skills-core/corporate-investment-banker
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corporate-investment-banker/references/ai-skills.md
skillfactor-pipeline b06be1255b feat: corporate-investment-banker skill package v0.1.0
2026-08-15 14:23:36 +02:00

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External AI agent skills — corporate-investment-banker

Proven, publicly available AI agent skills mapped to this occupation. Nothing is copied from the sources: every entry is a name, a one-line summary and a link to the upstream skill package. Each section names its source repository, commit, license and retrieval date.

Tiers: core = the skill directly exercises a top market hard skill, tool or method (from gated job-ad evidence) or an essential ESCO competence of this occupation; adjacent = plausibly useful, secondary. Entries are capped at 12 per source and 80 in total per occupation (core first, strongest matches survive); everything beyond the caps is excluded and logged in the pipeline audit trail, not in this package.

Matched deterministically (ISCO group + title/competence keywords, tiered against market evidence + ESCO essentials) by pipeline/p5_enrich_ai_skills.py on 2026-07-14.

Source: anthropics/skills

  • Repository: https://github.com/anthropics/skills (commit f6656c1, retrieved 2026-07-14)
  • License: Apache-2.0; the document skills (docx/pdf/pptx/xlsx) are source-available — see the LICENSE.txt in the upstream skill folder
Skill Tier What it adds Upstream
docx adjacent Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files) or Word templates (.dotx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', '.dotx', or requests to … source
pdf adjacent Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text/tables from PDFs, combining or merging multiple PDFs into one, splitting PDFs apart, rotating pages, adding watermarks, creating … source
xlsx adjacent Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .xltx, .csv, or .tsv file (e.g., adding columns, computing formulas, … source

Source: wshobson/agents

Skill Tier What it adds Upstream
risk-metrics-calculation adjacent Calculate portfolio risk metrics including VaR, CVaR, Sharpe, Sortino, and drawdown analysis. Use when measuring portfolio risk, implementing risk limits, or building risk monitoring systems. source
backtesting-frameworks adjacent Build robust backtesting systems for trading strategies with proper handling of look-ahead bias, survivorship bias, and transaction costs. Use when developing trading algorithms, validating strategies, or building backtesting … source

Source: a5c-ai/babysitter

Skill Tier What it adds Upstream
capital-budgeting-analyzer core Capital investment appraisal skill with NPV, IRR, payback, and real options analysis source
portfolio-construction core Construct and optimize investment portfolios — asset allocation, risk budgeting, factor exposure management, and mean-variance optimization. source
algorithmic-trading core Develop algorithmic trading strategies — backtesting, execution algorithms, market microstructure analysis, and latency optimization. source
dcf-valuation-modeler core Discounted Cash Flow model builder for comprehensive company valuations with WACC calculation, terminal value estimation, and sensitivity analysis source
throughput-accountant core TOC financial metrics skill for throughput, inventory, and operating expense analysis with decision support source
industry-analysis-engine core Industry and competitive analysis skill with Porter's Five Forces and market structure analysis source
monte-carlo-financial-simulator core Stochastic simulation skill for financial modeling with probability distributions and risk quantification source
amortized-analysis-assistant core Apply amortized analysis techniques including aggregate, accounting, and potential methods source
comparable-company-analyzer core Public company comparable analysis skill with peer selection, multiple calculation, and football field visualization source
real-options-analyzer core Real options valuation skill for analyzing strategic flexibility and investment timing decisions source
ic-memo-generator core Generates investment committee memos from due diligence artifacts source
valuation-updater core Marks portfolio positions to fair value per ASC 820/IPEV guidelines source

Source: AgriciDaniel/claude-ads

Skill Tier What it adds Upstream
ads-math core Calculate and model paid-media CPA, CPL, CPC, CPM, ROAS, MER, break-even targets, contribution margin, LTV:CAC, impression-share opportunity, budgets, forecasts, and experiment economics. Use for PPC math, ad calculator, break-even … source
ads-plan core Create a professional paid-advertising strategy covering objectives, economics, platform selection, campaign architecture, audiences, budget, creative, measurement, experiments, governance, rollout, and reporting. Use for ad plan, media … source

Source: ahacker-1/cre-agent-skills

Skill Tier What it adds Upstream
cre-office core CRE Office analysis suite - 8 specialist skills for U.S. office acquisitions, refinancings, lease-up, tenant credit, TI/LC underwriting, financing fit, and investment committee memo writing. source
cre-due-diligence core CRE Due Diligence analysis suite — 7 specialist skills for multifamily property analysis including rent roll validation, expense benchmarking, market study, physical inspection, environmental review, title review, and tenant credit … source
cre-asset-management core CRE Asset Management analysis suite — 9 specialist skills for post-acquisition multifamily operations including annual budgeting, monthly variance analysis, rent collection, renewal decisions, lease-up tracking, capex execution, NOI … source
cre-underwriting adjacent CRE Underwriting analysis suite — 3 specialist skills for building pro formas, running sensitivity scenarios, and writing investment committee memos for multifamily acquisitions. source

Source: alirezarezvani/claude-skills

Skill Tier What it adds Upstream
finance-skills core Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). Use when a finance … source
financial-analyst core Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or … source
ma-playbook core M&A strategy for acquiring companies or being acquired. Due diligence, valuation, integration, and deal structure. Use when evaluating acquisitions, preparing for acquisition, M&A due diligence, integration planning, or deal negotiation. source
chief-data-officer-advisor core Chief Data Officer advisory for startups: AI training data rights and consent provenance, data product strategy (warehouse vs lakehouse vs mesh, build-vs-buy), B2B customer-data-as-asset valuation and M&A readiness, data team org … source
risk-management-specialist adjacent Medical device risk management specialist implementing ISO 14971 throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis. Use when user mentions risk management, ISO … source

Source: brycewang-stanford/Auto-Empirical-Research-Skills

Skill Tier What it adds Upstream
cost-benefit core Cost-benefit analysis. Produces economic NPV and financial NPV side by side, with BCR, optimism bias (with mitigation), Marginal Excess Tax Burden, real-terms rebasing, WELLBY / QALY / VPF wellbeing valuation, sensitivity, switching … source
stata-accounting-guide core STATA code for empirical accounting and financial economics research source
computer-vision-guide core Apply computer vision research methods, models, and evaluation tools source
paper-review-skills core 8 peer review skills. Trigger: reviewing manuscripts, comparing papers, quality assessment. Design: systematic review criteria, evaluation rubrics, and automated review tools. source
stata-accounting-research core STATA code pattern library for empirical archival accounting research. Provides tested syntax from 126 peer-reviewed JAR (Journal of Accounting Research) replication files (2017-2025). Use when the user asks procedural questions like "How … source
lit-review-assistant core Search, summarize, and synthesize economics literature source
system-profile core Profile a target (script, process, GPU, memory, interconnect) using external tools and code instrumentation. Produces structured performance reports with actionable recommendations. Use when user says "profile", "benchmark", "bottleneck", … source

Source: davepoon/buildwithclaude

Skill Tier What it adds Upstream
financial-model core Run deterministic financial models for startup valuation and SaaS health analysis. Triggered by: "/venture-capital-intelligence:financial-model", "run a financial model on X", "DCF this company", "model the financials", "calculate runway", … source
outlook-automation core Automate Outlook tasks via Rube MCP (Composio): emails, calendar, contacts, folders, attachments. Always search tools first for current schemas. source
outlook-calendar-automation core Automate Outlook Calendar tasks via Rube MCP (Composio): create events, manage attendees, find meeting times, and handle invitations. Always search tools first for current schemas. source
square-automation core Automate Square tasks via Rube MCP (Composio): payments, orders, invoices, locations. Always search tools first for current schemas. source
stripe-automation core Automate Stripe tasks via Rube MCP (Composio): customers, charges, subscriptions, invoices, products, refunds. Always search tools first for current schemas. source

Source: davila7/claude-code-templates

Skill Tier What it adds Upstream
cto-advisor core Technical leadership guidance for engineering teams, architecture decisions, and technology strategy. Includes tech debt analyzer, team scaling calculator, engineering metrics frameworks, technology evaluation tools, and ADR templates. Use … source

Source: dotnet/skills

Skill Tier What it adds Upstream
mcp-csharp-test core Test C# MCP servers at multiple levels: unit tests for individual tools and integration tests using the MCP client SDK. USE FOR: unit testing MCP tool methods, integration testing with in-memory MCP client/server, end-to-end testing via … source
configure-auth core Add authentication and authorization to a Blazor Web App, accounting for the app's render mode. USE WHEN the user needs [Authorize] on pages, AuthorizeView, role or policy-based access, login/logout Identity pages, or … source

Source: egorfedorov/claude-context-optimizer

Skill Tier What it adds Upstream
cco-overhead core Audit the fixed context overhead every session starts with — system prompt, MCP tools, agents, CLAUDE.md, memory — measured from real transcript usage source

Source: elementalsouls/Claude-BugHunter

Skill Tier What it adds Upstream
web3-audit core Smart contract security audit — 10 DeFi bug classes (accounting desync, access control, incomplete path, off-by-one, oracle, ERC4626, reentrancy, flash loan, signature replay, proxy), pre-dive kill signals (TVL < $500K etc), Foundry PoC … source

Source: giuseppe-trisciuoglio/developer-kit

Skill Tier What it adds Upstream
graalvm-native-image core Provides expert guidance for building GraalVM Native Image executables from Java applications. Use when converting JVM applications to native binaries, optimizing cold start times, reducing memory footprint, configuring native build tools … source

Source: gooseworks-ai/goose-skills

Skill Tier What it adds Upstream
newsletter-monitor core Scan an AgentMail inbox for newsletter signals using configurable keyword campaigns. Extracts matched keywords, context snippets, and company mentions from incoming emails. Use for monitoring accounting industry newsletters for buying … source

Source: himself65/finance-skills

Skill Tier What it adds Upstream
yfinance-data core Fetch financial and market data using the yfinance Python library. Use this skill whenever the user asks for stock prices, historical data, financial statements, options chains, dividends, earnings, analyst recommendations, or any market … source
company-valuation core Estimate the intrinsic value of a public company using DCF, relative (peer multiple) and sum-of-parts (SOTP) methods, then triangulate to an implied share price with upside/downside versus the current market price. Use this skill whenever … source
saas-valuation-compression core Analyze SaaS company valuation compression between funding rounds. Use this skill whenever the user asks about: how much a SaaS company's valuation multiple changed between rounds, why the ARR multiple compressed or expanded, comparing a … source

Source: jeremylongshore/claude-code-plugins-plus-skills

Skill Tier What it adds Upstream
fondo-reference-architecture core Reference architecture for startup financial operations using Fondo as the bookkeeping backbone with complementary tools for banking, payroll, and reporting. Trigger: "fondo architecture", "startup finance stack", "fondo integration … source
find-cpa-firm core Use whenever the user wants to find, shortlist, vet, or enrich US accounting and tax firms (CPA firms) — financial-statement audit, SOC 1/2 audit, corporate tax, bookkeeping for businesses, advisory/fractional CFO, M&A diligence, 409A … source
fondo-local-dev-loop core Configure local development workflows that integrate with Fondo for financial data, using Fondo exports with QuickBooks or accounting tools. Trigger: "fondo dev setup", "fondo export", "fondo QuickBooks", "fondo local data". source
snowflake-cost-tuning core Optimize Snowflake costs with resource monitors, warehouse auto-suspend, right-sizing, and credit consumption analysis. Use when analyzing Snowflake billing, reducing credit consumption, or implementing cost controls and budget alerts. … source
ramp-performance-tuning core Ramp performance tuning \u2014 corporate card and expense management\ \ API integration.\nUse when working with Ramp for card management, expenses, or\ \ accounting sync.\nTrigger with phrases like "ramp performance tuning", … source
ideogram-enterprise-rbac core Implement team-based access control and credit management for Ideogram. Use when managing multiple teams with separate budgets, enforcing content policies, or implementing API key isolation for enterprise Ideogram usage. Trigger with … source
ramp-ci-integration core Ramp ci integration \u2014 corporate card and expense management API\ \ integration.\nUse when working with Ramp for card management, expenses, or accounting\ \ sync.\nTrigger with phrases like "ramp ci integration", … source
ramp-common-errors core Ramp common errors \u2014 corporate card and expense management API\ \ integration.\nUse when working with Ramp for card management, expenses, or accounting\ \ sync.\nTrigger with phrases like "ramp common errors", … source
ramp-core-workflow-a core Ramp core workflow a \u2014 corporate card and expense management API\ \ integration.\nUse when working with Ramp for card management, expenses, or accounting\ \ sync.\nTrigger with phrases like "ramp core workflow a", … source
ramp-core-workflow-b core Ramp core workflow b \u2014 corporate card and expense management API\ \ integration.\nUse when working with Ramp for card management, expenses, or accounting\ \ sync.\nTrigger with phrases like "ramp core workflow b", … source
ramp-cost-tuning core Ramp cost tuning \u2014 corporate card and expense management API integration.\n\ Use when working with Ramp for card management, expenses, or accounting sync.\n\ Trigger with phrases like "ramp cost tuning", "ramp-cost-tuning", … source
ramp-data-handling core Ramp data handling \u2014 corporate card and expense management API\ \ integration.\nUse when working with Ramp for card management, expenses, or accounting\ \ sync.\nTrigger with phrases like "ramp data handling", … source

Source: microsoft/skills

Skill Tier What it adds Upstream
azure-ai-projects-dotnet core Azure AI Projects SDK for .NET. High-level client for Azure AI Foundry projects including agents, connections, datasets, deployments, evaluations, and indexes. Use for AI Foundry project management, versioned agents, and orchestration. … source

Source: mohitagw15856/pm-claude-skills

Skill Tier What it adds Upstream
credit-memo core Write a credit memo for a lending decision: borrower story, facility structure, repayment sources, financial-ratio spread with covenant headroom, risk factors with mitigants, risk-rating rationale, and a recommendation. Use when asked to … source
capital-allocation core Allocate a finite budget or headcount across competing initiatives by return and strategic fit. Use when asked to allocate budget, decide where to invest, build a funding/portfolio plan, or make trade-offs across initiatives under a cap. … source
substack-notes-scraper core Scrapes a Substack Notes page and exports engagement data to a formatted .xlsx file. Use when asked to download, analyse, or export Substack Notes performance data including likes, comments, and restacks. Produces a formatted spreadsheet … source
carbon-accounting-check core Sanity-check a greenhouse gas inventory before it goes into a report or gets audited. Use when asked to review a carbon footprint, check a GHG inventory, validate scope 1/2/3 numbers, explain a year-over-year emissions change, or prepare … source
paid-acquisition-plan core Plan a paid acquisition / performance marketing program with unit economics that work. Use when asked to plan paid media, allocate an ad budget across channels, set CAC/LTV targets, or structure a creative-testing program. Produces a paid … source

Source: mukul975/Anthropic-Cybersecurity-Skills

Skill Tier What it adds Upstream
analyzing-macro-malware-in-office-documents core Analyzes malicious VBA macros embedded in Microsoft Office documents (Word, Excel, PowerPoint) to identify download cradles, payload execution, persistence mechanisms, and anti-analysis techniques. Uses olevba, oledump, and VBA … source

Source: nexscope-ai/eCommerce-Skills

Skill Tier What it adds Upstream
competitor-price-analysis core Competitor pricing strategy analysis and market positioning. Price mapping, pricing gaps identification, elasticity signals evaluation, and strategic pricing optimization. Use when the user asks about competitor pricing, price analysis, … source

Source: nexu-io/open-design

Skill Tier What it adds Upstream
dcf-valuation core Discounted cash flow valuation and intrinsic value analysis for public companies. Use when the brief asks for DCF, fair value, intrinsic value, price target, undervalued or overvalued analysis, or "what is this company worth? source
huashu-bento-insight core Open Design vs closed cloud design tools: a side-by-side displacement case on control, cost (BYOK), and lock-in. Built as a decision-grade B2B sales deck for evaluation committee. source

Source: nowork-studio/NotFair

Skill Tier What it adds Upstream
google-ads core Manage Google Ads — performance, keywords, bids, budgets, negatives, campaigns, ads, search terms, QS, location targeting, bulk operations, experiments, asset management, portfolio bidding, offline conversions. Use for any mention of … source

Source: nowork-studio/notfair-plugin

Skill Tier What it adds Upstream
google-ads core Manage Google Ads — performance, keywords, bids, budgets, negatives, campaigns, ads, search terms, QS, location targeting, bulk operations, experiments, asset management, portfolio bidding, offline conversions. Use for any mention of … source

Source: qdrant/skills

Skill Tier What it adds Upstream
qdrant-monitoring-debugging core Diagnoses Qdrant production issues using metrics and observability tools. Use when someone reports 'optimizer stuck', 'indexing too slow', 'memory too high', 'OOM crash', 'queries are slow', 'latency spike', or 'search was fast now it's … source

Source: rampstackco/claude-skills

Skill Tier What it adds Upstream
vendor-evaluation core Evaluate, select, and contract with vendors and SaaS tools. Use this skill when comparing alternatives, running an RFP, scoring vendors against criteria, negotiating contracts, planning a switch, or assessing a vendor's risk. Triggers on … source

Source: sanjay3290/ai-skills

Skill Tier What it adds Upstream
deep-research core Execute autonomous multi-step research using Google Gemini Deep Research Agent. Use for: market analysis, competitive landscaping, literature reviews, technical research, due diligence. Takes 2-10 minutes but produces detailed, cited … source

Source: staruhub/ClaudeSkills

Skill Tier What it adds Upstream
deep-research core Use this skill when the user wants an evidence-based research memo, literature review, market/policy/technical landscape, or a multi-source decision brief with citations, trade-offs, and a clear conclusion. Best for tasks that need … source

Source: ThinkInAIXYZ/deepchat

Skill Tier What it adds Upstream
feishu-tools core Use the Feishu/Lark plugin MCP tools for Feishu documents, spreadsheets, knowledge content, and other matching workspace operations. source

Source: zebbern/claude-code-guide

Skill Tier What it adds Upstream
vc-industry-research core Generate professional primary market / venture capital industry research reports, including sector deep-dives, investment memos, and market analysis. Produces detailed PDF reports covering TMT, consumer, healthcare, and industrials. … source