Claude Skills by CaseMark

Develops risk appetite statements with quantitative limits and qualitative boundaries documentation. Use when defining risk appetite, setting risk limits, or calibrating risk tolerances.

Designs and facilitates RCSA processes with risk identification, control evaluation, and action planning. Use when conducting RCSAs, evaluating internal controls, or identifying emerging risks.

Structures financial scenario analysis with assumption modeling, sensitivity testing, and decision frameworks. Use when modeling scenarios, testing assumptions, or evaluating strategic options.

Designs 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.

Structures budget vs. actual variance analysis with driver decomposition and management narrative. Use when analyzing variances, explaining budget deviations, or preparing variance reports.

Structures intergenerational wealth transfer with gifting strategies, trust design, and tax impact modeling. Use when planning wealth transfer, modeling gift strategies, or designing transfer structures.

Analyzes 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.

Builds strategic and tactical asset allocation models with risk-return optimization and constraint management. Use when constructing portfolios, optimizing asset allocation, or building model portfolios.

Structures 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.

Designs management reporting dashboards with KPI selection, visualization, and drill-down structure. Use when building financial dashboards, selecting KPIs, or designing management reports.

Builds 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.

Creates structured credit memos with borrower analysis, risk assessment, and recommendation justification. Use when writing credit memos, documenting credit decisions, or presenting credit recommendations.

Creates 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.

Creates 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.

Structures transaction opinion analysis with solvency, capital adequacy, and reasonably equivalent value assessment. Use when preparing transaction opinions, evaluating solvency, or assessing transaction fairness.

Structures 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.

Structures 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.

Structures PE/VC investment evaluation with business model assessment, market analysis, and return potential. Use when evaluating deals, screening investment opportunities, or assessing company fit.

Structures 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.

Structures SLL analysis with KPI assessment, margin ratchet evaluation, and ambition verification. Use when evaluating sustainability-linked loans, assessing SLL KPIs, or analyzing margin ratchets.

Structures transition bond analysis with credibility assessment and transition plan evaluation. Use when evaluating transition bonds, assessing issuer transition plans, or analyzing climate transition financing.

Structures 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.

Structures GDP growth forecasting with component analysis, nowcasting techniques, and revision tracking. Use when forecasting GDP, analyzing growth components, or building economic projections.

Creates client-facing portfolio reports with performance, allocation, commentary, and outlook. Use when producing client reports, preparing quarterly reviews, or creating portfolio summaries.

Creates wealth management client reports with performance, net worth, and planning progress documentation. Use when preparing client reviews, creating wealth reports, or documenting planning progress.

Evaluates new accounting standard impacts with transition planning and disclosure preparation. Use when implementing new standards, assessing ASU impacts, or planning accounting transitions.

Reviews marketing materials against SEC, FINRA, and state regulatory requirements. Use when reviewing investment advertising, ensuring compliance of marketing materials, or managing ad review.

Structures agricultural loan analysis with crop budget evaluation, collateral assessment, and seasonal patterns. Use when underwriting agricultural loans, evaluating farm financials, or analyzing crop budgets.

Structures 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.

Structures 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.

Evaluates alternative investment suitability for wealthy clients with liquidity analysis and portfolio fit assessment. Use when recommending alternatives, assessing suitability, or evaluating illiquid investments.

Structures banking API evaluation with functionality assessment, security review, and integration planning. Use when evaluating banking APIs, planning API integration, or assessing API security.

Structures 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.

Structures 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.

Structures 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.

Structures BD compliance monitoring with supervision, registration, and reporting requirements. Use when managing BD compliance, reviewing supervisory procedures, or monitoring registration requirements.

Structures business case documentation with financial impact, risk assessment, and decision criteria. Use when building business cases, justifying investments, or documenting project proposals.

Structures acquisition accounting with purchase price allocation, fair value measurement, and goodwill calculation. Use when accounting for acquisitions, allocating purchase price, or measuring fair values.

Structures business exit and succession planning with valuation, buyer identification, and tax strategy. Use when planning business succession, valuing private businesses, or structuring ownership transitions.

Structures capital allocation analysis with project prioritization, ROI evaluation, and portfolio optimization. Use when prioritizing investments, evaluating capital projects, or managing capital budgets.

Structures capex evaluation with ROI analysis, approval workflows, and project tracking. Use when evaluating capital projects, analyzing investment returns, or managing capex budgets.

Analyzes optimal capital structure with WACC minimization, rating implications, and financing alternatives. Use when optimizing capital structure, analyzing debt capacity, or evaluating leverage targets.

Structures 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.

Models portfolio cash flows for liability-driven and income-oriented investment strategies. Use when modeling portfolio cash flows, planning income distributions, or managing liability matching.

Structures 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.

Structures 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.

Structures central clearing analysis with CCP margin methodology and default waterfall assessment. Use when managing clearing relationships, analyzing CCP margins, or evaluating default waterfalls.

Structures climate risk assessment with physical and transition risk analysis and scenario modeling. Use when assessing climate risk, modeling transition scenarios, or evaluating environmental exposure.

Structures TCFD-aligned climate scenario analysis with transition and physical risk modeling. Use when conducting climate scenarios, modeling transition risk, or analyzing physical climate exposure.

Evaluates CMBS structures with loan-level analysis, subordination assessment, and special servicing monitoring. Use when analyzing CMBS deals, reviewing loan pools, or monitoring CMBS performance.