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Claude Skills by CaseMark
github.com/CaseMark2,057 skills3 installs2,905 views
- Conducting Risk Appetite FrameworksDevelops risk appetite statements with quantitative limits and qualitative boundaries documentation. Use when defining risk appetite, setting risk limits, or calibrating risk tolerances.Votes: 0GitHub stars: 41
- Conducting Risk Control Self AssessmentsDesigns and facilitates RCSA processes with risk identification, control evaluation, and action planning. Use when conducting RCSAs, evaluating internal controls, or identifying emerging risks.Votes: 0GitHub stars: 41
- Conducting Scenario PlanningStructures financial scenario analysis with assumption modeling, sensitivity testing, and decision frameworks. Use when modeling scenarios, testing assumptions, or evaluating strategic options.Votes: 0GitHub stars: 41
- Conducting Stress TestingDesigns and executes portfolio and enterprise stress tests with scenario specification and result analysis. Use when stress testing portfolios, designing stress scenarios, or analyzing stress test results.Votes: 0GitHub stars: 41
- Conducting Variance AnalysisStructures budget vs. actual variance analysis with driver decomposition and management narrative. Use when analyzing variances, explaining budget deviations, or preparing variance reports.Votes: 0GitHub stars: 41
- Conducting Wealth Transfer AnalysisStructures intergenerational wealth transfer with gifting strategies, trust design, and tax impact modeling. Use when planning wealth transfer, modeling gift strategies, or designing transfer structures.Votes: 0GitHub stars: 41
- Conducting Working Capital Due DiligenceAnalyzes target company working capital for M&A with normalization, peg calculation, and adjustment mechanics. Use when analyzing WC for transactions, calculating WC pegs, or structuring WC adjustment mechanisms.Votes: 0GitHub stars: 41
- Constructing Portfolio AllocationsBuilds strategic and tactical asset allocation models with risk-return optimization and constraint management. Use when constructing portfolios, optimizing asset allocation, or building model portfolios.Votes: 0GitHub stars: 41
- Creating Financial PlansStructures comprehensive financial plans with cash flow projection, goal analysis, and strategy integration. Use when building financial plans, projecting retirement needs, or creating comprehensive wealth strategies.Votes: 0GitHub stars: 41
- Creating Management DashboardsDesigns management reporting dashboards with KPI selection, visualization, and drill-down structure. Use when building financial dashboards, selecting KPIs, or designing management reports.Votes: 0GitHub stars: 41
- Creating Pitch BooksBuilds client pitch materials with market overview, strategic rationale, valuation analysis, and transaction positioning. Use when creating pitch books, preparing client presentations, or building deal marketing materials.Votes: 0GitHub stars: 41
- Drafting Credit MemosCreates structured credit memos with borrower analysis, risk assessment, and recommendation justification. Use when writing credit memos, documenting credit decisions, or presenting credit recommendations.Votes: 0GitHub stars: 41
- Drafting Investment MemosCreates structured investment memoranda with business description, financial analysis, valuation, and risk assessment for deal review. Use when writing investment memos, preparing deal summaries, or documenting investment recommendations.Votes: 0GitHub stars: 41
- Drafting Offering MemorandaCreates confidential information memoranda (CIM) for sell-side M&A with business description and financial presentation. Use when preparing CIMs, writing sell-side materials, or creating offering documents.Votes: 0GitHub stars: 41
- Drafting Transaction OpinionsStructures transaction opinion analysis with solvency, capital adequacy, and reasonably equivalent value assessment. Use when preparing transaction opinions, evaluating solvency, or assessing transaction fairness.Votes: 0GitHub stars: 41
- Evaluating Fintech Business ModelsStructures fintech company analysis with unit economics, customer acquisition, and regulatory moat assessment. Use when evaluating fintech companies, analyzing unit economics, or assessing fintech business models.Votes: 0GitHub stars: 41
- Evaluating Green BondsStructures green bond analysis with use-of-proceeds verification, impact reporting, and ICMA alignment. Use when evaluating green bonds, verifying green credentials, or analyzing sustainable debt.Votes: 0GitHub stars: 41
- Evaluating Investment OpportunitiesStructures PE/VC investment evaluation with business model assessment, market analysis, and return potential. Use when evaluating deals, screening investment opportunities, or assessing company fit.Votes: 0GitHub stars: 41
- Evaluating Social BondsStructures social bond analysis with eligible population targeting, impact metrics, and SBP alignment. Use when evaluating social bonds, assessing social bond frameworks, or measuring social outcomes.Votes: 0GitHub stars: 41
- Evaluating Sustainability Linked LoansStructures SLL analysis with KPI assessment, margin ratchet evaluation, and ambition verification. Use when evaluating sustainability-linked loans, assessing SLL KPIs, or analyzing margin ratchets.Votes: 0GitHub stars: 41
- Evaluating Transition BondsStructures transition bond analysis with credibility assessment and transition plan evaluation. Use when evaluating transition bonds, assessing issuer transition plans, or analyzing climate transition financing.Votes: 0GitHub stars: 41
- Executing Month End CloseStructures month-end close procedures with journal entry preparation, reconciliation, and variance analysis. Use when performing month-end close, preparing close checklists, or analyzing period variances.Votes: 0GitHub stars: 41
- Forecasting Economic GrowthStructures GDP growth forecasting with component analysis, nowcasting techniques, and revision tracking. Use when forecasting GDP, analyzing growth components, or building economic projections.Votes: 0GitHub stars: 41
- Generating Client Portfolio ReportsCreates client-facing portfolio reports with performance, allocation, commentary, and outlook. Use when producing client reports, preparing quarterly reviews, or creating portfolio summaries.Votes: 0GitHub stars: 41
- Generating Client Reports WealthCreates wealth management client reports with performance, net worth, and planning progress documentation. Use when preparing client reviews, creating wealth reports, or documenting planning progress.Votes: 0GitHub stars: 41
- Managing Accounting Policy ChangesEvaluates new accounting standard impacts with transition planning and disclosure preparation. Use when implementing new standards, assessing ASU impacts, or planning accounting transitions.Votes: 0GitHub stars: 41
- Managing Advertising ComplianceReviews marketing materials against SEC, FINRA, and state regulatory requirements. Use when reviewing investment advertising, ensuring compliance of marketing materials, or managing ad review.Votes: 0GitHub stars: 41
- Managing Agricultural LendingStructures agricultural loan analysis with crop budget evaluation, collateral assessment, and seasonal patterns. Use when underwriting agricultural loans, evaluating farm financials, or analyzing crop budgets.Votes: 0GitHub stars: 41
- Managing Algorithmic Trading RiskStructures algo trading risk management with execution quality, market impact, and circuit breaker monitoring. Use when managing algo risk, evaluating execution quality, or monitoring trading algorithms.Votes: 0GitHub stars: 41
- Managing Alternative Fund OperationsStructures operational processes for hedge fund, PE, and real estate fund specific workflows. Use when managing alternative fund ops, processing capital calls, or handling commitment tracking.Votes: 0GitHub stars: 41
- Managing Alternative Investments WealthEvaluates alternative investment suitability for wealthy clients with liquidity analysis and portfolio fit assessment. Use when recommending alternatives, assessing suitability, or evaluating illiquid investments.Votes: 0GitHub stars: 41
- Managing Api Banking AnalysisStructures banking API evaluation with functionality assessment, security review, and integration planning. Use when evaluating banking APIs, planning API integration, or assessing API security.Votes: 0GitHub stars: 41
- Managing Audit PreparationStructures external audit preparation with PBC list management, supporting documentation, and inquiry responses. Use when preparing for external audit, organizing PBC items, or responding to audit inquiries.Votes: 0GitHub stars: 41
- Managing Bank Regulatory ReportingStructures regulatory report preparation including Call Reports, FR Y-9C, and other required filings. Use when preparing bank regulatory reports, filing Call Reports, or managing regulatory submissions.Votes: 0GitHub stars: 41
- Managing Board Financial ReportingStructures board-level financial packages with executive summary, strategic metrics, and forward outlook. Use when preparing board packages, creating executive financial summaries, or presenting financial results.Votes: 0GitHub stars: 41
- Managing Broker Dealer ComplianceStructures BD compliance monitoring with supervision, registration, and reporting requirements. Use when managing BD compliance, reviewing supervisory procedures, or monitoring registration requirements.Votes: 0GitHub stars: 41
- Managing Business Case DevelopmentStructures business case documentation with financial impact, risk assessment, and decision criteria. Use when building business cases, justifying investments, or documenting project proposals.Votes: 0GitHub stars: 41
- Managing Business CombinationsStructures acquisition accounting with purchase price allocation, fair value measurement, and goodwill calculation. Use when accounting for acquisitions, allocating purchase price, or measuring fair values.Votes: 0GitHub stars: 41
- Managing Business Succession PlanningStructures business exit and succession planning with valuation, buyer identification, and tax strategy. Use when planning business succession, valuing private businesses, or structuring ownership transitions.Votes: 0GitHub stars: 41
- Managing Capital Allocation FpnaStructures capital allocation analysis with project prioritization, ROI evaluation, and portfolio optimization. Use when prioritizing investments, evaluating capital projects, or managing capital budgets.Votes: 0GitHub stars: 41
- Managing Capital Expenditure PlanningStructures capex evaluation with ROI analysis, approval workflows, and project tracking. Use when evaluating capital projects, analyzing investment returns, or managing capex budgets.Votes: 0GitHub stars: 41
- Managing Capital StructureAnalyzes optimal capital structure with WACC minimization, rating implications, and financing alternatives. Use when optimizing capital structure, analyzing debt capacity, or evaluating leverage targets.Votes: 0GitHub stars: 41
- Managing Cash Flow ForecastingStructures short and long-term cash flow forecasting with variance analysis and liquidity planning. Use when forecasting cash flows, planning liquidity, or analyzing cash flow variances.Votes: 0GitHub stars: 41
- Managing Cash Flow ModelingModels portfolio cash flows for liability-driven and income-oriented investment strategies. Use when modeling portfolio cash flows, planning income distributions, or managing liability matching.Votes: 0GitHub stars: 41
- Managing Charitable Giving StrategiesStructures charitable planning with vehicle selection, tax benefit optimization, and legacy impact analysis. Use when planning charitable giving, evaluating donor-advised funds, or structuring foundation contributions.Votes: 0GitHub stars: 41
- Managing Claims AnalysisStructures claims data analysis with severity/frequency trending, case reserve monitoring, and litigation management. Use when analyzing claims data, trending claim frequency, or monitoring claim severity.Votes: 0GitHub stars: 41
- Managing Clearing And SettlementStructures central clearing analysis with CCP margin methodology and default waterfall assessment. Use when managing clearing relationships, analyzing CCP margins, or evaluating default waterfalls.Votes: 0GitHub stars: 41
- Managing Climate RiskStructures climate risk assessment with physical and transition risk analysis and scenario modeling. Use when assessing climate risk, modeling transition scenarios, or evaluating environmental exposure.Votes: 0GitHub stars: 41
- Managing Climate Scenario AnalysisStructures TCFD-aligned climate scenario analysis with transition and physical risk modeling. Use when conducting climate scenarios, modeling transition risk, or analyzing physical climate exposure.Votes: 0GitHub stars: 41
- Managing Cmbs AnalysisEvaluates CMBS structures with loan-level analysis, subordination assessment, and special servicing monitoring. Use when analyzing CMBS deals, reviewing loan pools, or monitoring CMBS performance.Votes: 0GitHub stars: 41