76 lines
2.8 KiB
Markdown
76 lines
2.8 KiB
Markdown
---
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name: financial-trader
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description: "Occupational skill for the role 'financial trader' (also: securities trader, natural gas financial trader, equity trader, quantitative trader, financial trading expert, financial trading specialist). Use when the user asks for typical financial trader work such as: Make bids or offers to buy or sell securities.; Monitor markets or positions.; Agree on buying or selling prices at optimal levels for clients."
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---
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# Financial Trader
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Financial traders buy and sell financial products such as assets, shares and bonds for private clients, banks or companies. They monitor the financial markets closely and aim to maximise profit and to minimise risk through their transactions.
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## Core workflow
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1. Make bids or offers to buy or sell securities.
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2. Monitor markets or positions.
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3. Agree on buying or selling prices at optimal levels for clients.
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4. Keep accurate records of transactions.
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5. Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
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6. Complete sales order tickets and submit for processing of client-requested transactions.
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7. Report all positions or trading results.
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8. Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
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## How to use this skill
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- Read [references/profile.md](references/profile.md) for the occupation profile and scope.
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- Consult [references/tasks.md](references/tasks.md) for the full task and activity inventory.
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- Check [references/skills.md](references/skills.md) for essential vs. optional competences.
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- Check [references/tools.md](references/tools.md) for the software commonly used in this role.
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- See [references/ai-skills.md](references/ai-skills.md) — matched external AI agent skills (per-source attribution).
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## Key competences (essential)
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- actuarial science
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- advise on financial matters
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- analyse economic trends
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- analyse market financial trends
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- communicate with customers
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- cryptocurrency
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- economics
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- financial jurisdiction
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- financial markets
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- financial products
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- handle financial transactions
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- maintain records of financial transactions
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- obtain financial information
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- offer financial services
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- operate financial instruments
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## Hot technologies
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- The MathWorks MATLAB
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- Salesforce software
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- Microsoft Access
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- Microsoft Visual Basic
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- Microsoft SharePoint
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- Microsoft Outlook
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- Oracle PeopleSoft
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- SAP software
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- C++
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- Oracle Java
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<!-- hot-tech -->
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## Hot technologies
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Top tools from 39 gated job ads (see references/market.md, as of 2026-07-11):
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- Python — 36 %
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- SQL — 18 %
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- Microsoft Excel — 15 %
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- Bloomberg — 13 %
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<!-- hot-tech -->
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---
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*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/60bc7374-9fa1-4bbd-b936-2676fca0bfb6), O*NET 30.3 (41-3031.00). See manifest.json for licensing/attribution.*
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