11 December 2025
As artificial intelligence continues to reshape investment management - from data analysis and portfolio construction to trade execution . mid‑career finance professionals face a pivotal challenge: how to stay relevant in an industry undergoing rapid technological transformation. CFA Institute’s recent guidance underscores that succeeding in this new era will require more than technical adaptation; it will demand strategic learning, cross‑generational collaboration and an emphasis on uniquely human capabilities.
The AI Landscape Is Shifting Fast
While generative AI (GenAI) tools such as large language models are already widely used, the next frontier - i.e., Agentic AI - promises to go further by managing complex workflows independently, including multi‑step investment processes. According to industry forecasts, Agentic AI could deliver productivity gains well beyond today’s copilots, allowing professionals to oversee and steer AI “teams” rather than perform every task manually.
As Vanguard’s Head of Global Talent Management notes, AI literacy will soon be indispensable: “I really don’t see a role type where not having AI literacy is going to be okay in the future.”
Practical Guidance for Mid‑Career Professionals
CFA Institute’s guide offers actionable advice for professionals navigating this transition:
-
Become fluent with AI workflows, not necessarily an AI expert. The goal is to understand how AI tools improve efficiency and support decision‑making in daily tasks such as research synthesis, data exploration and customized portfolio proposals.
-
Adopt a proactive learning strategy. Staying current requires engaging with multiple channels - from the CFA Institute’s The Automation Ahead series to fintech newsletters and industry events - and integrating learning into everyday work.
-
Work with and learn from younger colleagues. Cross‑generational collaboration can unlock insights into digital workflows that “digital natives” navigate naturally, while seasoned professionals bring context, judgement and strategic thinking.
-
Reflect on your evolving role. Mid‑career professionals are advised to assess which tasks can be automated and which continue to add unique value, such as oversight, critical thinking and strategic judgement — areas where humans still outperform machines.
Human Skills Still Matter — Perhaps More Than Ever
Even with increasingly capable AI, human skills remain central. Professionals must be able to interpret AI outputs, communicate insights effectively, and win trust - skills that technology alone cannot replicate. As one expert quoted in the article notes, being able to frame questions well, iterate thoughtfully and consider ethical implications distinguishes the most adaptable professionals.
Implications for CFA Society Italy Members
For members of CFA Society Italy, this guide offers timely reminders and strategic direction: first, invest in continuous learning. AI literacy and technological fluency should become part of lifelong professional development, complementing the Society’s broader focus on ethics, risk management and portfolio strategy. Then, balance technology with judgement. As AI tools take over repetitive tasks, charterholders can differentiate themselves by enhancing their decision‑making frameworks, client communication and governance oversight. Furthermore, foster cross‑disciplinary skills. Effective use of AI will depend not only on technical understanding but also on interpersonal abilities such as collaboration, storytelling and stakeholder engagement.
Conclusion
The proliferation of AI in investment management should not be seen as a threat to professionals’ relevance, as it’s a catalyst for evolution. By embracing AI tools thoughtfully, pursuing lifelong learning and centering uniquely human capabilities, mid‑career finance professionals can not only adapt but thrive, shaping the future of the industry with credibility and purpose.