Wanted skills
144 skills nobody has written yet, needed at 165 steps of real work. The ones at the top unblock the most steps. Write one and it goes straight into the workflow.
1spa-issues-listSummarise each bidder's purchase agreement markup into an issues list ranked by value impact.3 steps
2allocationPropose allocations from the order book under stated allocation principles.2 steps
3closing-accounts-reviewCheck the closing statement against the purchase agreement definitions and flag disputed items.2 steps
4credit-memoDraft a credit memo: borrower, facility, repayment sources, risks, mitigants.2 steps
5dd-findings-reportConsolidate workstream findings into red flags2 steps
6ddq-responseAnswer a due diligence questionnaire from the firm's approved answer library.2 steps
7deal-announcementDraft the press release and stakeholder Q&A from the signed terms.2 steps
8engagement-letter-reviewCompare an engagement letter against market terms for fees2 steps
9fee-calculationCompute the advisory fee from the engagement letter terms and final transaction value.2 steps
10fund-fee-calculationCompute management and performance fees under the fund's terms.2 steps
11fund-terms-benchmarkBenchmark proposed fund terms against market practice.2 steps
12funds-flowBuild the sources-and-uses and funds flow memo from the purchase price mechanics.2 steps
13lp-targetingRank prospective investors by allocation, strategy fit and relationship.2 steps
14offer-letterDraft a non-binding indication of interest or letter of intent from agreed terms.2 steps
15order-book-analysisSummarise the order book by price2 steps
16precedent-transactionsScreen comparable deals and compute transaction multiples and premiums paid.2 steps
17research-compliance-checkCheck a research report for required disclosures, unsupported claims and restricted-list conflicts.2 steps
18settlement-fails-trackerTrack failed settlements, causes and cost.2 steps
19suitability-assessmentAssess product suitability against the client's classification, objectives and experience.2 steps
20syndicate-economicsCompute each underwriter's share of fees and expenses from the syndicate terms.2 steps
21acquisition-financingSize the financing mix and test leverage1 step
22adverse-media-screenSearch and summarise adverse media on a customer and related parties.1 step
23advice-file-noteWrite the compliant record of advice given and its rationale.1 step
24advisory-fee-statementCompute advisory fees and produce the client fee disclosure.1 step
25affordability-assessmentCompute debt-to-income and affordability under policy and stress rates.1 step
26aftermarket-reportReport trading performance1 step
27alm-analysisCompare asset and liability cash flows and duration.1 step
28aml-alert-investigationInvestigate a transaction alert against the customer profile and write the disposition.1 step
29application-completenessCheck a licence application against the document checklist and list what is missing.1 step
30axe-sheetTurn desk inventory and targets into a client-ready axe list.1 step
31best-execution-reviewCompare executed prices with market benchmarks and document exceptions.1 step
32bid-comparisonNormalise bids to a like-for-like enterprise value and compare terms1 step
33bond-term-sheetDraft an indicative term sheet and compare terms with the issuer's outstanding bonds.1 step
34broker-vote-analysisSummarise broker vote results and research payments against service delivered.1 step
35call-reportWrite up a client meeting: needs, opportunities, next steps.1 step
36cap-table-modelModel a cap table across rounds, option pools and convertible notes.1 step
37capital-adequacy-reviewRecompute projected capital and liquidity ratios and test them under stated stress scenarios.1 step
38capital-call-noticeCompute each investor's contribution and draft the notices.1 step
39case-chronologyBuild a sourced timeline of events from documents1 step
40case-reserve-estimateEstimate a case reserve from the claim facts and comparable claims.1 step
41claim-decision-letterDraft the settlement or denial letter citing the policy terms.1 step
42claims-fraud-screenScore a claim against fraud indicators and list what to verify.1 step
43client-call-prepPrepare for an investor call: their holdings, past interactions, likely questions.1 step
44client-fact-findTurn discovery meeting notes into a structured client profile.1 step
45client-revenue-reviewSummarise revenue, volumes and hit ratio per client and rank coverage priorities.1 step
46comfort-letter-tieoutTick every number in the prospectus back to the comfort letter and financial statements.1 step
47comment-letterDraft comments from reviewer notes1 step
48complaint-triageSummarise a complaint1 step
49confirmation-checkCompare a trade confirmation with the term sheet and booking.1 step
50corporate-access-plannerMatch investors to management meetings and build the schedule.1 step
51covenant-complianceTest financial covenants from the borrower's reporting and flag headroom.1 step
52coverage-analysisCompare a loss with the policy wording and state the coverage position.1 step
53coverage-proposalMake the case for adding a stock to coverage: client interest, liquidity, differentiation.1 step
54data-room-indexBuild a data room folder structure and track what has been uploaded.1 step
55dealing-reconciliationReconcile subscriptions and redemptions with cash and the register.1 step
56debt-maturity-profileBuild an issuer's maturity wall and refinancing schedule from its outstanding debt.1 step
57debt-term-sheet-comparisonCompare lender term sheets on pricing, leverage, covenants and flexibility.1 step
58decision-noticeDraft the public decision notice from the investigation report.1 step
59derivative-term-sheetDraft an indicative term sheet for a derivative or structured note.1 step
60desk-risk-reportSummarise desk positions and sensitivities against limits.1 step
61disclosure-checklistCheck a prospectus or annual report against the disclosure requirements1 step
62ebitda-adjustmentsBuild the reported-to-adjusted EBITDA bridge and document the support for each add-back.1 step
63edd-memoDraft the enhanced due diligence memo for a high-risk customer.1 step
64equity-storyDraft the investment highlights and test each against the evidence in the financials and market data.1 step
65estate-plan-summarySummarise an estate plan's documents and flag gaps.1 step
66exam-findings-letterDraft the findings letter with rule citations1 step
67exam-workpapersTurn sampled files and interview notes into working papers that tie each finding to evidence.1 step
68expert-call-prepPrepare questions for an expert or management call and summarise the answers.1 step
69filing-screeningScreen a filing for risk indicators and recommend the scope of review.1 step
70financial-planProject cash flows and goals funding under stated assumptions.1 step
71financial-spreadingSpread financial statements into a standard template with ratios.1 step
72fnol-intakeTurn a loss report into a structured claim record and triage it.1 step
73football-fieldCombine the valuation methods into one summary range chart.1 step
74governance-reviewAssess a firm's governance and control documents against the regulator's rulebook requirements.1 step
75guideline-codingTurn investment guidelines into a checklist of testable limits.1 step
76hardship-assessmentAssess a borrower in arrears and propose forbearance options under policy.1 step
77hedging-needs-analysisQuantify a client's exposure and hedge accounting constraints from their financials.1 step
78industry-data-packAssemble industry data series from public sources into a sourced chart pack.1 step
79internal-ratingApply a rating scorecard and document the overrides.1 step
80investor-targetingRank institutional investors by holdings in peers1 step
81ipo-compsCompile recent comparable IPOs: pricing versus range, deal size, first-day and aftermarket performance.1 step
82ipo-readinessCheck a company against listing requirements and typical investor expectations and list the gaps.1 step
83isda-terms-summaryExtract the key terms of an ISDA schedule and CSA: thresholds, eligible collateral, termination events.1 step
84lending-value-calculationCompute lending value of a portfolio under the bank's haircut grid.1 step
85licensing-decision-memoDraft the decision paper from the assessment findings1 step
86lifecycle-event-calendarBuild the calendar of fixings, payments and option dates for a trade.1 step
87loan-agreement-checkCompare the loan agreement with the approved terms and flag differences.1 step
88loan-application-intakeExtract applicant data from application documents into the bank's fields.1 step
89loan-disclosure-checkCheck loan disclosures for required content and consistent figures.1 step
90loan-loss-provisionCompute expected credit loss by portfolio and explain the movement.1 step
91loan-pricingCompute risk-adjusted return on capital for a proposed facility.1 step
92loan-term-sheetDraft a loan term sheet with covenants sized from the projections.1 step
93loan-workout-planCompare restructuring and enforcement options for a distressed loan.1 step
94loss-triangle-builderBuild paid and incurred loss development triangles from claims data.1 step
95lp-quarterly-reportDraft the quarterly letter and portfolio company updates.1 step
96margin-call-monitorFlag accounts near or in margin shortfall and draft the notices.1 step
97nda-markupReview a buyer's NDA markup against the seller's form and flag non-standard terms.1 step
98new-issue-pricingEstimate fair value and new issue premium for a new bond from the issuer curve and comparable issues.1 step
99new-product-approvalDraft the new product approval paper: risks, booking, valuation, controls.1 step
100offering-document-reviewCross-check an offering document against financial statements and the term sheet.1 step
101payoff-scenario-analysisShow a structure's payoff across scenarios against the unhedged position.1 step
102penalty-benchmarkingCompare a proposed sanction with past decisions on similar facts.1 step
103performance-attributionAttribute portfolio return to allocation, selection and factors.1 step
104pnl-attributionAttribute daily desk P&L to new deals, carry and each risk factor.1 step
105policy-checkCheck the issued policy against the quote and binder.1 step
106policy-wording-comparisonCompare policy wordings clause by clause.1 step
107portfolio-risk-reportReport exposures, factor risk, VaR and stress results for a portfolio.1 step
108portfolio-transitionPlan the trades from current to target portfolio with tax impact.1 step
109position-sizingPropose a position size from conviction, volatility, liquidity and factor overlap.1 step
110ppm-draftingDraft and cross-check the private placement memorandum.1 step
111pre-trade-complianceCheck a proposed trade against mandate guidelines and regulatory limits.1 step
112pricing-analysisDerive indicated rates from loss experience, trend and expenses.1 step
113prospect-researchResearch a prospect's background and likely needs from public information.1 step
114prospectus-draftingDraft and cross-check prospectus sections against source data; flag unsupported statements.1 step
115qa-logTrack buyer questions1 step
116quote-letterDraft the quote with terms, conditions and subjectivities.1 step
117rating-analysisCompute credit metrics under an agency methodology and benchmark against rated peers.1 step
118rating-track-recordMeasure the performance of past ratings and estimate accuracy.1 step
119rebalance-proposalPropose rebalancing trades from drift against target allocation.1 step
120regulator-comment-responseOrganise regulator comments1 step
121regulatory-returns-analysisValidate a firm's regulatory returns1 step
122reinsurance-cessionDetermine treaty cessions for a risk and compute ceded premium.1 step
123reinsurance-recoveryCompute the recoverable under treaty terms and prepare the claim.1 step
124renewal-reviewReview an account's loss ratio and exposure changes and propose renewal terms.1 step
125reserve-analysisApply chain-ladder and Bornhuetter-Ferguson methods and compare results.1 step
126reserve-planningPlan follow-on reserves across the portfolio.1 step
127response-evaluationCompare the issuer's response and the amended filing against each open comment.1 step
128rfq-pricing-checkSanity-check a quote against market levels, recent trades and the desk's position.1 step
129roadshow-feedbackTurn meeting notes into a structured feedback log with demand indications by price.1 step
130sar-narrativeDraft a suspicious activity report narrative from the case file.1 step
131side-letter-trackerSummarise side letter terms and most-favoured-nation obligations.1 step
132solvency-calculationCompute required capital under the applicable solvency regime.1 step
133stock-pitchWrite the investment pitch: thesis, variant view, catalysts, risks, sizing.1 step
134stress-test-reviewCheck a firm's stress test submission for scenario severity1 step
135submission-intakeExtract risk data from a broker submission into underwriting fields.1 step
136supervisory-risk-assessmentScore a firm across risk categories from the evidence and draft the supervisory plan.1 step
137synergy-analysisSize cost and revenue synergies by category with phasing and one-off costs to achieve.1 step
138target-screeningScreen a sector for acquisition targets against size1 step
139track-record-builderCompute gross and net IRR, MOIC, DPI and value attribution by deal.1 step
140trade-surveillance-reviewAnalyse trading around an announcement for unusual timing1 step
141trade-ticket-checkCheck trade details against the chat or call record before booking.1 step
142transaction-cost-analysisMeasure execution cost against arrival price and VWAP.1 step
143underwriting-risk-assessmentAssess a submission against the underwriting guidelines and flag referrals.1 step
144venture-term-sheetDraft a venture term sheet and explain each term against market norms.1 step