● AGENTIC AI ASSESSMENT FRAMEWORK
BFSI, Banking, Financial Services & Insurance
Explore AI automation readiness across 55 job roles spanning core banking, risk, trading, insurance, and support functions. Each role is assessed across 20-35 skills with domain-specific AI scoring.
TOTAL ROLES
55
ACTIVE
4
TOTAL SKILLS
1505+
SECTIONS
11
📊
ACTIVECredit Risk Modeler
PD/LGD/EAD modeling, Basel IRB, IFRS 9
42 skills assessed62%
Explore Assessment
🏠
ACTIVEMortgage Specialist / Underwriter
Underwriting, affordability, property valuation, compliance
42 skills assessed68%
Explore Assessment
💳
ACTIVEConsumer Lending Analyst
Personal loans, auto finance, credit cards, BNPL, scorecards
34 skills assessed70%
Explore Assessment
🏢
ACTIVECommercial Credit Analyst
Corporate lending, financial spreads, covenants
31 skills assessed67%
Explore Assessment
📈
Credit Portfolio Manager
Concentration risk, portfolio analytics, stress testing
26 skills assessed61%
Coming soon
🔄
Collections & Recovery Specialist
Delinquency management, workout strategies, NPL
24 skills assessed72%
Coming soon
📋
Loan Officer / Originator
Application processing, decisioning, disbursement
22 skills assessed75%
Coming soon
📉
Market Risk Analyst
VaR, stress testing, trading book risk
30 skills assessed60%
Coming soon
⚠️
Operational Risk Manager
RCSA, incident management, BCP
28 skills assessed52%
Coming soon
💧
Liquidity Risk Analyst
LCR/NSFR, cash flow forecasting, contingency funding
24 skills assessed58%
Coming soon
🛡️
Compliance Officer (AML/KYC)
Anti-money laundering, sanctions screening, CDD
34 skills assessed70%
Coming soon
📑
Regulatory Reporting Analyst
COREP, FINREP, Fed reporting, data quality
26 skills assessed73%
Coming soon
🔍
Internal Auditor
Audit planning, testing, issue tracking
28 skills assessed56%
Coming soon
🚨
Fraud Detection Analyst
Transaction monitoring, pattern analysis, SAR filing
30 skills assessed76%
Coming soon
✅
Model Validation Analyst
Independent model review, SR 11-7, ECB TRIM, challenger models
30 skills assessed50%
Coming soon
🌪️
Stress Testing Analyst
CCAR/DFAST, EBA stress tests, scenario design, satellite models
28 skills assessed55%
Coming soon
🧮
Quantitative Analyst (Quant)
Pricing models, algo development, backtesting
32 skills assessed48%
Coming soon
💰
Fixed Income Trader
Bond trading, yield curve, duration management
26 skills assessed52%
Coming soon
🔬
Equity Research Analyst
Company analysis, DCF models, sector coverage
28 skills assessed65%
Coming soon
⚡
Derivatives Analyst / Structurer
Options, swaps, Greeks, exotic structures, client solutions
30 skills assessed45%
Coming soon
🏛️
Treasury / ALM Analyst
Asset-liability management, interest rate risk, FTP
26 skills assessed57%
Coming soon
🏦
Investment Banking Analyst
M&A advisory, ECM/DCM, financial modeling, pitch books
32 skills assessed48%
Coming soon
🚢
Trade Finance Specialist
Letters of credit, guarantees, supply chain finance, documentary
26 skills assessed65%
Coming soon
🤝
Relationship Manager
Private banking, portfolio advisory, HNW clients
28 skills assessed45%
Coming soon
🎯
Financial Advisor / Planner
Retirement planning, tax optimization, estate
30 skills assessed50%
Coming soon
📱
Retail Banking Product Manager
Account products, pricing, digital channels
26 skills assessed62%
Coming soon
💸
Payment Systems Analyst
SWIFT, SEPA, real-time payments, settlement
24 skills assessed68%
Coming soon
📐
Actuarial Analyst
Reserving, pricing, capital modeling, Solvency II, mortality tables
32 skills assessed52%
Coming soon
📝
Insurance Underwriter
Risk assessment, policy terms, premium setting
28 skills assessed63%
Coming soon
📋
Claims Analyst / Adjuster
Claims processing, fraud detection, settlement, subrogation
26 skills assessed72%
Coming soon
🎁
Insurance Product Manager
Product design, pricing strategy, regulatory approval, distribution
24 skills assessed55%
Coming soon
🛡️
Insurance Risk Manager
Solvency II, catastrophe modeling, reinsurance optimization
28 skills assessed48%
Coming soon
🔧
Data Engineer (Banking)
ETL pipelines, data lakes, regulatory data
30 skills assessed72%
Coming soon
☁️
IT / Cloud Architect
Infrastructure, migration, hybrid cloud
28 skills assessed65%
Coming soon
🔒
Cybersecurity Analyst
Threat detection, incident response, pen testing
32 skills assessed68%
Coming soon
💻
Software Engineer (Core Banking)
Core systems, APIs, microservices, Temenos/FIS
34 skills assessed60%
Coming soon
📊
Business Intelligence Analyst
Dashboards, MIS reporting, data visualization
24 skills assessed78%
Coming soon
🤖
Data Scientist / ML Engineer
Machine learning, NLP, predictive models, AI deployment
30 skills assessed58%
Coming soon
⚙️
Back Office Operations
Trade settlement, reconciliation, confirmations
26 skills assessed80%
Coming soon
🎧
Customer Service Agent
Contact center, complaints, service requests
22 skills assessed82%
Coming soon
🔄
Process Improvement / Transformation Analyst
Lean, agile, automation, digital transformation
24 skills assessed70%
Coming soon
📦
Procurement Specialist
Vendor management, RFPs, contract negotiation
22 skills assessed65%
Coming soon
📐
Business Analyst
Requirements gathering, process mapping, UAT, stakeholder liaison
26 skills assessed62%
Coming soon
📒
Management Accountant
Cost allocation, budgeting, variance analysis
26 skills assessed70%
Coming soon
📊
FP&A Analyst
Forecasting, financial planning, board packs
24 skills assessed72%
Coming soon
🏛️
Tax Specialist
Corporate tax, transfer pricing, regulatory filings
22 skills assessed58%
Coming soon
👥
HR Business Partner
Workforce planning, employee relations, HRIS
24 skills assessed55%
Coming soon
🎯
Talent Acquisition / Recruiter
Sourcing, screening, employer branding
22 skills assessed74%
Coming soon
🎓
L&D Specialist
Training programs, competency frameworks, LMS
20 skills assessed68%
Coming soon
📣
Digital Marketing Manager
SEO/SEM, social media, campaign analytics
26 skills assessed78%
Coming soon
🚀
Product Marketing Manager
Positioning, competitive intel, campaign strategy
24 skills assessed68%
Coming soon
📰
Corporate Communications
Press releases, investor relations, crisis comms
22 skills assessed62%
Coming soon
⚖️
Legal Counsel (Banking)
Regulatory law, contracts, litigation support
26 skills assessed42%
Coming soon
📜
Corporate Secretary
Board governance, filings, policy management
20 skills assessed60%
Coming soon
🌱
ESG / Sustainable Finance Analyst
EU Taxonomy, SFDR, climate risk, green bonds, impact reporting
26 skills assessed50%
Coming soon
Agentic AI Assessment Framework by Tarry Singh, 55 roles across 11 domains