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O SkillsMP coletou 123 skills de Changhochien/financial-services-hermes. Abra uma skill para revisar a origem e os detalhes.
Mostrando 40 de 123 skills coletadas.
Use when financial-services work requires processes an earnings event end to end — reads the call transcript and filings, updates the coverage model, and drafts the post-earnings note. Use when a covered name reports; for a single name interactively, or…
Idioma do texto original: inglês
Use when financial-services work requires reconciles general ledger to subledger across asset classes for a trade date — finds breaks, traces root cause, and routes the exception report for sign-off. Use for daily or month-end recon runs; not for…
Idioma do texto original: inglês
Use when financial-services work requires parses an onboarding document packet, runs the firm's KYC/AML rules engine, screens against sanctions and PEP lists, and flags gaps for escalation. Use for new-client onboarding or periodic refresh — not for…
Idioma do texto original: inglês
Use when financial-services work requires produces sector or thematic market research — industry overview, competitive landscape, trading-comps spread of the peer set, and a thematic ideas shortlist — packaged as a research note with optional slides. Use when…
Idioma do texto original: inglês
Use when financial-services work requires builds a briefing pack before a client or prospect meeting — relationship history from CRM, holdings and recent activity, market context, and a suggested agenda. Use ahead of any client meeting; pairs with a calendar…
Idioma do texto original: inglês
Use when financial-services work requires builds DCF, LBO, three-statement, and trading-comps models live in Excel from a ticker and assumption set. Use when you need a clean model from scratch — not for updating an existing coverage model (use…
Idioma do texto original: inglês
Use when financial-services work requires runs the month-end close for an entity — accruals, roll-forwards, and variance commentary — and stages the close package for controller sign-off. Use for period-end close; not for daily reconciliation (use…
Idioma do texto original: inglês
Use when financial-services work requires end-to-end investment banking pitch agent. Given a target company and a strategic situation (e.g., "exploring strategic alternatives"), autonomously pulls comps and precedents from market data, builds a DCF and…
Idioma do texto original: inglês
Use when financial-services work requires audits a batch of pre-generated LP capital-account statements against the fund NAV pack before distribution — ties out balances, allocations, and fees, and flags discrepancies. Use as the final check before statements…
Idioma do texto original: inglês
Use when financial-services work requires ingests GP valuation packages for a fund, runs them through the valuation template, and stages LP reporting. Use for quarter-end portfolio valuation review — not for deal-time underwriting (use model-builder for…
Idioma do texto original: inglês
Use when financial-services work requires buyer List.
Idioma do texto original: inglês
Use when financial-services work requires cIM Builder.
Idioma do texto original: inglês
Use when financial-services work requires build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment…
Idioma do texto original: inglês
Use when financial-services work requires deal Tracker.
Idioma do texto original: inglês
Use when financial-services work requires merger Model.
Idioma do texto original: inglês
Use when financial-services work requires populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides, user mentions…
Idioma do texto original: inglês
Use when financial-services work requires process Letter.
Idioma do texto original: inglês
Use when financial-services work requires creates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-dense slides with quadrant layouts, charts, and tables..
Idioma do texto original: inglês
Use when financial-services work requires teaser.
Idioma do texto original: inglês
Use when financial-services work requires fill out a 3-statement financial model template.
Idioma do texto original: inglês
Use when financial-services work requires scan the portfolio for the highest-leverage AI opportunities.
Idioma do texto original: inglês
Use when financial-services work requires analyze the bond futures basis with CTD identification, implied repo rate, and basis trade assessment.
Idioma do texto original: inglês
Use when financial-services work requires analyze a bond's relative value vs yield curves and credit spreads with scenario stress testing.
Idioma do texto original: inglês
Use when financial-services work requires evaluate FX carry trade opportunities with spot, forwards, vol surface, and historical context.
Idioma do texto original: inglês
Use when financial-services work requires analyze option volatility with vol surface, Greeks, and implied vs realized vol comparison.
Idioma do texto original: inglês
Use when financial-services work requires analyze the swap curve with government and inflation overlays to identify curve trade opportunities.
Idioma do texto original: inglês
Use when financial-services work requires build a buyer universe for a sell-side process.
Idioma do texto original: inglês
Use when financial-services work requires view or update the catalyst calendar.
Idioma do texto original: inglês
Use when financial-services work requires draft a Confidential Information Memorandum.
Idioma do texto original: inglês
Use when financial-services work requires generate a client performance report.
Idioma do texto original: inglês
Use when financial-services work requires prep for a client review meeting.
Idioma do texto original: inglês
Use when financial-services work requires create a competitive landscape analysis.
Idioma do texto original: inglês
Use when financial-services work requires build a comparable company analysis with trading multiples.
Idioma do texto original: inglês
Use when financial-services work requires build a DCF valuation model with comps-informed terminal multiples.
Idioma do texto original: inglês
Use when financial-services work requires generate a due diligence checklist.
Idioma do texto original: inglês
Use when financial-services work requires prep for a diligence meeting or expert call.
Idioma do texto original: inglês
Use when financial-services work requires track and review live deal pipeline.
Idioma do texto original: inglês
Use when financial-services work requires debug and audit a financial model for errors.
Idioma do texto original: inglês
Use when financial-services work requires build a pre-earnings preview with scenarios.
Idioma do texto original: inglês
Use when financial-services work requires analyze quarterly earnings and create an earnings update report.
Idioma do texto original: inglês