Distribution across 36 profiles.
Middle half of Investment Bankers score between 27% and 32%.
0%
50%
100%
p10 · 24%
36% · p90
Task breakdown by work type
On-screen work27%
Done entirely on a computer. High AI exposure — these tasks are already in the automation zone.
In-person + screen45%
Physical sensing, digital output — e.g. interviewing someone then writing a report. Partially protected.
Computer + action0%
Computer input, real-world output — needs someone to act on it, not just software.
Fully in-person28%
No computer required. Furthest from automation — the strongest human advantage.
Typical tasks
3 synthetic profiles for a Investment Banker, ordered by automation exposure.
Tab between them to see how task mix drives the score difference.
TaskTimeTypeExposure
Client relationship management (e.g., attending meetings, calls, and networking events to understand client needs, build trust, and maintain long-term relationships)
some context neededsocial core
33%AA
1%
Financial modeling and valuation (e.g., building discounted cash flow models, comparable company analysis, precedent transaction analysis in Excel or specialized software)
deep expertise
29%DD
34%
Internal coordination and team management (e.g., delegating tasks to analysts, reviewing work, and ensuring deadlines are met for deal teams)
some context neededsocial core
21%AA
4%
Due diligence and deal execution (e.g., coordinating with lawyers, accountants, and other advisors to gather and analyze data for mergers, acquisitions, or capital raises)
deep expertisesocial element
9%AD
14%
Preparing pitch books and presentations for clients (e.g., creating PowerPoint decks outlining strategic recommendations, market overviews, and potential deal structures)
4%AD
25%
Regulatory and compliance checks (e.g., ensuring deal structures adhere to financial regulations and internal risk policies)
1%DD
65%
Market research and industry analysis (e.g., tracking trends, regulatory changes, and competitor activity to inform deal strategies)
1%AD
42%
TaskTimeTypeExposure
Preparing pitch books and presentations for clients (e.g., creating PowerPoint decks outlining strategic recommendations, market overviews, and potential deal structures)
28%AD
28%
Client relationship management (e.g., attending meetings, calls, and networking events to understand client needs, build trust, and maintain long-term relationships)
deep expertisesocial core
17%AA
0%
Due diligence and deal execution (e.g., coordinating with lawyers, accountants, and other advisors to gather and analyze data for mergers, acquisitions, or capital raises)
deep expertisesocial element
15%AD
13%
Financial modeling and valuation (e.g., building discounted cash flow models, comparable company analysis, precedent transaction analysis in Excel or specialized software)
15%DD
85%
Market research and industry analysis (e.g., tracking trends, regulatory changes, and competitor activity to inform deal strategies)
15%AD
36%
Internal coordination and team management (e.g., delegating tasks to analysts, reviewing work, and ensuring deadlines are met for deal teams)
deep expertisesocial core
8%AA
6%
Regulatory and compliance checks (e.g., ensuring deal structures adhere to financial regulations and internal risk policies)
1%DD
67%
TaskTimeTypeExposure
Financial modeling and valuation (e.g., building discounted cash flow models, comparable company analysis, precedent transaction analysis in Excel or specialized software)
22%DD
62%
Due diligence and deal execution (e.g., coordinating with lawyers, accountants, and other advisors to gather and analyze data for mergers, acquisitions, or capital raises)
deep expertisesocial element
19%AD
18%
Client relationship management (e.g., attending meetings, calls, and networking events to understand client needs, build trust, and maintain long-term relationships)
deep expertisesocial core
18%AA
0%
Market research and industry analysis (e.g., tracking trends, regulatory changes, and competitor activity to inform deal strategies)
16%AD
35%
Preparing pitch books and presentations for clients (e.g., creating PowerPoint decks outlining strategic recommendations, market overviews, and potential deal structures)
15%AD
33%
Regulatory and compliance checks (e.g., ensuring deal structures adhere to financial regulations and internal risk policies)
6%DD
61%
Internal coordination and team management (e.g., delegating tasks to analysts, reviewing work, and ensuring deadlines are met for deal teams)
deep expertisesocial core
0%AA
9%
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AI tools for this role
Tools relevant to the most automatable tasks in this profession.
