Claude Skills for a Finance & Investment Analyst — Page 2
Post-Acquisition Value Creation Planner
Turn post-close growth, cost, and operating initiatives into an actionable EBITDA bridge and 100-day plan.
Tax-Loss Harvesting Advisor
Finds taxable-account losses and manages wash-sale windows.
FHIR Clinical Data Connector
Connect to a hospital FHIR R4 server and extract structured findings from a patient’s clinical data and notes.
Period-End Accrual Planner
Calculates month-end accruals and drafts controller-ready journal entries.
PE Deal Sourcing Assistant
Find qualified targets, check relationship history, and prepare personalized founder outreach.
Healthcare Claims Fraud Screening
Turn Medicare and Medicaid claims into ranked, auditable investigation referrals.
Earnings Preview Analyst
Frame pre-earnings expectations, scenarios, and likely stock reactions.
Financial Model Refresh
Refresh estimates and reassess valuation after earnings, guidance, or macro changes.
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.
Portfolio Rebalancing Advisor
Detect allocation drift and propose tax-aware rebalancing trades with transaction costs in view.
PE Returns Sensitivity
Quickly test private-equity deal IRR and MOIC across entry, leverage, operating, exit, and timing assumptions.
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.
Portfolio AI Readiness Scan
Find and rank the highest-leverage AI opportunities across a private-equity portfolio.
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.