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How a financial risk specialist can use AI, task by task

O*NET 13-2054.00: Financial Risk SpecialistsMedian pay $117,330/year (BLS, May 2025)30 tasksJob Zone 4: Considerable preparation

Analyze and measure exposure to credit and market risk threatening the assets, earning capacity, or economic state of an organization. May make recommendations to limit risk.

Your job title Type your own title and every prompt on this page updates to match. Also called: Analyst, Equity Research Analyst, Risk Analyst, Risk Manager, Risk Specialist, Securities Analyst.

Where AI fits in this job

AI-ready 30%AI-assist 67%Stays human 3%

Share of the job's tasks, weighted by how important and how frequent each task is (O*NET ratings). 9 AI-ready, 20 AI-assist and 1 human-led tasks out of 30. This measures where AI can help, not whether the job will disappear.

Shape of the job: importance of each kind of work activity (O*NET, 1 to 5).

🗓 Start here on Monday

The most frequent, most important tasks where AI can help right away.

Analyze areas of potential risk to the assets, earning capacity, or success of organizations.Crunch the numbers
Analyze new legislation to determine impact on risk exposure.Look into it
Conduct statistical analyses to quantify risk, using statistical analysis software or econometric models.Crunch the numbers

💪 Lean into these

Core tasks that stay human. These skills get more valuable as the routine work gets automated.

Recommend investments and investment timing to companies, investment firm staff, or the public.Be there for people

AI can draft these 9

AI produces a usable first pass. You review it, fix it and own it.

Consult financial literature to ensure use of the latest models or statistical techniques.

AI is a patient tutor for new rules and techniques.

Show prompt & steps

AI is a patient personal tutor. It explains new rules, techniques and technology at your level, quizzes you and builds a study plan.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to consult financial literature to ensure use of the latest models or statistical techniques.

Profession: [describe]
Area: [industry deals, safety rules, practice changes]

Brief me on what's new, how it affects my work, and where to keep up. Use examples from my line of work, quiz me with 5 questions one at a time, and list trustworthy sources.

10-minute exercise: Professional update

Step 1Pick a real example: the next time you consult financial literature.

Step 2Fill in [Profession] and [Area] with the real details, then run the prompt.

Step 3Set up one way to keep up (newsletter, feed).

AI's knowledge has a cutoff date. For new regulations and standards, always confirm against the official source.

Double-check every number. AI can make arithmetic and rounding mistakes.

O*NET work activity: Update professional knowledge..

Develop contingency plans to deal with emergencies.

AI drafts the plan, schedule or checklist for you to adjust.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 46% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Describe the goal, the people and the constraints, and AI drafts the plan, schedule or checklist. You adjust it to what you know about real life on the ground.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to develop contingency plans to deal with emergencies.

Context: We use Microsoft Project and Oracle Primavera Enterprise Project Portfolio Management.
Organization: [describe]
Scenarios: [crisis types]

Draft continuity and crisis communication plans. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.

10-minute exercise: Crisis plan

Step 1Pick a real example: the next time you develop contingency plans to deal with emergencies.

Step 2Fill in [Organization] and [Scenarios] with the real details, then run the prompt.

Step 3Cross out anything that won't work on the ground and ask AI to revise with your corrections. Check it against the manufacturer's manual and your site procedure before you rely on it.

AI doesn't know your people, your site or your history. Treat its plan as a starting point to react to.

Safety-critical: AI output is a starting point. Follow your site's procedures and the manufacturer's guidance.

O*NET work activity: Develop contingency plans to deal with organizational emergencies..

Document, and ensure communication of, key risks.

AI writes the first draft from your notes; you check every fact.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 40% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Give AI your rough notes, numbers or last version and it will turn them into a clean, well-structured first draft. You check every fact and figure before it goes anywhere.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to document, and ensure communication of, key risks.

Context: We use Microsoft SharePoint and Microsoft Word.
Report: [budget, expense, financial summary]
Figures and context: [paste numbers, notes]
Audience: [board, manager, regulator]

Draft the report with a summary, tables, variances explained and next steps. Use plain language and headings where they help, and mark anything you had to guess with [CHECK].

10-minute exercise: Financial or budget report

Step 1Pick a real example: the next time you document, and ensure communication.

Step 2Fill in [Report], [Figures and context] and [Audience] with the real details, then run the prompt.

Step 3Recompute every total and check each variance explanation against the books.

AI will happily make up numbers, names and dates. Every fact in the draft needs checking against your source.

O*NET work activity: Prepare financial documents, reports, or budgets..

Inform financial decisions by analyzing financial information to forecast business, industry, or economic conditions.

AI finds trends and writes the spreadsheet formulas.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 28% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Paste a spreadsheet or table and ask AI to find trends, outliers and totals, or to write the formula you need. It's like having an analyst on call.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to inform financial decisions by analyzing financial information to forecast business, industry, or economic conditions.

Context: We use Tableau and Microsoft Power BI.
Business question: [fuel cost rise, demand change, process change]
Current figures: [paste]

Build a scenario model with best/expected/worst cases and formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Scenario model

Step 1Pick a real example: the next time you inform financial decisions.

Step 2Fill in [Business question] and [Current figures] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

O*NET work activity: Apply mathematical models of financial or business conditions.. Also involves: Analyze business or financial data..

Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.

AI finds trends and writes the spreadsheet formulas.

Show prompt & steps

Paste a spreadsheet or table and ask AI to find trends, outliers and totals, or to write the formula you need. It's like having an analyst on call.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.

Context: We use Tableau and Microsoft Power BI.
Question: [price reasonableness, cost trends, profitability]
Data: [paste proposals, reports, history]

Analyze, compare to benchmarks and give a recommendation. Show formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Business data analysis

Step 1Pick a real example: the next time you interpret data on price.

Step 2Fill in [Question] and [Data] with the real details, then run the prompt.

Step 3Use it in your next negotiation or estimate. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

O*NET work activity: Analyze business or financial data.. Also involves: Assess risks to business operations..

Maintain input or data quality of risk management systems.

AI writes the first draft from your notes; you check every fact.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 83% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Give AI your rough notes, numbers or last version and it will turn them into a clean, well-structured first draft. You check every fact and figure before it goes anywhere.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to maintain input or data quality of risk management systems.

Context: We use Microsoft SharePoint and Microsoft Word.
System: [describe]
Data: [paste]

Draft entries in the required format. Use plain language and headings where they help, and mark anything you had to guess with [CHECK].

10-minute exercise: Database records update

Step 1Pick a real example: the next time you maintain input or data quality of risk management systems.

Step 2Fill in [System] and [Data] with the real details, then run the prompt.

Step 3Check every fact, name and number against your source before it goes anywhere.

AI will happily make up numbers, names and dates. Every fact in the draft needs checking against your source.

O*NET work activity: Maintain data in information systems or databases..

Monitor developments in the fields of industrial technology, business, finance, and economic theory.

AI finds trends and writes the spreadsheet formulas.

Show prompt & steps

Paste a spreadsheet or table and ask AI to find trends, outliers and totals, or to write the formula you need. It's like having an analyst on call.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to monitor developments in the fields of industrial technology, business, finance, and economic theory.

Context: We use Tableau and Microsoft Power BI.
Industry: [describe]
Sources: [paste statistics or headlines]

Summarize trends and implications. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Industry trends summary

Step 1Pick a real example: the next time you monitor developments in the fields of industrial technology.

Step 2Fill in [Industry] and [Sources] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

O*NET work activity: Analyze industry trends..

Prepare plans of action for investment, using financial analyses.

AI drafts the plan, schedule or checklist for you to adjust.

Show prompt & steps

Describe the goal, the people and the constraints, and AI drafts the plan, schedule or checklist. You adjust it to what you know about real life on the ground.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to prepare plans of action for investment, using financial analyses.

Context: We use Microsoft Project and Oracle Primavera Enterprise Project Portfolio Management.
Plan: [fundraising, product lifecycle, business]
Inputs: [goals, costs, resources]

Draft the plan with activities, timeline, budget and targets. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.

10-minute exercise: Business or fundraising plan

Step 1Pick a real example: the next time you prepare plans of action.

Step 2Fill in [Plan] and [Inputs] with the real details, then run the prompt.

Step 3Cross out anything that won't work on the ground and ask AI to revise with your corrections. Recompute every total yourself.

AI doesn't know your people, your site or your history. Treat its plan as a starting point to react to.

Double-check every number. AI can make arithmetic and rounding mistakes.

O*NET work activity: Develop financial or business plans..

Produce reports or presentations that outline findings, explain risk positions, or recommend changes.

AI writes the first draft from your notes; you check every fact.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 52% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Give AI your rough notes, numbers or last version and it will turn them into a clean, well-structured first draft. You check every fact and figure before it goes anywhere.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to produce reports or presentations that outline findings, explain risk positions, or recommend changes.

Context: We use Microsoft SharePoint and Microsoft Word.
Here's what I have for the reports or presentations: [rough notes, the facts, figures and decisions behind it]

Write a clear first draft that I can check and finish. Keep it [one page / short / formal], laid out so I can paste it into Microsoft SharePoint or Microsoft Word. Use headings if they help, and mark anything you had to guess with [CHECK].

10-minute exercise: Draft the reports or presentations

Step 1Pull up the last reports or presentations you did, or jot 5 rough bullets for the next one.

Step 2Paste the prompt and put those bullets in [rough notes]. Pick the length in [one page / short / formal] to match what goes into Microsoft SharePoint or Microsoft Word.

Step 3Fix every [CHECK] against your source and anything else that's wrong, then compare the time with writing the reports or presentations from scratch.

AI will happily make up numbers, names and dates. Every fact in the draft needs checking against your source.

O*NET work activity: Present business-related information to audiences..

AI can help you prep these 20

AI speeds up the prep, drafting or thinking. The core of the task is still yours.

Analyze areas of potential risk to the assets, earning capacity, or success of organizations.

AI does the arithmetic and suggests what to look at; the conclusions are yours.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 47% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to analyze areas of potential risk to the assets, earning capacity, or success of organizations.

Context: We use Tableau and Microsoft Power BI.
Operation or plan: [describe]
Known risks: [list]

Build a risk register with likelihood, impact and mitigation. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Business risk assessment

Step 1Pick a real example: the next time you analyze areas of potential risk.

Step 2Fill in [Operation or plan] and [Known risks] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

O*NET work activity: Assess risks to business operations..

Analyze new legislation to determine impact on risk exposure.

AI gets you up to speed; confirm findings with records or people.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 33% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

AI can get you up to speed fast and suggest where to look, but you need to confirm findings against real sources, records or people.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to analyze new legislation to determine impact on risk exposure.

Context: We use SAS and IBM SPSS Statistics.
Activity: [purchasing, product, submission]
Context: [industry, jurisdiction]

List laws and regulations that may apply, required submissions or records, and how to confirm each.

10-minute exercise: Which rules apply to us?

Step 1Pick a real example: the next time you analyze new legislation.

Step 2Fill in [Activity] and [Context] with the real details, then run the prompt.

Step 3Keep the confirmed list as a checklist.

AI can invent sources and citations. Open every link and confirm it says what the AI claims.

O*NET work activity: Evaluate applicable laws and regulations to determine impact on organizational activities..

Conduct statistical analyses to quantify risk, using statistical analysis software or econometric models.

AI does the arithmetic and suggests what to look at; the conclusions are yours.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 50% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to conduct statistical analyses to quantify risk, using statistical analysis software or econometric models.

Context: We use Tableau and Microsoft Power BI.
Operation or plan: [describe]
Known risks: [list]

Build a risk register with likelihood, impact and mitigation. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Business risk assessment

Step 1Pick a real example: the next time you conduct statistical analyses.

Step 2Fill in [Operation or plan] and [Known risks] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

O*NET work activity: Assess risks to business operations..

Confer with traders to identify and communicate risks associated with specific trading strategies or positions.

AI drafts clear messages and talking points.

Show prompt & steps

AI can draft updates, emails and talking points so your message is clear and complete. Relationships and real-time calls are yours.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to confer with traders to identify and communicate risks associated with specific trading strategies or positions.

Topic: [claims, cost changes]
Who: [brokers, contractors]

Draft talking points with numbers. Keep it under 150 words with a clear ask, plus a 2-sentence version for chat.

10-minute exercise: Financial discussion

Step 1Pick a real example: the next time you confer with traders.

Step 2Fill in [Topic] and [Who] with the real details, then run the prompt.

Step 3Edit it until it sounds like you, then send it yourself.

Never let AI send messages for you. Read every word, because tone mistakes cost trust.

O*NET work activity: Confer with others about financial matters..

Contribute to development of risk management systems.

AI drafts scripts and configs; design and security are yours.

Show prompt & steps

AI can draft configurations, scripts and test cases and explain unfamiliar systems. Architecture and security decisions need your expertise.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to contribute to development of risk management systems.

Context: We use Microsoft Visual Basic and Microsoft Visual Basic for Applications VBA.
Need: [cost monitoring, project tracking]
Data sources: [describe]

Design the system: data model, reports, and spreadsheet or database setup. Propose the approach first, then the code with comments and tests, and point out security risks.

10-minute exercise: Reporting or tracking system

Step 1Pick a real example: the next time you contribute to development of risk management systems.

Step 2Fill in [Need] and [Data sources] with the real details, then run the prompt.

Step 3Build it with last month's real data and check the totals.

Don't paste secrets, passwords or proprietary code into tools your employer hasn't approved.

O*NET work activity: Develop business or financial information systems..

Determine potential environmental impacts of new products or processes on long-term growth and profitability.

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to determine potential environmental impacts of new products or processes on long-term growth and profitability.

Context: We use Tableau and Microsoft Power BI.
Investment: [describe]
Data: [costs, policy, market]

Analyze risks and sensitivities. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Green investment risk

Step 1Pick a real example: the next time you determine potential environmental impacts of new products or processes.

Step 2Fill in [Investment] and [Data] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

O*NET work activity: Analyze risks related to investments in green technology..

Develop or implement risk-assessment models or methodologies.

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to develop or implement risk-assessment models or methodologies.

Context: We use Tableau and Microsoft Power BI.
Purpose: [cost estimating, demand forecasting, risk assessment]
Data: [describe]

Propose a method, formulas and validation approach. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Financial or risk model method

Step 1Pick a real example: the next time you develop or implement risk-assessment models or methodologies.

Step 2Fill in [Purpose] and [Data] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

O*NET work activity: Develop financial analysis methods.. Also involves: Apply mathematical models of financial or business conditions..

Devise scenario analyses reflecting possible severe market events.

AI does the arithmetic and suggests what to look at; the conclusions are yours.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 42% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to devise scenario analyses reflecting possible severe market events.

Context: We use Tableau and Microsoft Power BI.
Operation or plan: [describe]
Known risks: [list]

Build a risk register with likelihood, impact and mitigation. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Business risk assessment

Step 1Pick a real example: the next time you devise scenario analyses reflecting possible severe market events.

Step 2Fill in [Operation or plan] and [Known risks] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

O*NET work activity: Assess risks to business operations..

Devise systems or processes to monitor validity of risk assessments.

AI drafts scripts and configs; design and security are yours.

Show prompt & steps

AI can draft configurations, scripts and test cases and explain unfamiliar systems. Architecture and security decisions need your expertise.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to devise systems or processes to monitor validity of risk assessments.

Context: We use Microsoft Visual Basic and Microsoft Visual Basic for Applications VBA.
Need: [cost monitoring, project tracking]
Data sources: [describe]

Design the system: data model, reports, and spreadsheet or database setup. Propose the approach first, then the code with comments and tests, and point out security risks.

10-minute exercise: Reporting or tracking system

Step 1Pick a real example: the next time you devise systems or processes.

Step 2Fill in [Need] and [Data sources] with the real details, then run the prompt.

Step 3Build it with last month's real data and check the totals.

Don't paste secrets, passwords or proprietary code into tools your employer hasn't approved.

O*NET work activity: Develop business or financial information systems..

Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.

AI generates options and references; taste and the final call are yours.

Show prompt & steps

Use AI to generate lots of options, references and rough mock-ups fast. The craft, the taste and the final call are what make it yours.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to draw charts and graphs, using computer spreadsheets, to illustrate technical reports.

Subject: [product, property]
Use: [listing, appraisal, store]

Give a shot list, lighting and composition tips. Give 10 quite different options from safe to bold, then develop the best 2.

10-minute exercise: Product or property photos

Step 1Pick a real example: the next time you draw charts and graphs.

Step 2Fill in [Subject] and [Use] with the real details, then run the prompt.

Step 3Pick the idea that sparks something and develop it yourself for 5 minutes.

Check the usage rules for AI images and text in your field, and make sure the final work is original.

O*NET work activity: Create images of data, locations, or products..

Evaluate and compare the relative quality of various securities in a given industry.

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to evaluate and compare the relative quality of various securities in a given industry.

Context: We use Tableau and Microsoft Power BI.
Goods or services: [crops, merchandise, products]
Data: [cost, quality, market prices]

Recommend a value or price range with reasoning and formulas for mark-up or mark-down. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Value and pricing

Step 1Pick a real example: the next time you evaluate and compare the relative quality of various securities.

Step 2Fill in [Goods or services] and [Data] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

O*NET work activity: Determine the value of goods or services..

Evaluate the risks and benefits involved in implementing green building technologies.

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to evaluate the risks and benefits involved in implementing green building technologies.

Context: We use Tableau and Microsoft Power BI.
Investment: [describe]
Data: [costs, policy, market]

Analyze risks and sensitivities. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Green investment risk

Step 1Pick a real example: the next time you evaluate the risks and benefits.

Step 2Fill in [Investment] and [Data] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

O*NET work activity: Analyze risks related to investments in green technology..

Evaluate the risks related to green investments, such as renewable energy company stocks.

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to evaluate the risks related to green investments, such as renewable energy company stocks.

Context: We use Tableau and Microsoft Power BI.
Investment: [describe]
Data: [costs, policy, market]

Analyze risks and sensitivities. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Green investment risk

Step 1Pick a real example: the next time you evaluate the risks.

Step 2Fill in [Investment] and [Data] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

O*NET work activity: Analyze risks related to investments in green technology..

Gather risk-related data from internal or external resources.

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to gather risk-related data from internal or external resources.

Context: We use Tableau and Microsoft Power BI.
What I track: [projects, KPIs, deadlines]
Updates I have: [paste status notes or numbers]

Make a status table: item, target, actual, on track or not, and next action. Flag the 3 items most at risk and the questions to ask their owners.

10-minute exercise: Collect performance updates

Step 1Pick a real example: the next time you gather risk-related data.

Step 2List your measures in [What I track] and paste [Updates I have].

Step 3Send the at-risk questions to the owners and update the table when they reply.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

O*NET work activity: Gather organizational performance information..

Identify key risks and mitigating factors of potential investments, such as asset types and values, legal and ownership structures, professional reputations, customer bases, or industry segments.

AI does the arithmetic and suggests what to look at; the conclusions are yours.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 48% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to identify key risks and mitigating factors of potential investments, such as asset types and values, legal and ownership structures, professional reputations, customer bases, or industry segments.

Context: We use Tableau and Microsoft Power BI.
Operation or plan: [describe]
Known risks: [list]

Build a risk register with likelihood, impact and mitigation. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Business risk assessment

Step 1Pick a real example: the next time you identify key risks and mitigating factors of potential investments. Leave out names and identifying details.

Step 2Fill in [Operation or plan] and [Known risks] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest. Confirm the rules against the current official source.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

O*NET work activity: Assess risks to business operations.. Also involves: Analyze business or financial data..

Meet with clients to answer queries on subjects such as risk exposure, market scenarios, or values-at-risk calculations.

AI helps you prepare clearer wording and likely questions.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 17% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Use AI to prepare: simpler wording, analogies, likely questions and a one-page handout. The conversation itself is yours.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to meet with clients to answer queries on subjects such as risk exposure, market scenarios, or values-at-risk calculations.

Topic: [budgeting, retirement, services]
Client situation: [general, no personal data]

Explain in plain language with examples. Use plain language, one everyday analogy, and the questions people are most likely to ask with short answers.

10-minute exercise: Financial topic explainer

Step 1Pick a real example: the next time you meet with clients. Leave out names and identifying details.

Step 2Fill in [Topic] and [Client situation] with the real details, then run the prompt.

Step 3Check every answer is right for your workplace before you share it.

Rules, prices and policies change. Make sure AI is working from your current official version.

O*NET work activity: Educate clients on financial planning topics..

Provide statistical modeling advice to other departments.

AI helps you prepare clearer wording and likely questions.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 16% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Use AI to prepare: simpler wording, analogies, likely questions and a one-page handout. The conversation itself is yours.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to provide statistical modeling advice to other departments.

Context: We use SAS and IBM SPSS Statistics.
Question: [modeling, data]
Audience: [departments]

Explain approaches and pitfalls. Use plain language, one everyday analogy, and the questions people are most likely to ask with short answers.

10-minute exercise: Analytics advice

Step 1Pick a real example: the next time you provide statistical modeling advice.

Step 2Fill in [Question] and [Audience] with the real details, then run the prompt.

Step 3Check every answer is right for your workplace before you share it.

Rules, prices and policies change. Make sure AI is working from your current official version.

O*NET work activity: Advise others on analytical techniques..

Recommend ways to control or reduce risk.

AI helps you prepare clearer wording and likely questions.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 37% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Use AI to prepare: simpler wording, analogies, likely questions and a one-page handout. The conversation itself is yours.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to recommend ways to control or reduce risk.

Issue: [market, operations, policy]
Audience: [groups, dealers]

Write advice with reasons. Use plain language, one everyday analogy, and the questions people are most likely to ask with short answers.

10-minute exercise: Business advice

Step 1Pick a real example: the next time you recommend ways.

Step 2Fill in [Issue] and [Audience] with the real details, then run the prompt.

Step 3Check every answer is right for your workplace before you share it.

Rules, prices and policies change. Make sure AI is working from your current official version.

O*NET work activity: Advise others on business or operational matters..

Review or draft risk disclosures for offer documents.

AI drafts the structure and wording; the specifics and sign-off are yours.

Show prompt & steps

AI can draft the structure and standard wording. The specifics, the judgment calls and the sign-off are yours.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to review or draft risk disclosures for offer documents.

Context: We use Microsoft SharePoint and Microsoft Word.
Submission: [type, agency]
Materials: [describe]

Draft an outline and checklist of required sections. Use plain language and headings where they help, and mark anything you had to guess with [CHECK].

10-minute exercise: Regulatory submission prep

Step 1Pick a real example: the next time you review or draft risk disclosures.

Step 2Fill in [Submission] and [Materials] with the real details, then run the prompt.

Step 3Check every fact, name and number against your source before it goes anywhere.

AI will happily make up numbers, names and dates. Every fact in the draft needs checking against your source.

O*NET work activity: Prepare regulatory or compliance documentation..

Track, measure, or report on aspects of market risk for traded issues.

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a financial risk specialist. Part of my job is to track, measure, or report on aspects of market risk for traded issues.

Context: We use Tableau and Microsoft Power BI.
Indicators: [quality, sustainability, business metrics]
Data: [paste recent values]

Summarize trends, flag metrics off target, and suggest a simple dashboard layout. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Indicator dashboard

Step 1Pick a real example: the next time you track, measure, or report on aspects of market risk.

Step 2Fill in [Indicators] and [Data] with the real details, then run the prompt.

Step 3Build the dashboard layout in your spreadsheet.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

O*NET work activity: Monitor business indicators.. Also involves: Present business-related information to audiences..

These stay human 1

They need your hands, your presence or your accountable judgment. Lean into them: they get more valuable as routine work is automated.

Recommend investments and investment timing to companies, investment firm staff, or the public.

Human connection. Use AI only before and after, to prepare.

Show prep prompt & steps

Where AI still helps: Use AI before and after, not during. Prepare talking points, practise a hard conversation, or turn your notes into a follow-up.

Prep prompt

I work as a financial risk specialist. Part of my job is to recommend investments and investment timing to companies, investment firm staff, or the public.

Client situation: [goals, risk, no personal data]
Options: [describe]

Prepare a recommendation explanation and risks. Then play the client. Suggest ways to open, phrases to avoid, and how to handle it if things get tense. Then play the other person so I can practice.

10-minute exercise: Investment recommendation prep

Step 1Pick a real example: the next time you recommend investments and investment.

Step 2Fill in [Client situation] and [Options] with the real details, then run the prompt.

Step 3After the real conversation, write down what worked so you can reuse it.

O*NET work activity: Recommend investments to clients..

Get the full prompt pack for Financial Risk Specialists

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Getting into this job

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Software in this job

In-demand tools from O*NET. Many now have AI built in, so check what yours can do before adding a new tool.

Amazon Web Services AWS softwareApache HiveAtlassian JIRAC++Google DocsIBM SPSS StatisticsIntuit QuickBooksLinuxMarketo Marketing AutomationMicrosoft AccessMicrosoft Azure softwareMicrosoft Excel