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stock-broker/references/skills.md
2026-08-15 16:06:11 +02:00

4.0 KiB

Competences — stock broker

Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/8ec6b513-3d44-4e94-b187-d55734a587a4).

Essential

  • actuarial science (knowledge)
  • advise on financial matters (skill/competence)
  • analyse financial risk (skill/competence)
  • analyse market financial trends (skill/competence)
  • apply technical communication skills (skill/competence)
  • assess risks of clients' assets (skill/competence)
  • asset management (knowledge)
  • economics (knowledge)
  • financial markets (knowledge)
  • financial products (knowledge)
  • forecast economic trends (skill/competence)
  • handle financial transactions (skill/competence)
  • modern portfolio theory (knowledge)
  • protect client interests (skill/competence)
  • review investment portfolios (skill/competence)
  • securities (knowledge)
  • stock market (knowledge)
  • trade securities (skill/competence)

Optional

  • accounting (knowledge)
  • banking activities (knowledge)
  • build business relationships (skill/competence)
  • communicate with banking professionals (skill/competence)
  • communicate with customers (skill/competence)
  • create a financial report (skill/competence)
  • examine credit ratings (skill/competence)
  • financial jurisdiction (knowledge)
  • fundamental analysis (knowledge)
  • holding company activities (knowledge)
  • maintain records of financial transactions (skill/competence)
  • manage financial risk (skill/competence)
  • obtain financial information (skill/competence)
  • operate financial instruments (skill/competence)
  • perform stock valuation (skill/competence)
  • provide financial product information (skill/competence)
  • provide support in financial calculation (skill/competence)
  • statistics (knowledge)
  • tax legislation (knowledge)
  • trace financial transactions (skill/competence)

Market evidence (job-ad analysis, 5 ads, as of 2026-07-20)

Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.

Hard skills

  • financial analysis — 40 %
  • order execution — 40 %
  • risk management — 40 %
  • risk assessment — 20 %
  • trade summarization — 20 %
  • quantitative analysis — 20 %
  • regulatory compliance — 20 %
  • options trading — 20 %
  • relationship management — 20 %
  • treasury securities brokering — 20 %
  • valuation — 20 %
  • price discovery — 20 %
  • market monitoring — 20 %
  • market research — 20 %
  • equity trading — 20 %
  • liquidity sourcing — 20 %
  • market analysis — 20 %
  • financial modelling — 20 %
  • fixed income trading — 20 %
  • investment management — 20 %
  • capital raising — 20 %
  • client service — 20 %
  • data analysis — 20 %
  • deal structuring — 20 %

Methods

  • electronic trading — 20 %
  • algorithmic initiatives — 20 %
  • investment recommendations — 20 %
  • hybrid execution models — 20 %
  • research-driven trading — 20 %
  • sector analysis — 20 %
  • thematic research — 20 %

Responsibilities

  • relationship maintenance — 40 %
  • market monitoring — 40 %
  • project alignment — 20 %
  • proposal preparation — 20 %
  • market analysis — 20 %
  • market awareness maintenance — 20 %
  • market data analysis — 20 %
  • market insight provision — 20 %
  • liquidity sourcing — 20 %
  • brokerage of treasury securities — 20 %
  • investment thesis development — 20 %
  • investor engagement — 20 %
  • client engagement — 20 %
  • client relationship maintenance — 20 %
  • compliance participation — 20 %
  • research report production — 20 %
  • relationship development — 20 %
  • negotiation — 20 %
  • option trade execution — 20 %
  • trade activity summary — 20 %
  • trade execution — 20 %
  • transaction facilitation — 20 %
  • transaction transparency — 20 %
  • workstation operation — 20 %