartEmailing
App
Make (make.com)
Zoho Analytics
App
BI software that helps extract actionable insights from data, enabling better decision-making and driving informed business actions
ADP Workforce Now
App
Make (make.com)
Accountingsuite
App

The tools this job actually uses

180 documented for this occupation. Showing 40, hot technologies first. A filled dot means an AI solution exists for it.

Alteryx softwarehot
Apache Hivehot
Google Docshot
IBM SPSS Statisticshot
Intuit QuickBookshot
Marketo Marketing Automationhot
Microsoft Accesshot
Microsoft Excelhot
Microsoft Office softwarehot
Microsoft Outlookhot
Microsoft Power BIhot
Microsoft PowerPointhot
Microsoft Projecthot
Microsoft SharePointhot
Microsoft SQL Serverhot
Microsoft SQL Server Reporting Services SSRShot
Microsoft Visiohot
Microsoft Visual Basichot
Microsoft Visual Basic for Applications VBAhot
Microsoft Wordhot
Oracle Databasehot
Oracle PeopleSofthot
Oracle Primavera Enterprise Project Portfolio Managementhot
Rhot
Salesforce softwarehot
SAP softwarehot
SAShot
Structured query language SQLhot
Tableauhot
Teradata Databasehot
The MathWorks MATLABhot
Workday softwarehot
Yardi softwarehot
ADP Workforce Now
Advanced Portfolio Technologies Report Builder
Advanced Portfolio Technologies Simulator
Analyse-it
AnalyzerXL
Annuities analysis software
Apache Pig

What this job involves

26 documented tasks, most important first. Showing 24.

Advise clients on aspects of capitalization, such as amounts, sources, or timing.
Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
Assess companies as investments for clients by examining company facilities.
Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
Collaborate with investment bankers to attract new corporate clients.
Conduct financial analyses related to investments in green construction or green retrofitting projects.
Confer with clients to restructure debt, refinance debt, or raise new debt.
Create client presentations of plan details.
Determine the prices at which securities should be syndicated and offered to the public.
Develop and maintain client relationships.
Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
Evaluate and compare the relative quality of various securities in a given industry.
Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
Monitor developments in the fields of industrial technology, business, finance, and economic theory.
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.
Perform securities valuation or pricing.
Prepare all materials for transactions or execution of deals.
Prepare plans of action for investment, using financial analyses.
Present oral or written reports on general economic trends, individual corporations, and entire industries.
Purchase investments for companies in accordance with company policy.
Recommend investments and investment timing to companies, investment firm staff, or the public.

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