职业分类
个人理财顾问
描述
Use when financial-services work requires build or update a financial plan.
原文语言：英语
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Changhochien/financial-services-hermes - 第 2 页
SkillsMP 已收集 Changhochien/financial-services-hermes 中的 123 个 Skill。打开任一 Skill 可查看来源和详情。
Changhochien/financial-services-hermes已展示 40 / 123 个已收集 Skill。
skill
职业分类
描述
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职业分类
财务和投资分析师
描述
Use when financial-services work requires draft an investment committee memo.
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires create an initiating coverage report.
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires build an LBO model for a PE acquisition.
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires build a macro and rates dashboard with economic indicators, yield curves, inflation, and swap spreads.
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires build an accretion/dilution merger model.
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires update a financial model with new data.
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires draft a morning meeting note.
原文语言：英语
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职业分类
高级秘书和行政助理
描述
Use when financial-services work requires create a one-page company strip profile using branded PPT template.
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires review portfolio company performance.
原文语言：英语
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职业分类
高级秘书和行政助理
描述
Use when financial-services work requires create a reusable PPT template skill from a PowerPoint template file.
原文语言：英语
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职业分类
高级秘书和行政助理
描述
Use when financial-services work requires draft a process letter or bid instructions.
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires create an investment proposal for a prospect.
原文语言：英语
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职业分类
个人理财顾问
描述
Use when financial-services work requires analyze drift and generate rebalancing trades.
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires generate a comprehensive equity research snapshot with consensus estimates, fundamentals, and price performance.
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires build IRR/MOIC sensitivity tables.
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires review a fixed income portfolio with pricing, reference data, cashflows, and scenario analysis.
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires screen an inbound deal (CIM or teaser).
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires run a stock screen or generate investment ideas.
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires create a sector overview report.
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires source deals — discover companies and draft founder outreach.
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires draft an anonymous one-page teaser.
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires create or update an investment thesis.
原文语言：英语
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职业分类
个人理财顾问
描述
Use when financial-services work requires identify tax-loss harvesting opportunities.
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires analyze unit economics (ARR cohorts, LTV/CAC, retention).
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires build a post-acquisition value creation plan.
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate…
原文语言：英语
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职业分类
会计师与审计师
描述
Use when financial-services work requires audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and…
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns. Use when data is messy, inconsistent, or…
原文语言：英语
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职业分类
市场调研分析师与营销专员
描述
Use when financial-services work requires framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user asks for a competitive landscape, competitor analysis, peer…
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format..
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs…
原文语言：英语
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职业分类
高级秘书和行政助理
描述
Use when financial-services work requires updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the comps", "roll this…
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against IB standards, (4)…
原文语言：英语
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职业分类
财务和投资分析师
描述
Use when financial-services work requires this skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates…
原文语言：英语
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职业分类
软件开发工程师
描述
Use when financial-services work requires creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill from their template. For creating actual presentations, use…
原文语言：英语
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职业分类
软件开发工程师
描述
Use when financial-services work requires produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app..
原文语言：英语
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职业分类
软件开发工程师
描述
Use when financial-services work requires guide for creating effective skills. This skill should be used when users want to create a new skill (or update an existing skill) that extends Claude's capabilities with specialized knowledge, workflows, or tool…
原文语言：英语
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职业分类
软件开发工程师
描述
Use when financial-services work requires produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app..
原文语言：英语
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职业分类
会计师与审计师
描述
Use when financial-services work requires build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft for controller approval, not a posting..
原文语言：英语
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已展示 40 / 123 个已收集 Skill。