Learn Investment Banking

Learn about end to end Trade Lifecycle and processing

Last updated 2022-01-10 | 3.6

- Learn about Capital Markets Operations & Investment Banking
- Learn about how Trade Life Cycle works in Investment Banking
- Learn about Front Office Operations in Investment Banking- How orders are routed & executed in Front Office system

What you'll learn

Learn about Capital Markets Operations & Investment Banking

Learn about how Trade Life Cycle works in Investment Banking

Learn about Front Office Operations in Investment Banking- How orders are routed & executed in Front Office system

Learn about Middle Office Operations- How trades are validated and confirmed in Middle Office Systems

Learn about Back Office Operations- How Trades' prematching

trade Settlement & Trade Reconciliation works

Learn about different types of Derivative Instruments

Learn about different types of Corporate Actions and their impact

Learn about SWIFT messages used in Trade Settlement

* Requirements

* Basic knowledge about different financial terminologies
* Basic knowledge about Finance and Capital Markets (Equities
* Fixed Income and Derivative products)

Description

If you are a job seeker in Investment Banking or want to learn about different functions of Investment Banking, this course is for you.

If you are already working in one of the domains in Investment Banking Operation and want to learn more about end to end Trade Life Cycle or want to learn about other domains of Investment Banking Operations- this course is for you.

- Learn about Secondary Markets and their importance

- Learn about need of Secondary Markets and their benefits

- Learn about end to end life cycle of a trade, how trade is processed and flows through different functions of Investment Bank

- Learn about Front, Middle & Back Office operation how they work and different roles & responsibilities in these functions.

- Learn about Order Routing & Execution in Front Office, Trade Confirmation & Validation in Middle Office, Trade Settlement and Reconciliation in Back Office along with various standard SWIFT messages used in trade Settlement

- Learn about different types of Derivatives, how Derivatives work with examples of Derivatives for better understanding

- Learn about different types of Corporate Actions & their impact on Depository, Cash component & internal systems

On completion of this course you will be well versed to crack interviews in Investment Banking domain.

Also, this course can help you during your job in the Investment Bank

Who this course is for:

People who want to learn about different functions in Investement Banking Operations
Job Seekers who want to move from other domains into Investment Banking domain
People who want to learn about end to end Trade Life Cycle in Investment Banking business
Job Seekers in Capital Markets Operations or Investment Banking domain- Front Office, Middle Office & Back Office Functions

Course content

5 sections • 9 lectures

Introduction 3 lectures

Introduction to Secondary Markets in Investment Banking Preview 01:08

Introduction about self, course structure & curriculum outline covered

Secondary Markets & Its Functions Preview 04:42

Learn about Secondary Market and it's importance

- Benefits of Secondary Market

Secondary Markets Trading- How it works & why is the need? Preview 13:30

Learn about why Securities came into existence

Learn about why companies raise funds using Securities and benefits of same

Learn about how different departments are segregated in Secondary market transactions

Trade Life Cycle in Investement Banking 1 lectures

End to end lifecycle of a Trade Preview 10:17

Learn about end to end Lifecycle of a trade

How trade flows through various departments of Investment Bank

Learn about different functions in Trade processing

Basics about roles of different departments in Trade Life Cycle viz. Front, Middle & Back Office

Learn about Front Office, Middle Office & Back Office in detail 3 lectures

Front Office- Order routing and execution on Exhange or OTC Preview 09:54

Learn about order Processing in Front Office

- Order Creation

-Order Enrichment & Validation

-Order Routing & Execution

Learn about

-Low Touch & High Touch Trading

-Algorithmic & Dark pool Trading and Internal Cross

-Difference between Sales and Dealing Desk

Middle Office explained- Roles & Responsibilities Preview 08:34

Learn about role of Middle Office in Trade Processing

-Difference between Sales Support & Trade Support roles

- Role of Trade Support Assistant

- Role of Sales Support Assistant

-Different types of Middle Office activities

Back Office- Settlement, SWIFTs & Reconciliation Preview 19:47

Learn about role of Back Office in Trade Processing

- Different activities in Back Office

-Trade Prematching

-How Trade Settlement happens

-Risks/ Issues in Trade Settlement

- Trade Reconciliation (including cash & stock reconciliation)

- Different types of Settlement related SWIFTs

Derivatives Explained 1 lectures

How Derivatives work like CALL, PUT, CAP, FLOOR, SWAPs etc. Preview 21:15

Learn about Derivatives

-How Derivatives are traded

-Settlement of Derivatives

-Interest Rate Swap Derivatives explained

- Credit Default Swap Derivative explained

- Options Derivative explained (with Call, Put & Straddle Option)

Corporate Actions Explained in detail 1 lectures

How Corporate Actions work and their impact Preview 15:05

Learn about Corporate Actions

- Difference between Mandatory & Voluntary Corporate

Different Corporate Action examples & their impact

-Stock Split

-Reverse stock split

-Rights Issue

- Merger & Acquisition CA

- Spin Off

- Convertible Debentures

- Dividend (Cash & Stock dividend)

- Important dates in Corporate Action explained

Impact of different Corporate Actions

- On Stock Price

- At Depository

- In Internal Systems

- On Security Lending/ Free of Payment Trades

- On Cash Settlement trades