Skill Taxonomy
Table of Contents
Industry knowledge
Bank
Capital markets
Corporate banking
Other investment bank
Private banking
Retail banking
Asset Management
Family offices
Fund distribution
Hedge funds
Liquid assets
Private assets
Wealth management
Financial Services Providers
3rd party manco
Custody/depository
Fund administration
Other FSP
Transfer agency
Insurance
Life insurance
P&C / non-life insurance
Reinsurance
Technology
Technology
Public sector
Public sector
Commerce & Distribution
Commerce & Distribution
Energy
Energy
Logistics
Logistics
Manufacturing
Manufacturing
NGO / NPO
Non-governmental organisation / non-profit organisation
Non-financial Services
Non-financial services
Professional skills
Specific Regulations & Norms
AIFMD
AML Directives
Ana Credit
Basel / CRD-CRR
BCBS 239
CSDR
CSRD
CSSF 12/552
CSSF 18/698
DORA
EMIR
FATCA / CRS
GDPR
IFRS 17
IFRS 9
ISO /IEC 27000
ISO 14000
ISO 26000
ISO 9000
Mica
Mifid
PRIIPS
PSD
SFDR
Solvency
UCITS
Value For Money
Transformation
Business analysis
Change management
Coaching
Cost reduction
Data – Governance
Data – Management
Data – Science
Interim management
IT – Back – end development
IT – Business intelligence
IT – Front – end development
IT – UI/UX design
IT – Web design
Organizational structure optimization
Post – merger integration
Process optimization
Product owner
Productivity / efficiency improvement
Program management
Project management
Quality – Continuous improvement
Robotics Process automation
Strategy – Customer
Strategy – Finance
Strategy – Green field
Testing – Execution
Testing – Planning
Training – Content development
Training – Delivery
Operations
Accounting – Corporate acccounting
Accounting – IFRS
Accounting – Lux Gaap
Accounting – Swiss Gaap
Accounting – UK Gaap
Accounting – US Gaap
Administration – Facilities management
Administration – Office management
Administration – Procurement
Banking operations – Cash processsing
Banking operations – Corporate actions
Banking operations – Corporate lending
Banking operations – Custody
Banking operations – OTC & derivatives
Banking operations – Private banking
Banking operations – Retail banking
Banking operations – Securities processing
Banking operations – Structured finance
Financial control
Fund operations – Fund accounting
Fund operations – Fund migration
Fund operations – Fund registration
Fund operations – Fund reporting
Fund operations – Fund set – up
Fund operations – Onboarding
Fund operations – Pricing & valuation
Fund operations – SPV accounting
Fund operations – Transfer agency
Fund operations – Valuation modelling
HR – Administration
HR – HR business partner
IT – Devops
IT – Infrastructure operations
Tax – Direct
Tax – Indirect
Tax – Reporting
Treasury management
Protection
AML/KYC – Clients
AML/KYC – Sanctions
AML/KYC – Suppliers
AML/KYC – Suspicious Activity Reporting (SAR)
AML/KYC – Transaction monitoring
Business continuity
Compliance – Officer
Compliance – Regulator relationship
Data Protection – DPO
Data Protection – Technology
External audit
Independent Director
Internal audit
Internal control
IT audit
IT security – Attack & penetration
IT security – Governance
IT security – Tools & systems
Legal – Contracting
Legal – Litigation
Oversight – Custody
Oversight – Distribution
Oversight – Investment management
Risk – Assets Liabilities Management (ALM)
Risk – Capital requirements
Risk – Credit
Risk – Environmental
Risk – FX
Risk – Intest rates
Risk – Investment restrictions
Risk – Liquidity
Risk – Operational
Risk – Quantitative modelling
Growth
Advertising
Business Development – Sales
Community management
Customer Relationship
Event management
Marketing – Campaigns
Marketing – Digital, SEO
Marketing – Studies
Merger & acquisitions – Due diligence
Merger & acquisitions – Transaction
New business set-up
Press relations
Product development
Other expertise
Actuary
Tools and methodologies
IT Tools & systems
Aladdin – dev/config
Aladdin – user/super-user
ARIS
Avaloq – dev/config
Avaloq – user/super-user
Azure Devops
Bloomberg
Calypso – dev/config
Calypso – user/super-user
Cisco
Citrix
Clarity
Cloud Computing
eFront FIA – dev/config
eFront FIA – user/super-user
Git
InvestOne – dev/config
InvestOne – user/super-user
Investran – dev/config
Investran – user/super-user
Jira
Linedata
MarkIT
Mig21 – dev/config
Mig21 – user/super-user
Neoxam GP3/GP4 – dev/config
Neoxam GP3/GP4 – user/super-user
Norkom
Olympic – dev/config
Olympic – user/super-user
Oracle Financials
Pega
Power BI
Reuters
SAP – dev/config
SAP – user/super-user
ServiceNow
SimCorp Dimension – dev/config
SimCorp Dimension – user/super-user
Sopra Banking Systems – dev/config
Sopra Banking Systems – user/super-user
Swift
Temenos Multifonds – dev/config
Temenos Multifonds – user/super-user
Temenos T24 – dev/config
Temenos T24 – user/super-user
Temenos Wealth Suite – dev/config
Temenos Wealth Suite – user/super-user
VMWare
Worldcheck
Methodologies
Activity-Based Costing
Agile
Kanban
Lean 6 Sigma
PMI
Prince 2
Programming languages & Frameworks
.Net
Angular
Blockchain / Web 3
C / C++
COBOL
Java
Node js
PostGreSQL
Python
SQL
Unix / Linux OS
VBA
Soft Skills
Adaptability
Communication
Conflict management
Creativity
Critical thinking
Decision-making
Leadership
Openness to criticism
People management
Persuasion
Problem-solving
Resourcefulness
Stress management
Teamwork
Time management
Languages
Arabic
Chinese
Danish
Dutch
English
French
German
Italian
Japanese
Luxembourgish
Polish
Portugese
Spanish
Swedish
