360 Secure SkillHub
360 安全技能中心

Investment Banking

该 Skill 文档化一个投资银行职业发展路线图 HTTP API,包含健康检查、按 sessionId 与 assessmentData(经验、技能、目标)生成个性化路线图、查询专业化方向与学习路径等端点;请求与响应为 JSON,需联网调用外部服务,响应含分阶段里程碑、匹配度评分与下一步建议。文件仅含 SKILL.md 与 openapi.json,未提供可执行代码或鉴权说明。

krishnakumarmahadevan-cmd
krishnakumarmahadevan-cmd
热度 41.44
最近更新 2026-05-11 17:40:25
分类:知识依赖:第三方 API应用场景:推荐 / 任务管理

安装技能

复制下面的话术发给你的 Agent,它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill: npx secure-skills-cli add toolweb-investment-banking
Metadata
name
Investment Banking Specialist Roadmap
description
Professional Investment Banking Career Roadmap Platform that generates personalized career development paths and specialization guidance.

Overview

The Investment Banking Specialist Roadmap is a professional career development platform designed to help financial professionals navigate their path to investment banking specialization. This API provides personalized roadmap generation, specialization path discovery, and structured learning resources tailored to individual experience levels, skill gaps, and career objectives.

Built for finance professionals, career coaches, and educational institutions, this platform combines assessment data with industry-standard competency frameworks to deliver actionable guidance. Whether you're transitioning into investment banking, advancing within the field, or targeting specific specializations like M&A, DCM, or ECM, the platform adapts to your unique profile and delivers step-by-step career progression strategies.

The roadmap engine analyzes your current experience, technical skills, and career goals to recommend learning paths, specialization tracks, and development milestones aligned with real-world investment banking career trajectories.

Usage

Request: Generate Personalized Roadmap

{
  "sessionId": "sess_abc123xyz",
  "userId": 42,
  "timestamp": "2024-01-15T10:30:00Z",
  "assessmentData": {
    "sessionId": "sess_abc123xyz",
    "timestamp": "2024-01-15T10:30:00Z",
    "experience": {
      "yearsInFinance": 3,
      "previousRole": "Financial Analyst",
      "currentEmployer": "Fortune 500 Bank"
    },
    "skills": {
      "technicalSkills": ["Excel", "Python", "SQL", "Financial Modeling"],
      "softSkills": ["Communication", "Analytical Thinking"],
      "certifications": ["CFA Level 1"]
    },
    "goals": {
      "targetRole": "Associate - M&A Advisory",
      "timelineMonths": 18,
      "geographicPreference": "NYC"
    }
  }
}

Response: Personalized Roadmap

{
  "roadmapId": "rm_xyz789",
  "userId": 42,
  "sessionId": "sess_abc123xyz",
  "generatedAt": "2024-01-15T10:30:15Z",
  "assessmentSummary": {
    "currentLevel": "intermediate",
    "experienceGap": 2,
    "skillGapAreas": ["Advanced Financial Modeling", "Valuation Techniques", "Deal Structuring"]
  },
  "recommendedRoadmap": {
    "specialization": "M&A Advisory",
    "phases": [
      {
        "phase": 1,
        "duration": "3 months",
        "focus": "Foundation Building",
        "milestones": [
          "Master DCF Analysis",
          "Complete Comparable Company Analysis",
          "Study Recent M&A Case Studies"
        ],
        "learningResources": ["Financial Modeling Masterclass", "M&A Primer Course"]
      },
      {
        "phase": 2,
        "duration": "6 months",
        "focus": "Specialization Development",
        "milestones": [
          "LBO Model Proficiency",
          "Deal Structuring Fundamentals",
          "Industry Deep Dive"
        ],
        "learningResources": ["Advanced LBO Modeling", "Investment Banking Transactions"]
      },
      {
        "phase": 3,
        "duration": "9 months",
        "focus": "Professional Readiness",
        "milestones": [
          "End-to-End Deal Analysis",
          "Interview Preparation",
          "Networking and Positioning"
        ],
        "learningResources": ["Mock Interview Program", "Networking Strategy Guide"]
      }
    ]
  },
  "specializations": [
    {
      "name": "M&A Advisory",
      "matchScore": 0.92,
      "description": "Mergers and Acquisitions specialization"
    },
    {
      "name": "ECM",
      "matchScore": 0.78,
      "description": "Equity Capital Markets specialization"
    }
  ],
  "nextSteps": [
    "Enroll in Financial Modeling Masterclass",
    "Begin DCF Analysis practice problems",
    "Schedule monthly progress reviews"
  ]
}

Endpoints

GET /

Health Check Endpoint

Verifies API availability and connectivity.

Parameters: None

Response:

  • 200 OK - API is operational
    • Returns health status object

POST /api/ib/roadmap

Generate Personalized Roadmap

Creates a customized Investment Banking career roadmap based on assessment data, current experience, skills inventory, and career goals.

Required Parameters:

Name Type Required Description
sessionId string Yes Unique session identifier for tracking
timestamp string Yes ISO 8601 timestamp of request
assessmentData object Yes Contains experience, skills, and goals objects
assessmentData.sessionId string Yes Session identifier (must match parent sessionId)
assessmentData.timestamp string Yes Assessment timestamp
assessmentData.experience object No Career history and current position details
assessmentData.skills object No Technical skills, soft skills, and certifications
assessmentData.goals object No Target role, timeline, and preferences

Optional Parameters:

Name Type Description
userId integer User identifier for profile association

Response (200 OK):

  • roadmapId - Unique roadmap identifier
  • userId - Associated user ID
  • sessionId - Tracking session ID
  • generatedAt - Timestamp of generation
  • assessmentSummary - Analysis of current level and gaps
  • recommendedRoadmap - Multi-phase career progression plan
  • specializations - Ranked specialization matches with scores
  • nextSteps - Immediate action items

Error Response (422):

  • Returns validation errors if required fields are missing or malformed

GET /api/ib/specializations

Get Available Specializations

Retrieves all available investment banking specialization paths and their descriptions.

Parameters: None

Response (200 OK):

  • Array of specialization objects including:
    • name - Specialization title (e.g., "M&A Advisory", "DCM", "ECM")
    • description - Career path overview
    • requirements - Prerequisites and competencies
    • careerProgression - Typical advancement track
    • averageSalary - Compensation ranges

GET /api/ib/learning-paths

Get All Available Learning Paths

Retrieves comprehensive list of structured learning resources, courses, and development modules available within the platform.

Parameters: None

Response (200 OK):

  • Array of learning path objects including:
    • pathId - Unique path identifier
    • title - Learning resource name
    • specialization - Applicable specialization
    • difficulty - Level (beginner, intermediate, advanced)
    • duration - Estimated completion time
    • topics - Learning objectives and modules
    • prerequisites - Required prior knowledge

Pricing

Plan Calls/Day Calls/Month Price
Free 5 50 Free
Developer 20 500 $39/mo
Professional 200 5,000 $99/mo
Enterprise 100,000 1,000,000 $299/mo

About

ToolWeb.in - 200+ security APIs, CISSP & CISM, platforms: Pay-per-run, API Gateway, MCP Server, OpenClaw, RapidAPI, YouTube.

References