Claude Skills by CaseMark

Structures co-investment offerings with allocation, terms, and LP communication documentation. Use when managing co-investments, structuring co-invest terms, or documenting LP allocations.

Monitors personal trading, outside activities, and gift/entertainment compliance with documentation. Use when reviewing personal trading, monitoring outside activities, or managing ethics compliance.

Structures CSA terms analysis with initial/variation margin calculation and collateral optimization. Use when managing collateral, calculating margin requirements, or optimizing posting strategies.

Structures commercial loan underwriting with financial spreading, cash flow analysis, and risk rating. Use when underwriting commercial loans, analyzing borrower financials, or assigning risk ratings.

Structures CRE loan underwriting with property valuation, cash flow analysis, and environmental review. Use when underwriting CRE loans, analyzing property cash flows, or evaluating loan collateral.

Structures CRA compliance monitoring with lending, investment, and service test analysis. Use when managing CRA compliance, analyzing lending patterns, or documenting community investment.

Designs and executes compliance testing programs with sampling methodology and findings documentation. Use when conducting compliance testing, designing test procedures, or documenting testing results.

Structures diversification strategies for concentrated single-stock positions with tax and risk considerations. Use when managing concentrated holdings, planning diversification, or evaluating exchange funds.

Evaluates strategies for concentrated equity positions with tax-efficient diversification and hedging analysis. Use when managing concentrated positions, planning diversification, or evaluating hedging strategies.

Identifies and monitors portfolio concentration across counterparties, sectors, geographies, and instruments. Use when analyzing concentration risk, setting exposure limits, or monitoring concentration breaches.

Structures consolidation procedures with intercompany elimination, minority interest, and foreign currency translation. Use when performing consolidations, eliminating intercompany transactions, or translating foreign subsidiaries.

Structures multi-entity consolidation reporting with elimination entries and intercompany reconciliation. Use when consolidating financial results, managing eliminations, or preparing consolidated reports.

Structures construction loan analysis with draw schedules, budget tracking, and completion risk assessment. Use when managing construction loans, tracking draw requests, or monitoring construction progress.

Structures construction loan management with draw processing, inspection tracking, and budget monitoring. Use when administering construction loans, processing draw requests, or monitoring construction budgets.

Processes corporate action events with election management, entitlement calculation, and position adjustment. Use when managing corporate actions, processing dividends, or handling stock splits.

Structures annual budget processes with bottom-up development, consolidation, and variance tracking. Use when managing budgeting processes, consolidating budget submissions, or tracking budget variances.

Structures credit rating agency relationship management with rating methodology analysis and presentation preparation. Use when managing rating relationships, preparing rating presentations, or analyzing rating criteria.

Structures correspondent banking analysis with relationship assessment, risk evaluation, and regulatory requirements. Use when managing correspondent relationships, evaluating partner banks, or assessing correspondent risk.

Structures cost reduction analysis with opportunity identification, implementation tracking, and savings verification. Use when identifying cost savings, tracking reduction initiatives, or verifying cost optimization.

Structures counterparty credit risk assessment with exposure calculation and mitigation monitoring. Use when assessing counterparty risk, calculating potential future exposure, or managing collateral.

Structures wealth-based lending analysis with securities-backed, real estate, and art lending evaluation. Use when evaluating wealth lending, analyzing pledge portfolios, or structuring high-net-worth credit.

Creates credit approval memoranda with borrower analysis, deal structure, and risk mitigation documentation. Use when preparing credit packages, documenting loan recommendations, or presenting to credit committee.

Tracks revolving credit facility compliance with borrowing base, covenant calculations, and amendment documentation. Use when managing credit facilities, calculating borrowing availability, or tracking covenants.

Structures credit portfolio analysis with concentration metrics, correlation assessment, and stress testing. Use when managing credit portfolios, measuring concentration risk, or stress testing credit exposure.

Evaluates and monitors credit risk models (PD, LGD, EAD) with calibration and discrimination metrics. Use when validating credit models, assessing model performance, or calibrating default models.

Structures cross-border compliance with multi-jurisdictional regulatory requirements and conflict resolution. Use when managing international compliance, navigating multi-jurisdictional rules, or resolving regulatory conflicts.

Structures cross-border payment evaluation with corridor analysis, pricing, and regulatory requirements. Use when analyzing cross-border payments, evaluating remittance services, or assessing international payment solutions.

Structures cryptocurrency and digital asset analysis with protocol evaluation and market assessment. Use when analyzing crypto assets, evaluating blockchain protocols, or assessing digital asset markets.

Evaluates cybersecurity programs against SEC, FINRA, and state regulatory requirements. Use when assessing cybersecurity compliance, implementing security frameworks, or responding to cyber requirements.

Structures virtual data room organization with document indexing, access management, and Q&A tracking. Use when managing VDR operations, organizing deal documents, or tracking buyer questions.

Structures M&A process management with timeline tracking, bid analysis, and negotiation documentation. Use when managing sell-side auctions, tracking bid processes, or coordinating deal timelines.

Structures accounting for debt and equity issuances with classification, measurement, and issuance cost treatment. Use when accounting for debt issuance, recording equity offerings, or classifying hybrid instruments.

Tracks financial covenant compliance with calculation methodology and certification requirements. Use when monitoring covenants, calculating compliance metrics, or preparing compliance certificates.

Structures diversity, equity, and inclusion data collection with benchmarking and disclosure requirements. Use when analyzing DEI metrics, benchmarking diversity, or preparing DEI disclosures.

Structures deposit product analysis with pricing, retention analytics, and regulatory compliance. Use when analyzing deposits, evaluating pricing strategies, or managing deposit compliance.

Structures derivatives portfolio risk with Greek sensitivities, scenario analysis, and hedging strategies. Use when managing derivatives risk, analyzing Greek exposures, or designing hedge strategies.

Structures digital wallet analysis with stored value, regulatory classification, and risk assessment. Use when analyzing digital wallets, evaluating stored value products, or managing wallet compliance.

Evaluates dividend policy options with payout ratio analysis, sustainability assessment, and shareholder return comparison. Use when setting dividend policy, analyzing payout sustainability, or comparing return alternatives.

Structures divorce financial analysis with asset division, support calculations, and post-divorce financial planning. Use when analyzing divorce finances, projecting settlement impacts, or planning post-divorce finances.

Structures Dodd-Frank derivatives reporting with trade reporting, position limits, and SEF compliance. Use when managing DFA reporting, submitting trade reports, or ensuring SEF compliance.

Structures buy-side and sell-side due diligence with workstream coordination and findings documentation. Use when managing due diligence, coordinating DD workstreams, or documenting diligence findings.

Structures portfolio duration management with hedging strategies and benchmark tracking. Use when managing interest rate risk, hedging duration, or optimizing portfolio duration.

Structures earnings release preparation with GAAP/non-GAAP reconciliation and forward guidance documentation. Use when preparing earnings releases, reconciling non-GAAP measures, or drafting press releases.

Structures macroeconomic scenario design with consistent variable paths and probability assessment. Use when building economic scenarios, designing stress test scenarios, or creating macro forecasts.

Structures education savings analysis with 529 plans, financial aid impact, and funding strategy comparison. Use when planning education funding, analyzing 529 options, or projecting college costs.

Structures emerging risk scanning with horizon analysis and early warning indicator development. Use when identifying emerging risks, scanning for new threats, or developing early warning systems.

Structures equipment finance analysis with asset valuation, residual estimation, and lease vs. buy comparison. Use when analyzing equipment financing, estimating residuals, or comparing financing alternatives.

Structures stock-based compensation accounting with fair value measurement and expense recognition. Use when accounting for equity comp, calculating Black-Scholes values, or documenting share-based payments.

Structures ESG data quality assessment with source comparison, estimation methodology, and disclosure gaps. Use when evaluating ESG data, comparing data providers, or assessing data quality.

Structures ESG integration in PE investment process with screening, monitoring, and reporting frameworks. Use when implementing PE ESG, screening investments for ESG, or reporting ESG metrics.