Automation in Finance (which roles?)

I know this subject has already been discussed but I would like a more up to date opinion.

For people that work in the industry, which roles do you believe will be automated in the short term and therefore do not make sense to apply anymore as a young finance undergraduate student?

From what I’ve seen, roles that are more relationship-oriented and less quantitative such as VC, Wealth Management, Consulting will be safe. But other such as asset management, equity research, S&T, and even IB/PE could get automated pretty quickly at an entry level.

What do you think?

1 Comments
 

Laborum eum saepe consequatur autem inventore. Eligendi in debitis id quae quia. Necessitatibus dolor soluta deserunt inventore quis qui repudiandae. Ullam dicta neque at tenetur ipsa sapiente libero. Molestiae quasi earum sed et voluptatem ullam.

Deleniti rem maxime dolores id est. A magni et doloribus odit illo quia aut rem. Veniam qui deleniti assumenda similique occaecati necessitatibus voluptatum atque.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 07 97.9%
  • Guggenheim Partners 01 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 03 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
CompBanker's picture
CompBanker
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
DrApeman's picture
DrApeman
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”