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Productivity & Automation · JoelLewis/finance_skills
4 skills found.
Product:
Skills
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| # | Skill | Repository | Stars | Used in | Tokens | Auto-check | Licence | Updated |
|---|---|---|---|---|---|---|---|---|
| 1 | Guide the design and maintenance of recordkeeping programs under SEC Rules 17a-3, 17a-4, and 204-2. | JoelLewis/ | 206 | — | ~11k | Automated safety check: Pass | MIT | 2 mo ago |
| 2 | Measure and raise straight-through processing (STP) rates in securities operations through zero-touch, exception-based processing. | JoelLewis/ | 206 | — | ~7.8k | Automated safety check: Pass | MIT | 2 mo ago |
| 3 | Design human-in-the-loop workflow orchestration for securities operations: task routing, approval chains, and SLA monitoring. | JoelLewis/ | 206 | — | ~7.3k | Automated safety check: Pass | MIT | 2 mo ago |
| 4 | Prepare advisors for client review meetings by assembling context packages, performance summaries, drift analysis, talking points, and meeting agendas. | JoelLewis/ | 206 | — | ~6.4k | Automated safety check: Pass | MIT | 2 mo ago |
