The Securities Trade Lifecycle: Investment Banking Operation
Complete Trade Lifecycle Guide | Trade Execution | Capture | Enrichment | Confirmation | Settlement | Reconciliation
Ratings 3.85 / 5.00
What You Will Learn!
- Understand the basics of Investment Banking Industry
- Understand in Detail the process of Trade life cycle, including trade capture, trade delivery , Reconciliation and role of clearing houses
- How trades get verified in trade life cycle process and what are the varuous systems
- Understand the entire trade life cycle through real life examples and cases
- Gain knowledge of reconciliation in the trade life cycle process
Description
Trade life cycle involves the entire process from the initiation of the trade, confirmation, execution, settlement and reconciliation. Hence, the only course which comprehensively covers the entire trade life cycle is right in front of you to start learning.
In this course, you will learn everything you need to know from the World's leading securities operations expert, Allen Aravindan, CFA. Allen is a CFA charter holder, a former hedge fund manager and a renowned trainer who also happens to be the founder of a leading financial skilling institute, mentor me careers. Allen will take you through the very basics of the investment banking industry, all the way up to your understanding the details of the investment banking operations process, also known as the securities trade life cycle.
You would be learning the following
Structure of investment banking
Order initiation and delivery (Front office function)
Order matching and conversion into trade (front office function)
Affirmation and confirmation (back office function)
Cleaning and safe custody
Clearing and Settlement (back office function)
Who is Allen? He is a CFA charter holder, having worked with various investment banks and also was the partner of a hedge fund based out of India, Ennovate Research & Capital.
He has total 15 years of investment banking experience and has worked in various capacities as a research analyst, a fund manager, a product head for an education company, while has been training for more than 10 years. In total he has trained and skilled more than 500000 candidates till in investment banking-related courses like financial modelling, excel , investment banking operations and the cfa program itself.
So best of luck and happy learning!
Who Should Attend!
- Analysts and associates in commercial, corporate and investment banking.
- Graduates in Finance planning to work with Investment Banks