For Risk Analysts ·
What you'll accomplish
By the end of this guide, you'll have a repeatable process for writing your recurring risk reports — quarterly risk committee narratives, board risk summaries, KRI commentary — in 20–30 minutes instead of 3–5 hours. Claude handles the prose; you handle the accuracy check.
What you'll need
Before opening Claude, pull together what you need:
You don't need to write anything — just collect your data in bullet points.
In Claude, start with context that Claude will use across the whole report:
I'm a risk analyst preparing a [quarterly / monthly / annual] risk report for [audience: board risk committee / executive leadership / regulators]. Our organization is a [org type and size].
Report period: [dates]
The report follows this structure:
1. Risk Overview / Executive Summary
2. [Risk Category 1, e.g. Credit Risk] — metrics and narrative
3. [Risk Category 2, e.g. Operational Risk]
4. [Risk Category 3]
5. Key Themes and Forward Outlook
6. Recommended Actions
Tone: formal, clear, appropriate for senior executives. No jargon without explanation. Each section 150-250 words.
Press Enter. Then continue with the next step in the same conversation.
Work through each section:
Here is the data for the Credit Risk section:
- 90-day NPL ratio: 2.1% (vs. 1.8% prior quarter, threshold 2.5%)
- Commercial real estate concentration: 45% of portfolio
- 3 new watch credits added: [industry/size]
- Stress test results: portfolio withstands a 25% CRE price decline before hitting capital trigger
Write the Credit Risk section of the report based on this data.
Repeat for each section.
After all sections are drafted:
Based on the sections we've written for Credit Risk, Operational Risk, and [other categories], write a 200-word executive summary that: highlights the top 3 risk themes, notes any threshold breaches or emerging concerns, and frames the overall risk posture as [within appetite / approaching limits / requires management attention].
Print or copy the full draft. Go through it with your data and mark every specific number, date, or regulatory reference:
Edit every ✗ and ? before the report is finalized. AI gets narrative structure right; humans catch factual errors.
What you should see: A near-complete report draft that needs editing for accuracy, not rewriting from scratch
Troubleshooting: If narratives feel generic, add more organizational specifics in your context prompt — your key business lines, geographic markets, or the specific regulatory framework you operate under
1. Section from bullet data:
Write the [section name] for our [quarterly / monthly] risk report. Data: [paste bullets]. Tone: formal executive. Length: 200 words.
2. Executive summary:
Write a 200-word executive summary based on these sections. Highlight: top 3 themes, any threshold concerns, overall risk posture.
3. KRI commentary:
Write dashboard commentary for these KRIs: [list name, current value, prior value, threshold]. Note any breaches, explain trends, suggest management attention items.
4. Forward-looking section:
Write a "forward outlook" section noting these upcoming risk factors: [list]. Connect them to current portfolio exposures. 150 words.