Learn the asset-management skills general courses won't teach you.
For analysts, consultants, PMs, and engineers already in the industry — and for people trying to break in. Hands-on skills tied to real roles, real vendors, and real salary bands — including the sweet-spot skills hiring managers most often say are missing.
Most skills travel. Switch to “All sectors” to see how the same skill is used next door.
Real jobs, pay bands, hubs.
Ranked by demand and coverage gap.
High job demand, commonly cited as a gap by hiring managers.
Per added skill, role-adjusted.
Top roles & skills — hiring right now.
- 1Quant DeveloperSignal research, backtests, execution analytics.42
- 2WealthTech Technical ConsultantFront-to-back platform selection and delivery.35
- 3Solution ArchitectDesigns the seams between custodian, OMS, CRM, and the LLM layer.32
- 4AI / Agentic-AI Engineer — WealthYou build Dynasty Financial's AI agent that ingests an advisor's full client book from Addepar, retrieves relevant plann31
- 5Data Engineer — Advisor PlatformsYou rebuild the nightly custodial ingestion pipeline at a $15B AUM RIA aggregator, replacing fragile FTP scripts with a 29
- 1IBOR vs. ABORRunning an investment book of record for the front office next to an accounting book of record for the fund — and knowing which one answers which question.71
- 2NAV production & oversightThe daily race to strike a fund's net asset value: pricing, accruals, fees, fair value and the administrator's file.69
- 3Quant research workflowTurning a hypothesis into a tested, reproducible signal — data hygiene, survivorship, and honest backtests.68
- 4OMS / EMS workflowHow an idea becomes an order, an order becomes an execution, and compliance sits in the middle of both.68
- 5Factor & risk modelsUsing Barra/Axioma-style models to see what a portfolio is really exposed to, and to budget risk deliberately.67
Ranked from real job postings, pay bands, and coverage gaps this quarter.
Try the tools — before the reading.
Small, honest calculators and drills. Flip a card to see what’s inside — each one takes two minutes and hands you back something you can actually use.
Six honest questions → your top-two role matches and the fastest bridge to them.
- 6 fast-scenario questions, no signup
- Ranked role matches with match scores
- Bridge skills to close the gap
Role × city × skills. Watch the band move; see which skill pays.
- Pick a role and city
- Toggle skills — band shifts live
- Highest-lift skill flagged for you
Toggle 5 skills you have. Watch the roles that light up, the salary band they open, and the single highest-lift skill to add next.
- Pick up to 5 skills you have
- Top 3 roles that light up
- Highest-lift skill to add next
Who actually employs in this industry — pick a shop type and a hub, see the stack they run and what the screen tests.
- In-house · vendor · consultancy · custodian
- World map of hiring hubs
- What each badge screens for
Already know where you want to go? See the shortest skill bridge and the pay lift.
- Ranked missing skills by leverage
- Skills you already carry across
- Estimated pay lift + cluster jump
Eight sub-caps. Cost-out, revenue-up, or hybrid? See how the market actually pays each one.
- 8 real wealth-tech sub-capabilities
- Bucket each — cost-out / revenue-up / hybrid
- Score against the payoff index
The industry, by work function.
Six bands cover the whole shop — advisor-facing ops, risk & compliance, implementation & engineering, AI & data, product & strategy, distribution. Click any capability to see the stages, features, and vendors inside.
How financial planning actually gets shipped — for the product, engineering, and ops people who build the software, not for would-be planners. Enough fluency to spec features, run vendor discovery, and make build-vs-buy calls.
Scanning returns, identifying opportunities, modeling scenarios, executing strategies, documenting for CPAs.
Drift detection, tax/constraint checks, order generation, pre-trade compliance, execution, allocation, reconciliation.
Custodial data, reconciliation, performance calc, fee calc, invoicing, statements.
Model construction, sleeves, household-level overlays, glide paths, alts allocation, and SRI/ESG screens.
Client portal, meetings, notetaking, advice engagement, behavioral assessment, feedback loops.
Advisor-facing ops
Comprehensive planning, tax, trading & rebalancing, performance & billing, portfolio construction, client engagement.
How financial planning actually gets shipped — for the product, engineering, and ops people who build the software, not for would-be planners. Enough fluency to spec features, run vendor discovery, and make build-vs-buy calls.
Scanning returns, identifying opportunities, modeling scenarios, executing strategies, documenting for CPAs.
Drift detection, tax/constraint checks, order generation, pre-trade compliance, execution, allocation, reconciliation.
Custodial data, reconciliation, performance calc, fee calc, invoicing, statements.
Model construction, sleeves, household-level overlays, glide paths, alts allocation, and SRI/ESG screens.
Client portal, meetings, notetaking, advice engagement, behavioral assessment, feedback loops.
Risk, compliance & controls
Trade surveillance, comms archiving, Reg BI documentation, marketing review, code of ethics.
Implementation & engineering
Platform integration, workflow, document management, custody & clearing wiring, data warehouse, cybersecurity.
AI, data & analytics
Copilots, agentic workflows, investment research & analytics, model risk, retrieval — where AI is rewriting the work.
Product & strategy
Product management, roadmap, vendor selection, packaging — the choices that decide what gets built and bought.
Model construction, sleeves, household-level overlays, glide paths, alts allocation, and SRI/ESG screens.
CRM, workflow, document management, e-sign, cash & billing, data warehouse, cybersecurity.
Generative AI, agentic copilots, AI-driven research, graphics, voice and search overlays.
Distribution & growth
Lead gen, referral networks, proposal generation, sales enablement, content marketing, lifecycle.
Operator-grade, not generic.
Generic courses teach "what does a PMS do." We teach the positions file, the write endpoint, the NIGO triage, the RFP scorecard, and the Tuesday-morning fire — across PMS, CRM, planning and custody categories. Vendor names stay as examples; the lesson is portable.
Try NIGO DetectiveTalk to an operator
30-min consult — mock interviews, portfolio review, role-specific prep.
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