Who it’s for: Designed for students and professionals aiming to enhance their expertise in investment banking operations and pursue high-demand roles within the industry.
Real-world training: Focus on practical tools and industry-specific knowledge, using live case studies, interactive exercises, and operational methodologies employed in investment banking.
Unique approach: Combines theoretical principles with real-world operational application, offering a distinctive learning experience compared to traditional courses.
What to expect:
Master key skills in trade processing, risk management, and operational workflows.
Gain hands-on experience to efficiently manage complex operational challenges in investment banking.
Outcome: Be fully prepared to take on investment banking operations roles with confidence, driving efficiency and impact within any organization.
In-depth understanding of financial systems – Gain a comprehensive grasp of financial structures, from equity securities to complex derivatives, and how they function in the investment banking landscape.
Master key accounting principles – Learn the essentials of accounting systems, including journal entries, ledger management, and the preparation of financial statements like P&L and balance sheets.
Expertise in operational workflows – Understand the end-to-end processes in investment banking operations, including trade lifecycles, settlements, reconciliation, and custodial services.
Knowledge of asset management and investment vehicles – Dive into various asset management functions, investment types like mutual funds, hedge funds, and alternative investments, and their associated strategies.
Practical skills in fund administration and NAV calculation – Gain hands-on experience in fund accounting, understanding NAV calculation, and mastering the intricacies of fund operations.
Insights into the regulatory environment – Learn the regulatory frameworks governing investment banking operations, hedge funds, and derivatives, ensuring compliance and risk management strategies are in place
Course Content
1. Financial System – Structure & Design
2. Equity Securities
3. Fixed Income Instruments
4. Derivatives Contracts
5. OTC’s and Trade Life Cycle
6. Settlement Processes
7. Reconciliation & Custody Services
8. Corporate Action Events
9. Accounting Systems, Journal Entries, Ledgers & Fundamental Principles
