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SkillsMP has collected 123 skills from Changhochien/financial-services-hermes. Open a skill to review its source and details.
Changhochien/financial-services-hermesShowing 40 of 123 collected skills.
Use when financial-services work requires root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side and state what differs and why. Use after gl-recon has…
Use when financial-services work requires reconcile general ledger to subledger for a trade date or period — match at the position or transaction level, surface breaks, and classify each break by likely cause. Use for daily or month-end recon runs across…
Use when financial-services work requires parse an investor or client onboarding packet into structured KYC fields — identity, ownership, control, source of funds, and document inventory. Use as the first step of KYC screening; output feeds the rules engine..
Use when financial-services work requires apply the firm's KYC/AML rules grid to a parsed onboarding record — assign a risk rating, list every rule outcome with the rule cited, and flag what's missing or escalation-worthy. Use after kyc-doc-parse; this skill…
Use when financial-services work requires tie an LP statement to the fund's NAV pack — recompute the LP's capital account from the NAV components and flag any line that doesn't agree. Use before LP statements are distributed..
Use when financial-services work requires build a roll-forward schedule for a balance-sheet account — beginning balance plus activity less reversals equals ending balance, with each component tied to GL. Use for month-end close packages and audit support..
Use when financial-services work requires write flux commentary for every P&L and balance-sheet line over threshold — current vs prior period and vs budget, with the driver explained from underlying activity. Use for the month-end close package and management…
Use when financial-services work requires analyze the bond futures basis by pricing futures, identifying the cheapest-to-deliver, and comparing with yield curves to assess delivery option value and basis trading opportunities. Use when analyzing bond futures,…
Use when financial-services work requires perform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario stress testing. Use when analyzing bond richness/cheapness, computing spread decomposition, comparing…
Use when financial-services work requires generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals,…
Use when financial-services work requires review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing bond portfolios, computing portfolio duration and DV01,…
Use when financial-services work requires evaluate FX carry trade opportunities by combining spot rates, forward points, interest rate differentials, volatility surface analysis, and historical price trends. Use when analyzing carry trades, comparing FX…
Use when financial-services work requires build macroeconomic and rates dashboards combining macro indicators, yield curves, inflation breakevens, and swap rates. Use when monitoring macro conditions, analyzing yield curve shape, decomposing real vs nominal…
Use when financial-services work requires analyze option volatility by combining vol surface data, option pricing with Greeks, and historical price data to assess implied vs realized volatility. Use when pricing options, analyzing volatility surfaces,…
Use when financial-services work requires analyze the interest rate swap curve by pricing swaps at multiple tenors, overlaying government and inflation curves, and identifying curve trade opportunities. Use when analyzing swap curves, computing swap spreads,…
Use when financial-services work requires generate a concise 4-5 page equity research earnings preview for a single company. Analyzes the most recent earnings transcript, competitor landscape, valuation, and recent news to produce a professional HTML report..
Use when financial-services work requires generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capital markets activity across a user's watched sectors or companies. Use this skill when the user asks…
Use when financial-services work requires generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet,…
Use when financial-services work requires portfolio AI Readiness.
Use when financial-services work requires due Diligence Checklist.
Use when financial-services work requires diligence Meeting Prep.
Use when financial-services work requires deal Screening.
Use when financial-services work requires deal Sourcing.
Use when financial-services work requires investment Committee Memo.
Use when financial-services work requires portfolio Monitoring.
Use when financial-services work requires returns Analysis.
Use when financial-services work requires unit Economics Analysis.
Use when financial-services work requires value Creation Plan.
Use when financial-services work requires catalyst Calendar.
Use when financial-services work requires create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key…
Use when financial-services work requires earnings Preview.
Use when financial-services work requires idea Generation.
Use when financial-services work requires create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation…
Use when financial-services work requires model Update.
Use when financial-services work requires morning Note.
Use when financial-services work requires sector Overview.
Use when financial-services work requires thesis Tracker.
Use when financial-services work requires client Report.
Use when financial-services work requires client Review Prep.
Use when financial-services work requires financial Plan.