financial-services-hermes

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 fanned out across a coverage list as a managed agent..

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 journal-entry posting (use month-end-closer for that)..

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 transaction monitoring..

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 an analyst or PM asks for a primer on a sector or theme; not for single-name coverage updates (use earnings-reviewer for that)..

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 event..

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 earnings-reviewer for that)..

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 gl-reconciler for that)..

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 football-field valuation in Excel, and generates a branded pitch deck on the bank's PowerPoint template. Use when an MD or senior banker asks for a first-draft pitch on a name — not for editing an existing deck (use the pitch-deck skill directly for that)..

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 go out..

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 that)..

Use when financial-services work requires buyer List.

Use when financial-services work requires cIM Builder.

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 committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs..

Use when financial-services work requires deal Tracker.

Use when financial-services work requires merger Model.

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 populating or filling a pitch deck template, or user needs to transfer data into existing slide layouts. Not for creating presentations from scratch..

Use when financial-services work requires process Letter.

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..

Use when financial-services work requires teaser.

Use when financial-services work requires fill out a 3-statement financial model template.

Use when financial-services work requires scan the portfolio for the highest-leverage AI opportunities.

Use when financial-services work requires analyze the bond futures basis with CTD identification, implied repo rate, and basis trade assessment.

Use when financial-services work requires analyze a bond's relative value vs yield curves and credit spreads with scenario stress testing.

Use when financial-services work requires evaluate FX carry trade opportunities with spot, forwards, vol surface, and historical context.

Use when financial-services work requires analyze option volatility with vol surface, Greeks, and implied vs realized vol comparison.

Use when financial-services work requires analyze the swap curve with government and inflation overlays to identify curve trade opportunities.

Use when financial-services work requires build a buyer universe for a sell-side process.

Use when financial-services work requires view or update the catalyst calendar.

Use when financial-services work requires draft a Confidential Information Memorandum.

Use when financial-services work requires generate a client performance report.

Use when financial-services work requires prep for a client review meeting.

Use when financial-services work requires create a competitive landscape analysis.

Use when financial-services work requires build a comparable company analysis with trading multiples.

Use when financial-services work requires build a DCF valuation model with comps-informed terminal multiples.

Use when financial-services work requires generate a due diligence checklist.

Use when financial-services work requires prep for a diligence meeting or expert call.

Use when financial-services work requires track and review live deal pipeline.

Use when financial-services work requires debug and audit a financial model for errors.

Use when financial-services work requires build a pre-earnings preview with scenarios.

Use when financial-services work requires analyze quarterly earnings and create an earnings update report.