Prompt Cards

Assemble an M&A deal-room checklist suitable for London focusing on EMIR clearing & margin thresholds monitoring. Return sections: diligence tracks, red-flag logs, data-room index, and closing deliverables. Output as a numbered list and a CSV template for request lists.

Draft a risk-based KYC/AML onboarding flow for London targeting MiFID II research unbundling policy and tracking. Include PEP/sanctions screening, documentary requirements, and EDD triggers. Return a swimlane description and a control-testing checklist.

Create a 12-slide client pitch outline in New York on corporate treasury cash segmentation (operating vs reserve). Slide titles, key proof points, and a call-to-action. Return as a table with slide_no, title, message, proof.

Write a backtest spec in New York for options market-making risk guardrails (illustrative). Describe data splits, leakage prevention, transaction costs, and benchmark selection. Return a JSONL of test cases and acceptance criteria.

Assemble an M&A deal-room checklist suitable for New York focusing on SPAC/De-SPAC watchlist with signals. Return sections: diligence tracks, red-flag logs, data-room index, and closing deliverables. Output as a numbered list and a CSV template for request lists.

Draft a risk-based KYC/AML onboarding flow for New York targeting private credit term sheet comparison. Include PEP/sanctions screening, documentary requirements, and EDD triggers. Return a swimlane description and a control-testing checklist.

Create a best execution policy in New York tuned to NY DFS cybersecurity program for a broker-dealer (illustrative). Include venues, routing, cost/likelihood factors, and monitoring. Return a policy outline and monthly review report fields.

Outline a cross-border payments flow in New York for FINRA-compliant advertising review workflow. Include currencies, rails, cut-off times, fees, and reconciliation. Return as a sequence list and a controls checklist.

Draft a trading-day runbook in New York oriented to Fed policy scenarios and equity sector tilts. Cover pre-open checks, intraday controls, and EOD reconciliations. Return as a timed checklist with owners.

Define ESG KPIs and disclosure notes for New York focused on MBS TBA hedging and pool specs (illustrative). Include data lineage, assurance options, and a lightweight controls matrix. Return as YAML + a CSV of KPI definitions.

Create a bond analyzer outline in New York for prime brokerage margin and financing costs. Include curve build, spread measures, carry/roll, and risk buckets. Return a minimal SQL view and a report template.

Create a liquidity stress-testing playbook in New York for US municipal bonds laddering for HNW. Provide scenarios (mild/base/severe), haircuts, time-to-liquidate tiers, and funding sources. Return as a table plus a 10-step execution checklist.