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SkillsMP a collecté 123 skills depuis Changhochien/financial-services-hermes. Ouvrez un skill pour examiner sa source et ses détails.
Changhochien/financial-services-hermesAffichage de 40 skills collectés sur 123.
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…
Langue du texte source : anglais
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…
Langue du texte source : anglais
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..
Langue du texte source : anglais
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…
Langue du texte source : anglais
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..
Langue du texte source : anglais
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..
Langue du texte source : anglais
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…
Langue du texte source : anglais
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,…
Langue du texte source : anglais
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…
Langue du texte source : anglais
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,…
Langue du texte source : anglais
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,…
Langue du texte source : anglais
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…
Langue du texte source : anglais
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…
Langue du texte source : anglais
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,…
Langue du texte source : anglais
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,…
Langue du texte source : anglais
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..
Langue du texte source : anglais
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…
Langue du texte source : anglais
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,…
Langue du texte source : anglais
Use when financial-services work requires portfolio AI Readiness.
Langue du texte source : anglais
Use when financial-services work requires due Diligence Checklist.
Langue du texte source : anglais
Use when financial-services work requires diligence Meeting Prep.
Langue du texte source : anglais
Use when financial-services work requires deal Screening.
Langue du texte source : anglais
Use when financial-services work requires deal Sourcing.
Langue du texte source : anglais
Use when financial-services work requires investment Committee Memo.
Langue du texte source : anglais
Use when financial-services work requires portfolio Monitoring.
Langue du texte source : anglais
Use when financial-services work requires returns Analysis.
Langue du texte source : anglais
Use when financial-services work requires unit Economics Analysis.
Langue du texte source : anglais
Use when financial-services work requires value Creation Plan.
Langue du texte source : anglais
Use when financial-services work requires catalyst Calendar.
Langue du texte source : anglais
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…
Langue du texte source : anglais
Use when financial-services work requires earnings Preview.
Langue du texte source : anglais
Use when financial-services work requires idea Generation.
Langue du texte source : anglais
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…
Langue du texte source : anglais
Use when financial-services work requires model Update.
Langue du texte source : anglais
Use when financial-services work requires morning Note.
Langue du texte source : anglais
Use when financial-services work requires sector Overview.
Langue du texte source : anglais
Use when financial-services work requires thesis Tracker.
Langue du texte source : anglais
Use when financial-services work requires client Report.
Langue du texte source : anglais
Use when financial-services work requires client Review Prep.
Langue du texte source : anglais
Use when financial-services work requires financial Plan.
Langue du texte source : anglais