Claude Skills by CaseMark

Structures market risk limit frameworks with VaR, sensitivity, and notional-based limits and escalation protocols. Use when setting market risk limits, managing limit breaches, or calibrating risk parameters.

Structures middle office functions with trade matching, position reconciliation, and P&L verification. Use when managing middle office, reconciling positions, or verifying P&L calculations.

Structures investment committee processes with model approval, modification, and compliance documentation. Use when managing model portfolios, documenting investment decisions, or tracking portfolio changes.

Structures model validation with independent testing, limitation documentation, and ongoing monitoring. Use when validating risk models, documenting model limitations, or managing model governance.

Structures next-generation wealth education and involvement with financial literacy and responsibility programs. Use when preparing next generation, designing wealth education, or managing family learning programs.

Structures open banking API integration with data sharing, consent management, and security requirements. Use when implementing open banking, managing API integrations, or evaluating data sharing frameworks.

Structures operational risk assessment with loss event classification, RCSA, and KRI monitoring. Use when managing operational risk, conducting risk assessments, or tracking key risk indicators.

Structures payment regulatory compliance with PCI-DSS, money transmitter licensing, and BSA requirements. Use when managing payment compliance, assessing PCI requirements, or navigating MTL licensing.

Structures pension analysis with funded status, actuarial assumptions, and contribution planning. Use when analyzing pension obligations, reviewing actuarial reports, or planning pension contributions.

Structures portfolio performance calculation with GIPS compliance, composite management, and attribution. Use when calculating returns, managing GIPS composites, or performing attribution analysis.

Structures philanthropic strategy with impact measurement, vehicle selection, and giving policy documentation. Use when developing philanthropy strategy, measuring charitable impact, or creating giving policies.

Structures board governance for portfolio companies with reporting cadence and strategic oversight documentation. Use when managing portfolio boards, structuring governance frameworks, or documenting board practices.

Structures portfolio company monitoring with KPI tracking, budget variance, and management assessment. Use when monitoring portfolio companies, tracking financial performance, or preparing portfolio reviews.

Structures rebalancing processes with drift monitoring, tax-aware trading, and transaction cost optimization. Use when rebalancing portfolios, managing allocation drift, or optimizing trading costs.

Allocates portfolio risk across asset classes and strategies with tracking error and VaR budgeting. Use when budgeting portfolio risk, managing tracking error, or allocating risk capital.

Structures portfolio transitions with legacy position analysis, rebalancing path, and transition cost management. Use when transitioning portfolios, managing manager changes, or planning portfolio restructuring.

Structures pricing analysis with margin impact, competitive positioning, and elasticity assessment. Use when analyzing pricing, evaluating margin impact, or assessing pricing strategies.

Evaluates data privacy practices against GLBA, CCPA, and state privacy requirements. Use when assessing financial privacy compliance, managing opt-out requirements, or documenting data practices.

Structures private banking relationship reviews with service assessment, fee analysis, and strategy evaluation. Use when reviewing banking relationships, analyzing fees, or evaluating service quality.

Structures property sale processes with broker opinion of value, marketing strategy, and bid analysis. Use when managing property sales, evaluating offers, or coordinating disposition processes.

Structures real estate due diligence with physical inspection, environmental review, and title analysis coordination. Use when conducting property DD, reviewing environmental reports, or coordinating due diligence workstreams.

Structures ESG-informed proxy voting with resolution analysis, voting rationale, and disclosure. Use when making ESG proxy decisions, analyzing shareholder resolutions, or documenting vote rationale.

Structures proxy voting processes with policy application, vote execution, and disclosure requirements. Use when managing proxy votes, applying voting policies, or documenting vote rationale.

Structures real estate debt fund analysis with loan origination, portfolio management, and credit metrics. Use when analyzing RE debt funds, evaluating loan portfolios, or managing debt fund performance.

Structures real estate fund reporting with property-level performance, valuation updates, and distribution analysis. Use when preparing real estate fund reports, calculating fund returns, or documenting property performance.

Structures real estate tax planning with 1031 exchange, depreciation, and opportunity zone analysis. Use when planning real estate taxes, structuring 1031 exchanges, or analyzing tax implications.

Structures redemption processing with NAV calculation, gate provisions, and liquidity management. Use when processing redemptions, managing liquidity, or applying gate provisions.

Evaluates regulatory technology solutions with compliance efficiency and implementation cost-benefit analysis. Use when evaluating regtech, analyzing compliance automation, or assessing regulatory technology.

Evaluates compliance with Regulation Best Interest including disclosure, care, and conflict obligations. Use when implementing Reg BI, reviewing recommendation practices, or documenting BI compliance.

Structures regulatory exam preparation with document production, findings response, and remediation tracking. Use when preparing for regulatory exams, responding to examination findings, or managing exam timelines.

Structures reinsurance program analysis with cession optimization, pricing, and counterparty evaluation. Use when analyzing reinsurance, optimizing cession structures, or evaluating reinsurer credit.

Structures REIT portfolio evaluation with property-level analysis, geographic diversification, and tenant concentration. Use when analyzing REIT portfolios, evaluating property mix, or assessing concentration risk.

Structures repo market analysis with collateral valuation, haircut assessment, and funding cost optimization. Use when managing repo positions, evaluating collateral, or optimizing funding costs.

Structures reputational risk identification with scenario planning and mitigation strategy documentation. Use when assessing reputational risk, planning crisis scenarios, or documenting reputation management.

Structures retirement income analysis with Social Security optimization, distribution sequencing, and longevity modeling. Use when planning retirement income, optimizing Social Security, or modeling retirement spending.

Applies ASC 606 five-step model with contract analysis, performance obligation identification, and allocation documentation. Use when analyzing revenue contracts, applying ASC 606, or documenting revenue recognition.

Structures risk governance frameworks with committee charters, escalation protocols, and reporting cadences. Use when designing risk governance, structuring risk committees, or documenting governance frameworks.

Structures risk reporting dashboards with limit utilization, risk metric trends, and exception documentation. Use when creating risk reports, designing risk dashboards, or documenting risk positions.

Structures risk transfer evaluation with economic efficiency, capacity optimization, and alternative risk transfer assessment. Use when evaluating risk transfer, optimizing risk financing, or assessing captive/ART structures.

Structures sales tax analysis with nexus determination, taxability classification, and exemption management. Use when managing sales tax, determining nexus, or analyzing taxability.

Structures OFAC and global sanctions screening with match investigation and escalation protocols. Use when screening for sanctions, investigating potential matches, or managing sanctions compliance.

Structures SBA loan origination with eligibility verification, packaging requirements, and guarantee documentation. Use when processing SBA loans, verifying eligibility, or preparing SBA packages.

Structures SEC filing preparation with 10-K, 10-Q, 8-K content requirements and XBRL tagging. Use when preparing SEC filings, reviewing filing content, or managing XBRL tagging.

Structures securities lending operations with borrower management, collateral monitoring, and revenue optimization. Use when managing sec lending, monitoring loan collateral, or optimizing lending revenue.

Structures segment reporting with operating segment identification, measurement, and disclosure requirements. Use when preparing segment disclosures, identifying operating segments, or allocating intersegment items.

Structures senior and vulnerable investor protection programs with exploitation identification and hold protocols. Use when protecting senior investors, identifying financial exploitation, or implementing hold procedures.

Structures SMA operations with customization, compliance overlay, and performance composites. Use when managing SMAs, implementing custom portfolios, or maintaining performance composites.

Structures buyback program analysis with timing, accretion impact, and regulatory compliance documentation. Use when analyzing buybacks, modeling EPS accretion, or documenting repurchase programs.

Structures SOX compliance with control documentation, testing, and deficiency evaluation. Use when managing SOX compliance, testing internal controls, or evaluating control deficiencies.

Structures stablecoin evaluation with reserve backing, redemption mechanics, and regulatory classification. Use when analyzing stablecoins, evaluating reserve adequacy, or assessing stablecoin risk.