Different Financial Roles, Don’t Install Random Skills: A Must-Read Skill Configuration Checklist for 7 Types of Finance Professionals

💥 The ultimate Codex Skill checklist for finance professionals is here.

Stop asking “Will AI replace finance people.”

The more realistic question is:

Even within finance, different roles need completely different Skills.

Investment research, investment banking, trading, risk management, compliance, wealth management, and fintech — their workflows are vastly different.

I’ve curated 10 Skills for each of the 7 finance roles.

Just copy this playbook.

1. Investment Research / Industry Research / Macro Analyst

Best for: Industry research, company analysis, macro analysis, strategy reports, morning meeting materials.

1. content-research-writer

   • Function: Search materials, organize sources, build outlines, draft content.
   • Why it fits: The core workflow of investment research is “information → judgment → report.”
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/content-research-writer

2. helium-mcp

   • Function: Search real-time news, market data, multi-source information.
   • Why it fits: Perfect for tracking hot topics, policy changes, and industry shifts.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/helium-mcp

3. notion-research-documentation

   • Function: Convert Notion materials into structured research documents.
   • Why it fits: Ideal for maintaining industry libraries, company databases, and meeting notes repositories.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/notion-research-documentation

4. notion-knowledge-capture

   • Function: Capture fragmented information into structured notes.
   • Why it fits: Finally, all those announcements, news items, and meeting summaries you skim daily can be properly stored.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/notion-knowledge-capture

5. spreadsheet-formula-helper

   • Function: Handle spreadsheet formulas, financial data, and simple calculations.
   • Why it fits: Researchers can’t escape Excel — this saves time on models and data cleaning.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/spreadsheet-formula-helper

6. paperjsx

   • Function: Generate PPTX, DOCX, PDF, XLSX, charts, and reports.
   • Why it fits: Turn research conclusions into morning meeting PPTs, deep-dive reports, and client materials.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/paperjsx

7. meeting-notes-and-actions

   • Function: Convert conference calls, roadshows, and meeting recordings into notes and action items.
   • Why it fits: No more manually staying up late to compile research trip notes.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/meeting-notes-and-actions

8. meeting-insights-analyzer

   • Function: Analyze core viewpoints and risk points from meetings, interviews, and notes.
   • Why it fits: Extract truly useful investment clues from a sea of information.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/meeting-insights-analyzer

9. file-organizer

   • Function: Organize research reports, announcements, meeting minutes, models, and chart files.
   • Why it fits: The more research materials you have, the more you need file governance.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/file-organizer

10. stop-slop

    • Function: Clean up AI-isms, templated phrases, and filler words.
    • Why it fits: Research reports are dangerous when they’re correct but have no judgment.
    • GitHub: https://github.com/hardikpandya/stop-slop

2. Investment Banking / FA / M&A Advisor

Best for: Pitchbooks, BPs, industry scans, transaction materials, client communication, due diligence checklists.

1. lead-research-assistant

   • Function: Research potential clients, company backgrounds, financing info, and contact details.
   • Why it fits: Prepare your groundwork before sourcing deals, chasing clients, or doing BD.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/lead-research-assistant

2. content-research-writer

   • Function: Search industry data, write company introductions, organize market analysis.
   • Why it fits: The most time-consuming industry pages in a Pitchbook can be drafted first.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/content-research-writer

3. paperjsx

   • Function: Generate PPT, DOCX, PDF, tables, and reports.
   • Why it fits: IB professionals deliver materials daily — this directly targets the core workflow.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/paperjsx

4. spreadsheet-formula-helper

   • Function: Handle valuation tables, financial statements, deal comparisons, and data cleaning.
   • Why it fits: Modeling can’t rely entirely on AI, but formulas, spreadsheets, and logic checks can be assisted.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/spreadsheet-formula-helper

5. email-draft-polish

   • Function: Write business emails, polish client communication, tighten phrasing.
   • Why it fits: Great for scheduling meetings, sending materials, chasing feedback, and following up on projects.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/email-draft-polish

6. meeting-notes-and-actions

   • Function: Convert client meetings and project meetings into notes, action items, and assigned owners.
   • Why it fits: In IB projects, the biggest risk is meetings ending with no one driving follow-up.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/meeting-notes-and-actions

7. meeting-insights-analyzer

   • Function: Analyze deal opportunities, risk points, and true client needs from meetings.
   • Why it fits: Clients may say they need financing, but what they really lack could be valuation, timing, or buyer resources.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/meeting-insights-analyzer

8. file-organizer

   • Function: Organize BPs, financial reports, due diligence materials, and version files.
   • Why it fits: IB is most likely to die from “final_version_v8_really_final.”
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/file-organizer

9. internal-comms

   • Function: Write internal project updates, progress syncs, and collaboration alerts.
   • Why it fits: Suitable for multi-person project teams — no need to manually craft updates each time.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/internal-comms

10. brand-guidelines

    • Function: Unify material style, messaging tone, and visual standards.
    • Why it fits: A Pitchbook should look like it comes from a professional institution, not a hastily assembled document.
    • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/brand-guidelines

3. Fund Manager / Trader / Secondary Market Investor

Best for: Pre-market preparation, position review, trade records, risk monitoring, strategy tracking.

1. helium-mcp

   • Function: Search real-time news, market dynamics, multi-source information.
   • Why it fits: Market roles are extremely sensitive to information speed.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/helium-mcp

2. content-research-writer

   • Function: Organize news, announcements, meeting notes, and generate investment memos.
   • Why it fits: Turn fragmented market information into actionable materials.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/content-research-writer

3. spreadsheet-formula-helper

   • Function: Handle position tables, trade records, attribution analysis, and risk exposure.
   • Why it fits: Trade reviews can’t function without spreadsheets.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/spreadsheet-formula-helper

4. paperjsx

   • Function: Generate review reports, portfolio reports, charts, PDFs.
   • Why it fits: Suitable for weekly reports, monthly reports, and client presentation materials.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/paperjsx

5. meeting-insights-analyzer

   • Function: Analyze core viewpoints from morning meetings, strategy sessions, and roadshow notes.
   • Why it fits: Turn “a bunch of opinions heard” into truly trackable hypotheses.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/meeting-insights-analyzer

6. meeting-notes-and-actions

   • Function: Convert investment committee meetings and strategy meetings into notes and action items.
   • Why it fits: Record viewpoints, track validation, reduce post-fact amnesia.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/meeting-notes-and-actions

7. notion-knowledge-capture

   • Function: Capture trade ideas, observations, hypotheses, and risk points into a database.
   • Why it fits: Traders fear remembering only the emotion, not the reason.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/notion-knowledge-capture

8. notion-research-documentation

   • Function: Organize strategy libraries, target databases, and review archives.
   • Why it fits: Let your investment framework accumulate over the long term.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/notion-research-documentation

9. file-organizer

   • Function: Organize trade journals, charts, research reports, and meeting notes.
   • Why it fits: High-frequency information flows need a stable archiving system.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/file-organizer

10. stop-slop

    • Function: Clean up filler words, clichés, and templated expressions.
    • Why it fits: Investment reviews should state real reasons, not beautifully written fluff.
    • GitHub: https://github.com/hardikpandya/stop-slop

4. Risk Management / Compliance / Internal Control / Audit

Best for: Risk identification, compliance reviews, policy organization, checklists, issue remediation.

1. security-threat-model

   • Function: Generate security threat models for specific projects.
   • Why it fits: Ideal for risk identification in fintech systems, data systems, and API systems.
   • GitHub: https://github.com/openai/skills/tree/main/skills/.curated/security-threat-model

2. content-research-writer

   • Function: Organize regulations, policies, and risk cases into analysis documents.
   • Why it fits: Compliance roles need to communicate complex rules clearly.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/content-research-writer

3. paperjsx

   • Function: Generate inspection reports, remediation reports, policy documents, PDFs.
   • Why it fits: The most common deliverable in risk & compliance is documentation.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/paperjsx

4. spreadsheet-formula-helper

   • Function: Handle risk registers, inspection checklists, and issue tracking sheets.
   • Why it fits: Risk management relies on spreadsheets and status tracking.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/spreadsheet-formula-helper

5. support-ticket-triage

   • Function: Classify, prioritize, and assign issues, complaints, and anomaly tickets.
   • Why it fits: Suitable for handling customer complaints, compliance leads, and operational anomalies.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/support-ticket-triage

6. meeting-notes-and-actions

   • Function: Convert remediation meetings and review meetings into notes and action items.
   • Why it fits: Remediation isn’t about holding meetings — it’s about someone responsible, a deadline, and a follow-up review.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/meeting-notes-and-actions

7. meeting-insights-analyzer

   • Function: Analyze risk points, contradictions, and responsibility boundaries in meetings and materials.
   • Why it fits: Risk management is about finding “problems that look fine on the surface.”
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/meeting-insights-analyzer

8. file-organizer

   • Function: Organize policies, contracts, audit materials, and inspection workpapers.
   • Why it fits: The compliance evidence chain must not be messy.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/file-organizer

9. internal-comms

   • Function: Generate internal announcements, remediation reminders, and policy promotions.
   • Why it fits: Compliance requirements only have execution power if the business can understand them.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/internal-comms

10. create-plan

    • Function: Break down plans first, then drive execution.
    • Why it fits: Suitable for creating remediation plans, inspection plans, and policy upgrade plans.
    • GitHub: https://github.com/openai/skills/tree/main/skills/.experimental/create-plan

5. Wealth Management / Financial Advisor / Private Banking Advisor

Best for: Client profiling, asset allocation communication, client follow-up, product explanations, post-investment service.

1. lead-research-assistant

   • Function: Research potential clients, client backgrounds, corporate info, and public data.
   • Why it fits: For high-net-worth client service, upfront understanding is crucial.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/lead-research-assistant

2. email-draft-polish

   • Function: Write client emails, polish follow-up scripts, tighten phrasing.
   • Why it fits: Great for sending product explanations, meeting invitations, and post-investment updates.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/email-draft-polish

3. content-research-writer

   • Function: Organize market commentary, product materials, and client education content.
   • Why it fits: Translate complex financial knowledge into plain language.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/content-research-writer

4. paperjsx

   • Function: Generate client reports, asset allocation explanations, PPTs, PDFs.
   • Why it fits: Clients prefer clear materials, not pages full of jargon.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/paperjsx

5. spreadsheet-formula-helper

   • Function: Organize client asset tables, product comparison tables, and return calculation sheets.
   • Why it fits: Suitable for client segmentation and allocation support.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/spreadsheet-formula-helper

6. meeting-notes-and-actions

   • Function: Convert client communication into notes, needs, and next steps.
   • Why it fits: The biggest risk in client service is forgetting what was discussed.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/meeting-notes-and-actions

7. meeting-insights-analyzer

   • Function: Analyze the real needs, risk preferences, and concerns behind client conversations.
   • Why it fits: Clients may ask about returns, but what they really want is a sense of security.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/meeting-insights-analyzer

8. brand-guidelines

   • Function: Unify advisor image, communication style, and client material tone.
   • Why it fits: Wealth management sells trust — communication must be consistent.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/brand-guidelines

9. support-ticket-triage

   • Function: Organize client issues, complaints, feedback, and pending items.
   • Why it fits: Suitable for post-investment service and client maintenance.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/support-ticket-triage

10. file-organizer

    • Function: Organize client materials, product documents, meeting notes, and contract files.
    • Why it fits: Client data can’t be stored in memory alone.
    • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/file-organizer

6. Fintech Product Manager / Operations / Growth

Best for: Product design, user feedback, campaign planning, data analysis, requirements documents, version iteration.

1. notion-spec-to-implementation

   • Function: Convert Notion requirement docs into development plans and tasks.
   • Why it fits: Fintech product managers can use this to drive requirements into execution.
   • GitHub: https://github.com/openai/skills/tree/main/skills/.curated/notion-spec-to-implementation

2. create-plan

   • Function: Break down a plan first, then execute the project.
   • Why it fits: Suitable for product iterations, campaign launches, and process improvements.
   • GitHub: https://github.com/openai/skills/tree/main/skills/.experimental/create-plan

3. content-research-writer

   • Function: Write product descriptions, competitive analysis, and user education content.
   • Why it fits: Fintech products need to clearly explain both value and risk.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/content-research-writer

4. competitive-ads-extractor

   • Function: Deconstruct competitor ads, selling points, landing pages, and conversion structures.
   • Why it fits: Useful for seeing how competitors sell funds, insurance, wealth management, and credit products.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/competitive-ads-extractor

5. support-ticket-triage

   • Function: Organize user feedback, complaints, issue classification, and priorities.
   • Why it fits: User feedback is itself the product roadmap.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/support-ticket-triage

6. spreadsheet-formula-helper

   • Function: Handle campaign data, conversion data, retention data, and channel data.
   • Why it fits: Operations without data is just guesswork.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/spreadsheet-formula-helper

7. paperjsx

   • Function: Generate product proposals, operations reviews, PPTs, and reports.
   • Why it fits: Fintech products need to pass reviews, get approvals, and align resources — materials must be clear.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/paperjsx

8. webapp-testing

   • Function: Test web application flows and output test results.
   • Why it fits: Ideal for checking account opening, subscription, redemption, payment, login, and other flows.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/webapp-testing

9. meeting-notes-and-actions

   • Function: Convert requirements meetings, review meetings, and retrospectives into action items.
   • Why it fits: Product progress relies on records, and even more on closing the loop.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/meeting-notes-and-actions

10. changelog-generator

    • Function: Generate product update logs, version release notes, and launch notes.
    • Why it fits: Suitable for App, SaaS, and fintech tool product updates.
    • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/changelog-generator

7. Fintech / Quantitative / Data Analysis / Development

Best for: Strategy development, data pipelines, financial systems, testing, CI, APIs, agent toolchains.

1. create-plan

   • Function: Break down a plan, define scope, and list steps before development.
   • Why it fits: For complex projects, plan first to write less wasteful code.
   • GitHub: https://github.com/openai/skills/tree/main/skills/.experimental/create-plan

2. webapp-testing

   • Function: Use Playwright to test real web application flows.
   • Why it fits: Suitable for testing login, trading, query, and reporting pages in financial systems.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/webapp-testing

3. security-threat-model

   • Function: Generate security threat models for code repositories or projects.
   • Why it fits: Fintech systems must prioritize data, permissions, APIs, and attack surface.
   • GitHub: https://github.com/openai/skills/tree/main/skills/.curated/security-threat-model

4. gh-fix-ci

   • Function: Analyze GitHub Actions failures and provide fixes.
   • Why it fits: No need to manually dig through logs when CI breaks.
   • GitHub: https://github.com/openai/skills/tree/main/skills/.curated/gh-fix-ci

5. gh-address-comments

   • Function: Handle review comments on GitHub PRs and issues.
   • Why it fits: Great for code reviews, team collaboration, and open source maintenance.
   • GitHub: https://github.com/openai/skills/tree/main/skills/.curated/gh-address-comments

6. mcp-builder

   • Function: Assist in building and evaluating MCP Servers.
   • Why it fits: Suitable for connecting market data, risk systems, databases, and internal systems as Agent tools.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/mcp-builder

7. spreadsheet-formula-helper

   • Function: Handle data tables, formulas, metric calculations, and result validation.
   • Why it fits: Quantitative and data analysis still rely on spreadsheet validation.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/spreadsheet-formula-helper

8. paperjsx

   • Function: Generate strategy reports, backtest reports, charts, PDFs, and PPTs.
   • Why it fits: Code runs, but results also need to be clearly communicated.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/paperjsx

9. developer-growth-analysis

   • Function: Analyze coding habits and blind spots during Codex usage.
   • Why it fits: Helps improve AI-assisted coding skills and engineering habits.
   • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/developer-growth-analysis

10. changelog-generator

    • Function: Generate version updates, strategy changes, and system iteration records.
    • Why it fits: The biggest risk in financial systems is changes nobody knows about, making it impossible to trace issues.
    • GitHub: https://github.com/ComposioHQ/awesome-codex-skills/tree/master/changelog-generator

In a Nutshell:

When finance professionals use AI, they shouldn’t just stop at “help me write a paragraph.”

What they should really do is:

Turn repetitive tasks in their role into Skills.

• Research: Search materials, read announcements, write reports, take notes.
• Investment Banking: Find clients, create materials, manage projects, control versions.
• Trading: Monitor markets, record logic, do reviews, manage risk.
• Risk & Compliance: Identify issues, assign severity, track remediation, preserve evidence.
• Wealth Management: Understand clients, prepare materials, follow up, post-investment service.
• Product & Operations: Review feedback, write requirements, test flows, do retrospectives.
• Fintech: Write code, test systems, fix CI, build toolchains.

Average finance professionals use AI to save a little time.

Advanced finance professionals use Skills to rebuild their entire workflow.

That’s the difference.