O*NET-SOC 13-2054.00

Financial Risk Specialists

Analyze and measure exposure to credit and market risk threatening the assets, earning capacity, or economic state of an organization. May make recommendations to limit risk.

From O*NET 30.3

Tasks

From O*NET 30.3, by importance, as O*NET OnLine lists them

Free · O*NET 30.3

Analyze areas of potential risk to the assets, earning capacity, or success of organizations.21605
Analyze new legislation to determine impact on risk exposure.21606
Conduct statistical analyses to quantify risk, using statistical analysis software or econometric models.21607
Confer with traders to identify and communicate risks associated with specific trading strategies or positions.21608
Consult financial literature to ensure use of the latest models or statistical techniques.21609
Contribute to development of risk management systems.21610
Determine potential environmental impacts of new products or processes on long-term growth and profitability.21611
Develop contingency plans to deal with emergencies.21612
Develop or implement risk-assessment models or methodologies.21613
Devise scenario analyses reflecting possible severe market events.21614
Devise systems or processes to monitor validity of risk assessments.21615
Document, and ensure communication of, key risks.21616
Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.21617
Evaluate and compare the relative quality of various securities in a given industry.21618
Evaluate the risks and benefits involved in implementing green building technologies.21619
Evaluate the risks related to green investments, such as renewable energy company stocks.21620
Gather risk-related data from internal or external resources.21621
Identify key risks and mitigating factors of potential investments, such as asset types and values, legal and ownership structures, professional reputations, customer bases, or industry segments.21622
Inform financial decisions by analyzing financial information to forecast business, industry, or economic conditions.21623
Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.21624
Maintain input or data quality of risk management systems.21625
Meet with clients to answer queries on subjects such as risk exposure, market scenarios, or values-at-risk calculations.21626
Monitor developments in the fields of industrial technology, business, finance, and economic theory.21627
Prepare plans of action for investment, using financial analyses.21628
Produce reports or presentations that outline findings, explain risk positions, or recommend changes.21629
Provide statistical modeling advice to other departments.21630
Recommend investments and investment timing to companies, investment firm staff, or the public.21631
Recommend ways to control or reduce risk.21632
Review or draft risk disclosures for offer documents.21633
Track, measure, or report on aspects of market risk for traded issues.21634

Technology Skills

From O*NET 30.3, 190 examples in 30 categories, 43 Hot Technology

Free · O*NET 30.3

Human resources software

ADP Workforce Now
Human resource management software HRMS

Financial analysis software

Advanced Portfolio Technologies Report Builder
Advanced Portfolio Technologies Simulator
AnalyzerXL
Annuities analysis software
Aspen Graphics Technical Analysis Software
BizBench
BizPricer
Business Forecast Systems Forecast Pro
DealMaven Comparable Company Valuation Analysis
DealMaven M&A Accretion/Dilution One-Pager
DealMaven Modeling ToolPack for Excel
Delphi Technology
Derivatives Imagine Trading System
Derivicom FinOptions XL
Economic forecasting software
Experian Credinomics
Express Business Valuations
Financial modeling software
FinEng Solutions PerfoRM
FinEng Solutions Quantis
Fractal pattern analysis software
Genetic algorithm optimization software
Harland Financial Solutions DecisionPro
I-flex Solutions Reveleus Investment Performance Measurement
Innova Financial Solutions Derivatives Expert
Leading Market Technologies EXPO
Longview Consolidation
Longview Performance Management Platform
Longview Solutions Khalix
Market forecast software
MergerStat Control Premiums
MergerStat Price to Earnings Ratios
MoneySoft Corporate Valuation
Monte Carlo simulation software
Montgomery Investment Technology Bonds XL
Montgomery Investment Technology Exotics XL
Montgomery Investment Technology FinTools
Montgomery Investment Technology Options XL
Montgomery Investment Technology QuoteTools
Montgomery Investment Technology Risk XL
Montgomery Investment Technology SigTools
Moss Adams Profit Mentor
Mutual fund analysis software
NeuroSolutions Trading Solutions
OptionVue Options Analysis
Oracle E-Business Suite Financials
Palisade Bond @nalyst
Peer-to-Peer Financial Analysis
Pi Blue OptWorks Excel
Portfolio management software
Pricing software
Quantifying marketability discount QMD modeling software
RiskMetrics Group WealthBench
Securities analysis software
Spreadware Business Financial Analysis
Spreadware Business Valuator
Spreadware Pro Forma
Steele Mutual Fund and Variable Annuity Expert
SunGard BancWare
SunGard Kiodex Risk Workbench
TechHackers Convertible Bond @nalyst
TechHackers Credit @nalyst
TechHackers Exotic @nalyst
TechHackers Financial @nalyst
TechHackers IRO @nalyst
TechHackers MBS @nalyst
TechHackers Swap @nalyst
Tetrahex Fractal Finance
Tips Standard Securities Calculation Bond Analytics Module
Tips Standard Securities Calculation Mortgage-Backed Analytics Module
Trendsetter Software ProAnalyst
Unlimited Learning Resources Valusource Pro
ValuSource BIZCOMPS
Whitebirch Software Projected Financials
Wolfram Research Derivatives
Wolfram Research Mathematica Finance Essentials
Wolfram Research Mathematica UnRisk Pricing Engine

Data base user interface and query software

Amazon Web Services AWS softwareHot Technology
FileMaker Pro
IBM Lotus Approach
Microsoft AccessHot Technology
Microsoft SQL ServerHot Technology
Oracle DatabaseHot Technology
PyTorchHot Technology
ServiceNowHot Technology
Structured query language SQLHot TechnologyIn Demand
Yardi softwareHot Technology

Analytical or scientific software

Analyse-it
Aptech Systems GAUSS
Data visualization software
Decisioneering Crystal Ball
Genetic algorithm software
IBM SPSS StatisticsHot Technology
Insightful S-PLUS
Keypoint DataDesk
Mathematical software
Neural network modeling software
Palisade Evolver
Palisade StatTools
Pattern recognition software
SASHot Technology
SAS JMP
StataCorp Stata
TensorFlowHot Technology
The MathWorks MATLABHot Technology
Ward Systems Group GeneHunter
Ward Systems Group NeuralShell Predictor
Wolfram Research Mathematica

Data base management system software

Apache HiveHot Technology
Apache Pig
Teradata DatabaseHot Technology

Spreadsheet software

Apple AppleWorks
Corel QuattroPro
IBM Lotus 1-2-3
Microsoft ExcelHot TechnologyIn Demand

Presentation software

Apple Keynote
DealMaven PresLink for PowerPoint and Word
Google Slides
Microsoft PowerPointHot TechnologyIn Demand

Content workflow software

Atlassian JIRAHot Technology

Object or component oriented development software

C++Hot Technology
PerlHot Technology
PythonHot TechnologyIn Demand
RHot TechnologyIn Demand

Information retrieval or search software

dailyVest Investment Personalization Platform
Factiva
LexisNexis
S&P Capital IQ
Standard & Poor's Capital IQ Compustat
TradeTools Financial Market Databases
TradeTools Monthly U.S. Economic Database
Ward Systems Group NeuroShell Trader

Accounting software

Fund accounting software
Intuit QuickBooksHot Technology
Sage 50 Accounting
Tax software

Word processing software

Google DocsHot Technology
Microsoft OneNote
Microsoft WordHot Technology
Report generation software

Business intelligence and data analysis software

IBM Cognos Impromptu
Microsoft Power BIHot TechnologyIn Demand
MicroStrategy
Oracle Business Intelligence Enterprise Edition
Qlik Tech QlikView
TableauHot TechnologyIn Demand

Electronic mail software

IBM Notes
Microsoft Exchange
Microsoft OutlookHot Technology

Enterprise system management software

IBM Power Systems software

Expert system software

Ivorix Neurostrategy Finance
Matheny Pattern Forecaster Plus
NeuroSolutions for MatLab

Operating system software

LinuxHot Technology
UNIXHot Technology

Enterprise resource planning ERP software

Management information systems MIS
Microsoft Dynamics
Microsoft Dynamics GP
NetSuite ERP
Oracle Fusion Applications
Oracle Hyperion
Oracle JD Edwards EnterpriseOne
Oracle PeopleSoftHot Technology
Oracle PeopleSoft Financials
SAP Business Objects
SAP BusinessObjects Data Integrator
SAP softwareHot Technology
SSA Global Infinium Financial Management

Sales and marketing software

Marketo Marketing AutomationHot Technology

Transaction security and virus protection software

McAfee

Development environment software

Microsoft Azure softwareHot Technology
Microsoft Visual BasicHot Technology
Microsoft Visual Basic for Applications VBAHot Technology
RubyHot Technology

Office suite software

Microsoft Office softwareHot TechnologyIn Demand

Project management software

Microsoft ProjectHot Technology
Oracle Primavera Enterprise Project Portfolio ManagementHot Technology

Document management software

Microsoft SharePointHot Technology
Microsoft SharePoint Server

Data base reporting software

Microsoft SQL Server Reporting Services SSRSHot Technology
Reporting software
SAP Crystal Reports

Process mapping and design software

Microsoft VisioHot Technology

Charting software

Montgomery Investment Technology Utility XL
TickQuest NeoTicker

Configuration management software

Perforce Helix software

Customer relationship management CRM software

Salesforce softwareHot Technology

Internet browser software

Web browser software

Detailed Work Activities

From O*NET 30.3, under their work activities; open one for the AI skills Workforce Automation maps to it

Free · O*NET 30.3

Getting Information

Gather organizational performance information.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Monitoring Processes, Materials, or Surroundings

Monitor business indicators.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Analyzing Data or Information

Analyze industry trends.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Assess risks to business operations.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Analyze risks related to investments in green technology.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Evaluate applicable laws and regulations to determine impact on organizational activities.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Apply mathematical models of financial or business conditions.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Analyze business or financial data.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 5 of 66 AI skills mapped to this activity, by automation level
- Replaces 3
- Augments 55
- Supports 2
- Informs 6
- Manusclaudeskills.infoReplaces
- Csv data summarizerclaudeskills.infoReplaces
- Agent trading predictorruvnet/ruflo1,254 installsReplaces
  Gen Agent Trust Hub Pass
  Runlayer Pass
  Snyk Pass
  Socket Warn
  ZeroLeaks Pass
- us-stock-analysistradermonty/claude-trading-skills5,633 installsAugments
  Gen Agent Trust Hub Pass
  Runlayer Warn
  Snyk Warn
  Socket Pass
  ZeroLeaks Pass
- business-analytics-reporterailabs-393/ai-labs-claude-skills2,221 installsAugments
  Gen Agent Trust Hub Pass
  Runlayer Pass
  Snyk Pass
  Socket Pass
  ZeroLeaks Pass

Making Decisions and Solving Problems

Determine the value of goods or services.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Thinking Creatively

Develop financial or business plans.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Create images of data, locations, or products.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Develop contingency plans to deal with organizational emergencies.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Updating and Using Relevant Knowledge

Update professional knowledge.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment

Develop business or financial information systems.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 5 of 7 AI skills mapped to this activity, by automation level
- Augments 1
- Supports 5
- Informs 1
- Java spring developmentmindrally/skills933 installsAugments
  Gen Agent Trust Hub Pass
  Runlayer Warn
  Snyk Pass
  Socket Pass
  ZeroLeaks Pass
- Awsclaudeskills.infoSupports
- system-designwondelai/skills6,203 installsSupports
  Gen Agent Trust Hub Pass
  Runlayer Warn
  Snyk Pass
  Socket Pass
  ZeroLeaks Pass
- Architecture patternssickn33/antigravity-awesome-skills900 installsSupports
  Gen Agent Trust Hub Pass
  Runlayer Pass
  Snyk Pass
  Socket Pass
  ZeroLeaks Pass
- Software architecturedavila7/claude-code-templates530 installsSupports
  Gen Agent Trust Hub Pass
  Runlayer Warn
  Snyk Pass
  Socket Pass
  ZeroLeaks Pass
Develop financial analysis methods.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Documenting/Recording Information

Prepare financial documents, reports, or budgets.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Maintain data in information systems or databases.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 5 of 23 AI skills mapped to this activity, by automation level
- Replaces 3
- Augments 17
- Supports 2
- Informs 1
- Agent memory architectureclaudeskills.infoReplaces
- Prismic automationclaudeskills.infoReplaces
- Contentful automationclaudeskills.infoReplaces
- Knowledge opsaffaan-m/everything-claude-code8,594 installsAugments
  Gen Agent Trust Hub Pass
  Snyk Warn
  Socket Pass
  ZeroLeaks Pass
- Google sheetsclaudeskills.infoAugments
Prepare regulatory or compliance documentation.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Interpreting the Meaning of Information for Others

Educate clients on financial planning topics.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Communicating with People Outside the Organization

Present business-related information to audiences.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Coordinating the Work and Activities of Others

Confer with others about financial matters.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 4 of 4 AI skills mapped to this activity, by automation level
- Supports 3
- Informs 1
- Affiliate marketingclaudeskills.infoSupports
- Google workspaceclaudeskills.infoSupports
- Founder osclaudeskills.infoSupports
- Pricingcoreyhaines31/marketingskillsInforms

Providing Consultation and Advice to Others

Advise others on business or operational matters.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Advise others on analytical techniques.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Recommend investments to clients.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Job Zone

From O*NET 30.3

Free · O*NET 30.3

Job Zone Four: Considerable Preparation Needed

Workforce Automation analysis, not part of the source

WFA coverage: AI skills for this job

WFA · Part of the paid plan when accounts open

Pilot mapping: these skill links come from our seed list and haven’t been reviewed yet. Expect them to change as each one is checked.

DWAs covered by an AI skill4 of 24

Distinct tools99

Level mix

Replaces 6
Augments 73
Supports 12
Informs 9

Equivalents

NICE work roles, with their DCWF equivalents

Mapped to this job by the ETO-CSET NICE/O*NET crosswalk (2024); roles from NICE Framework Components v2.2.0, DCWF equivalents from DoD DCWF Tool v5.3 (2026-09-25)

Free · NICE Framework Components v2.2.0 and DoD DCWF Tool v5.3 (2026-09-25)

No NICE work role maps to this job.