Skills
241 skills, each linked to the roles that need it. With your role chosen, the skills it depends on come first.
Technical knowledge
- Account management and renewalsRelevant to you
- Accounting fundamentals (double entry)Relevant to you
- Agile delivery (Scrum, Kanban)Relevant to you
- Anti-money laundering regulationRelevant to you
- API design and integrationRelevant to you
- Application security and frameworksRelevant to you
- Applied economicsRelevant to you
- Applied employment lawRelevant to you
- Applied generative AI in office work (prompting, evaluation, governance)Relevant to you
- Applied statistical modelling for pricing and risk (GLM, survival)Relevant to you
- Asset-liability management and rate riskRelevant to you
- Audit methodologyRelevant to you
- Bank product accounting (loans, deposits, EIR, IFRS 9 stages)Relevant to you
- Basel framework and capitalRelevant to you
- Building a commercial proposalRelevant to you
- Building and managing a budgetRelevant to you
- Business case and cost-benefit analysisRelevant to you
- Business maths for office workRelevant to you
- Cash management and transaction banking productsRelevant to you
- Causal inference and econometricsRelevant to you
- Change management and adoptionRelevant to you
- CI/CD pipelinesRelevant to you
- Collateral and marginingRelevant to you
- Collections and recoveriesRelevant to you
- Communications and media relationsRelevant to you
- Company valuation (DCF, multiples)Relevant to you
- Compensation structures and benchmarkingRelevant to you
- Competitive analysis and benchmarkingRelevant to you
- Conduct and investor protection rules (MiFID II, FINRA, SEBI)Relevant to you
- Consumer credit and consumer duty rules (CCD, Consumer Duty, TILA)Relevant to you
- Contact centre operations and service metricsRelevant to you
- Contract drafting and negotiationRelevant to you
- Corporate actions processingRelevant to you
- Corporate governanceRelevant to you
- Corporate secretarial and entity managementRelevant to you
- Corporate taxationRelevant to you
- Correspondent banking and financial institutions coverageRelevant to you
- Cost accounting and product costingRelevant to you
- Cost structure and efficiency leversRelevant to you
- Credit analysis and creditworthinessRelevant to you
- Credit risk models (IFRS 9, IRB)Relevant to you
- Custody and asset servicingRelevant to you
- Customer acquisition cost and lifetime valueRelevant to you
- Customs clearance and trade documentationRelevant to you
- Data cleaning and validationRelevant to you
- Data entry and record keeping accuracyRelevant to you
- Data governance, quality and lineageRelevant to you
- Data migration and cutoverRelevant to you
- Data modelling and schema designRelevant to you
- Data protection and privacy law (GDPR, CCPA, DPDP)Relevant to you
- Defining and using KPIsRelevant to you
- Derivatives and how they workRelevant to you
- Descriptive statistics and distributionsRelevant to you
- Digital assets and crypto regulation (MiCA and global rules)Relevant to you
- Effort estimation and capacity planningRelevant to you
- Emissions accounting (Scope 1, 2, 3)Relevant to you
- Energy and commodity markets fundamentalsRelevant to you
- ESG frameworks and rating criteriaRelevant to you
- ETL/ELT pipeline designRelevant to you
- Experiment design and A/B testingRelevant to you
- Financial due diligenceRelevant to you
- Financial markets knowledgeRelevant to you
- Financial planning and forecastingRelevant to you
- Financial statement analysis and ratiosRelevant to you
- Fixed asset and lease accountingRelevant to you
- Forecasting methods and time seriesRelevant to you
- Fraud typologies and controlsRelevant to you
- Functional analysis between business and ITRelevant to you
- Fund regulation and structures (UCITS, AIFMD, US 1940 Act)Relevant to you
- FX risk and hedging instrumentsRelevant to you
- Go-to-market and launch planningRelevant to you
- Group consolidationRelevant to you
- Hypothesis testing and significanceRelevant to you
- Identity and access managementRelevant to you
- Independent price verificationRelevant to you
- Indirect taxes (VAT, GST, sales tax)Relevant to you
- Information security governance and complianceRelevant to you
- Insolvency and restructuring proceduresRelevant to you
- Insurance accounting (IFRS 17, technical provisions)Relevant to you
- Insurance claims handling and adjustingRelevant to you
- Insurance policy administrationRelevant to you
- Insurance pricing, reserving and product economicsRelevant to you
- Insurance products and needs-based sellingRelevant to you
- Insurance regulation (Solvency II, IDD, NAIC, IRDAI)Relevant to you
- Intercompany transfer pricingRelevant to you
- Internal controls and risk oversightRelevant to you
- International accounting standards (IFRS)Relevant to you
- Investment appraisal (NPV, IRR)Relevant to you
- Investment book of record and portfolio dataRelevant to you
- Islamic finance principles and productsRelevant to you
- IT general controls and SOX ITGCRelevant to you
- IT service management processes (ITIL: incident, problem, change)Relevant to you
- Know your customer due diligenceRelevant to you
- Large language model applicationsRelevant to you
- Lean methods and continuous improvementRelevant to you
- Learning and capability developmentRelevant to you
- Leasing and asset finance productsRelevant to you
- Legal research and regulatory interpretationRelevant to you
- Lending products and loan structuringRelevant to you
- Life and pensions actuarial mathematicsRelevant to you
- Liquidity metrics (LCR, NSFR)Relevant to you
- Litigation support and case managementRelevant to you
- Logistics, transport and incotermsRelevant to you
- Machine learning fundamentalsRelevant to you
- Management reporting and commentaryRelevant to you
- Market abuse and trade surveillance (MAR)Relevant to you
- Market data analysis (share, penetration)Relevant to you
- Market sizingRelevant to you
- Master data managementRelevant to you
- Merchant acquiring and payment processingRelevant to you
- Model deployment (MLOps)Relevant to you
- Model validation and governanceRelevant to you
- Monitoring and observabilityRelevant to you
- Mortgage and consumer credit underwritingRelevant to you
- Net asset value calculationRelevant to you
- Networking and operating systems fundamentalsRelevant to you
- Operational resilience and ICT risk rules (DORA and equivalents)Relevant to you
- Order to cash and procure to pay operationsRelevant to you
- P&L production and explanationRelevant to you
- Partner and channel managementRelevant to you
- Payment systems and messaging (SWIFT, ISO 20022, SEPA, ACH, UPI)Relevant to you
- Payments and cards products (schemes, chargebacks, PSD2, open banking)Relevant to you
- Payroll processing and statutory deductionsRelevant to you
- Pension scheme administration and benefits calculationRelevant to you
- Performance measurement and attributionRelevant to you
- Period-end close and reconciliationsRelevant to you
- Pharmaceutical regulatory and quality frameworks (EMA/FDA, GxP, GCP)Relevant to you
- Pipeline management and forecastingRelevant to you
- Portfolio construction and allocationRelevant to you
- Portfolio management and benefits realisationRelevant to you
- Pricing and elasticity analysisRelevant to you
- Prioritisation and roadmappingRelevant to you
- Private fund operations (capital calls, distributions, waterfalls)Relevant to you
- Process mapping and redesignRelevant to you
- Product discovery and metricsRelevant to you
- Product marketing and messagingRelevant to you
- Profitability analysis (margins, contribution)Relevant to you
- Project and infrastructure financeRelevant to you
- Project budget managementRelevant to you
- Project governance and reportingRelevant to you
- Project planning and dependenciesRelevant to you
- Prospecting and qualificationRelevant to you
- Prudential and regulatory reporting (COREP, FINREP, US call reports)Relevant to you
- Quality management systems (ISO 9001, PPAP, supplier quality)Relevant to you
- Real estate finance, leases and valuationRelevant to you
- Records and information managementRelevant to you
- Regulatory change impact assessmentRelevant to you
- Reinsurance fundamentalsRelevant to you
- Requirements gathering and documentationRelevant to you
- Retail banking products and needs-based sellingRelevant to you
- Revenue recognitionRelevant to you
- Risk and issue management (RAID)Relevant to you
- Risk measures and sensitivitiesRelevant to you
- Sanctions regimes and screeningRelevant to you
- Scenario and sensitivity analysisRelevant to you
- Securities financing (repo and securities lending)Relevant to you
- Securitisation and structured financeRelevant to you
- Security incident responseRelevant to you
- Service delivery and outsourcing managementRelevant to you
- Settlement and fails managementRelevant to you
- Social media and community managementRelevant to you
- Software design and code qualityRelevant to you
- Spend analysis and savings trackingRelevant to you
- Statutory accounts and local GAAP conversionRelevant to you
- Structured interviewing and selection criteriaRelevant to you
- Sustainability reporting (CSRD/ESRS, ISSB, GRI)Relevant to you
- Sustainable finance and green instrumentsRelevant to you
- Sustainable finance regulation (SFDR, EU Taxonomy, ISSB)Relevant to you
- Target operating model designRelevant to you
- Third party risk management and outsourcing rulesRelevant to you
- Three-statement financial modellingRelevant to you
- Trade and transaction reportingRelevant to you
- Trade finance instruments (letters of credit, guarantees, collections)Relevant to you
- Trade lifecycleRelevant to you
- Transaction monitoring and reportingRelevant to you
- Transfer agency and investor servicingRelevant to you
- Treasury and cash flow managementRelevant to you
- User acceptance testing coordinationRelevant to you
- Variance analysis (price, volume, mix)Relevant to you
- Vendor and service contract managementRelevant to you
- Wealth planning, suitability and client onboardingRelevant to you
- Working capital managementRelevant to you
Tools and systems
- Accounting software operationsRelevant to you
- Advanced Microsoft ExcelRelevant to you
- Bloomberg Terminal / market dataRelevant to you
- Cloud platforms (AWS, Azure)Relevant to you
- CRM platforms (Salesforce)Relevant to you
- Data platforms (Snowflake, BigQuery)Relevant to you
- Data preparation tools (Alteryx, Power Query)Relevant to you
- Design tools (Figma)Relevant to you
- Git version controlRelevant to you
- Microsoft PowerPointRelevant to you
- Microsoft Word and document productionRelevant to you
- Orchestration tools (Airflow, dbt)Relevant to you
- Planning systems (Anaplan)Relevant to you
- Process mapping tools (Visio, Lucidchart)Relevant to you
- Project tools (Jira, Asana)Relevant to you
- Python for data analysisRelevant to you
- Querying data with SQLRelevant to you
- SAP enterprise systemsRelevant to you
- Security operations tooling (SIEM, EDR)Relevant to you
- Statistical software (SAS, R)Relevant to you
- Ticketing platforms (ServiceNow)Relevant to you
- Trading and risk systems (Murex, Calypso)Relevant to you
- Visualisation tools (Power BI, Tableau)Relevant to you
Judgement
- Assessing the quality of sourcesRelevant to you
- Building a slide narrativeRelevant to you
- Choosing the right metric for the questionRelevant to you
- Commercial acumen and business senseRelevant to you
- Commercial negotiationRelevant to you
- Communicating data to non-technical audiencesRelevant to you
- Complaint handling and relationship recoveryRelevant to you
- Control mindset (what could go wrong)Relevant to you
- Design judgment and trade-offsRelevant to you
- Ethical judgment in grey areasRelevant to you
- Investigative reasoning on anomaliesRelevant to you
- Objection handlingRelevant to you
- Prioritising with incomplete informationRelevant to you
- Reading client needs and dynamicsRelevant to you
- Reading organisational and political contextRelevant to you
- Risk judgment and escalation instinctRelevant to you
- Structuring ambiguous problemsRelevant to you
Working with people
- Adaptability to changeRelevant to you
- Attention to detailRelevant to you
- Challenging constructivelyRelevant to you
- Client service mindsetRelevant to you
- Collaboration and teamworkRelevant to you
- Cross-cultural communicationRelevant to you
- Empathy and active listeningRelevant to you
- Fast learning abilityRelevant to you
- Integrity and discretionRelevant to you
- Intellectual curiosityRelevant to you
- Leading and developing a teamRelevant to you
- Leading without formal authorityRelevant to you
- Organisation and prioritisationRelevant to you
- Persuasion and influenceRelevant to you
- Professional written communicationRelevant to you
- Resilience under pressureRelevant to you
- Stakeholder managementRelevant to you
- Verbal communication and presentingRelevant to you
- Working to tight deadlinesRelevant to you