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Spécialistes financiers, autres

Professions des affaires et des opérations financières · Compétences professionnelles · SOC 13-2099 · 233 skills

Contexte du métier

Ces tâches O*NET décrivent le métier et donnent le contexte de la correspondance SOC ; elles ne signifient pas que chaque Skill de la liste accomplit toutes les tâches.

  • Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation.
  • Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models.
  • Interpret results of financial analysis procedures.

Les tâches O*NET sont affichées dans leur langue source (anglais). Les données sur les tâches sont extraites de la O*NET® 29.1 Database de l’USDOL/ETA et utilisées sous CC BY 4.0.

Sources représentatives

Un échantillon limité de Skills populaires associés à ce métier, avec au plus un Skill par dépôt GitHub. La liste complète suit ci-dessous.

patent-valuation
1.3k
revfactoryrevfactory/harness-100
Patent valuation framework. Referenced by the ip-analyst and license-strategist agents when calculating the economic value of IP assets. Use for 'patent value', 'IP valuation', or 'royalty calculation' requests. Legal patent infringement assessment and litigation representation are out of scope.
trader-agent
642
majiayu000majiayu000/claude-skill-registry
Short-term technical analysis specialist. Focuses on price action, chart patterns, momentum indicators, and volume analysis to identify optimal entry/exit points for trades.
financial-fraud-protection
591
FerroxLabsFerroxLabs/wayland
Comprehensive guide to protecting against financial fraud including identity theft prevention strategies, credit monitoring setup, scam identification (phishing, vishing, romance, investment), fraud reporting procedures, credit freeze and lock mechanisms, recovery steps after fraud occurs, elder fraud awareness, and teaching children about scam recognition. Use when the user asks about financial fraud protection, related techniques, best practices, or needs guidance in this domain. Do NOT use when the request is outside the scope of financial fraud protection or requires a different specialized skill.
banking-sector
396
openaccountantsopenaccountants/openaccountants
> Use this skill whenever a bank, neobank, payment institution, e-money institution, or regulated financial holding company asks about accounting, regulatory capital, or tax issues specific to financial institutions. Trigger on phrases like "bank tax", "bank levy", "IRB approach", "standardised approach", "IFRS 9 ECL", "FRTB", "Basel III", "Basel IV", "CRR/CRD", "Prudential regulation", "PRA", "ECB SSM", "FED CCAR", "OSFI", "expected credit loss", "ICAAP", "ILAAP", "stress testing", "interchange fee", "MREL", "TLAC", "resolution planning", "deposit guarantee scheme contribution", or any question about bank accounting / tax / regulation. Covers IFRS 9 ECL, capital adequacy interactions with tax (DTA recognition), bank levies (UK, EU), specific tax rules for banks (FTT, securitisation, hedge accounting). Does NOT cover: detailed banking regulation (CRR/CRD specifics, FRTB calibration); audit of banks (see statutory-audit-workflow-base); routine corporate tax (see corporate-income-tax-workflow-base).

Tous les Skills associés

Parcourez l’association complète par popularité du dépôt ou activité récente de la source.

Les noms et descriptions des Skills restent dans la langue fournie par leur dépôt source.

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banking-sector
396
openaccountantsopenaccountants/openaccountants
> Use this skill whenever a bank, neobank, payment institution, e-money institution, or regulated financial holding company asks about accounting, regulatory capital, or tax issues specific to financial institutions. Trigger on phrases like "bank tax", "bank levy", "IRB approach", "standardised approach", "IFRS 9 ECL", "FRTB", "Basel III", "Basel IV", "CRR/CRD", "Prudential regulation", "PRA", "ECB SSM", "FED CCAR", "OSFI", "expected credit loss", "ICAAP", "ILAAP", "stress testing", "interchange fee", "MREL", "TLAC", "resolution planning", "deposit guarantee scheme contribution", or any question about bank accounting / tax / regulation. Covers IFRS 9 ECL, capital adequacy interactions with tax (DTA recognition), bank levies (UK, EU), specific tax rules for banks (FTT, securitisation, hedge accounting). Does NOT cover: detailed banking regulation (CRR/CRD specifics, FRTB calibration); audit of banks (see statutory-audit-workflow-base); routine corporate tax (see corporate-income-tax-workflow-base).
denmark-vat-return
396
openaccountantsopenaccountants/openaccountants
Use this skill whenever asked to prepare, review, or classify transactions for a Danish VAT return (Momsangivelse) for a self-employed individual or small business in Denmark. Trigger on phrases like "prepare VAT return", "do the VAT", "Danish VAT", "moms", "momsangivelse", or any request involving Denmark VAT filing. Also trigger when classifying transactions for VAT purposes from bank statements, invoices, or other source data. This skill covers Denmark only and only standard-registered businesses. Loensumsafgift-only entities, VAT groups, and fiscal representatives are in the refusal catalogue. MUST be loaded alongside BOTH vat-workflow-base v0.1 or later (for workflow architecture) AND eu-vat-directive v0.1 or later (for EU directive content). ALWAYS read this skill before touching any Danish VAT work.
digital-services-tax-matrix
396
openaccountantsopenaccountants/openaccountants
> Use this skill whenever a digital services provider asks about country-level Digital Services Tax (DST) exposure. Trigger on phrases like "DST", "digital services tax", "digital tax", "France DST", "UK DST", "Italy DST", "Spain DST", "Austria DST", "Turkey DST", "India equalisation levy", "Kenya DST", "Canada DST", "DST nexus", "DST scope", "user location attribution", "DST and Pillar One", "DST sunset", or any request to assess whether a service falls within a country's DST. Covers all DSTs in force or proposed as of mid-2025 across 25+ jurisdictions including the Canada DST (in force from 28 June 2024, retroactive to 2022) and India's equalisation levy regime. Maps the scope, rate, threshold, taxable services definition, user-location attribution method, filing/payment mechanics, and Pillar One Amount A interaction.

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