Finance & Investment Banking Claude Skills — Page 2
Industry Landscape Researcher
Turns sector questions into structured market, competition, valuation, and investment reports.
Investment Banking Deck Checker
Find cross-slide number errors, unsupported claims, language issues, and presentation defects before client delivery.
LP NAV Tie-Out Auditor
Recompute an LP capital account from the NAV pack and flag statement mismatches before distribution.
M&A Process Letter Drafter
Drafts clear bid instructions and process correspondence for sell-side M&A processes.
Investment Banking Strip Profile Builder
Builds dense company-profile slides for investment banking pitch books, deal materials, and client presentations.
Bond Futures Basis Analyzer
Price bond futures, identify the cheapest-to-deliver bond, and evaluate basis-trading opportunities.
Equity Research Snapshot
Turn consensus estimates, fundamentals, price history, and macro data into a structured stock research view.
S&P Company Tear Sheet Generator
Build audience-specific company tear sheets from S&P Capital IQ data.
DCF Valuation Model Builder
Build auditable DCF valuation models with WACC, scenarios, and sensitivity analysis.
Macro & Rates Monitor
Build macro and rates dashboards from economic data, yield curves, breakevens, and swaps.
Funding & Capital Markets Digest
Turns recent funding rounds and capital-markets activity into a drill-down-ready, one-slide PowerPoint briefing.
Financial Data Pack Builder
Turns deal documents and financial sources into standardized Excel workbooks ready for investment committee review.
Investment Proposal Builder
Create personalized, compliance-reviewable investment proposals for prospective wealth-management clients.
Fixed-Income Portfolio Review
Assess bond portfolio risk through pricing, cashflow analysis, and interest-rate stress testing.
Equity Catalyst Calendar
Track market-moving events across a coverage universe so research teams can focus and position ahead of catalysts.
Equity Research Initiation Workflow
A five-task workflow for producing institutional-style equity research initiation reports.
Investment Thesis Tracker
Keep portfolio theses current, testable, and review-ready.
Investment Banking Deal Tracker
Keep every live deal, milestone, deadline, and action item in one review-ready pipeline.
Month-End Variance Commentary
Explain material P&L and balance-sheet movements for close and management reporting.
Swap Curve Strategy Analyst
Builds swap curves, overlays government and inflation data, and identifies rate-curve trade structures.
Bond Relative Value Analyst
Assess bond richness and cheapness through pricing, curves, credit spreads, and rate-shock scenarios.
Comprehensive Financial Plan
Build a reviewable plan for retirement, education funding, estate needs, and household cash flow.
FX Carry Trade Analyst
Evaluates FX carry opportunities through forward curves, rate differentials, volatility surfaces, and historical spot trends.
Financial Statement Ratio Analyst
Calculate and interpret core financial ratios from statements to assess company performance and investment value.