Investment Banking Operations Bootcamp Program by Great Learning: Fee, Duration, How to Apply

Quick Facts

particular	details
Medium of instructions English	Mode of learning Self study, Virtual Classroom	Mode of Delivery Video and Text Based

Course overview

Investment Banking Operations Bootcamp Program is an online job-oriented boot camp meant for graduates from financial backgrounds. The course is a 3-month long programme and is provided in live virtual mode. The course will help the learners acquire the industry-relevant skills needed for the investment banking sector through hands-on projects. Investment Banking Operations Bootcamp Program online course is offered by Great Learning which is one of the prominent presence in higher education and professional training.
Investment Banking Operations Bootcamp Program Certification by Great Learning will discuss global financial systems and other aspects of investment banking operations including risk and compliance. After the programme, the learners will be provided with an industry-recognised certificate and assistance to get placed in better job opportunities.

Course and certificate fees

certificate availability

Yes

certificate providing authority

Great Learning

Who it is for

Investment banker Investment director Investor Investment advisor

Investment Banking Operations Bootcamp Program classes can be taken by graduates who come from a financial background and also by the professionals such as:

Eligibility criteria

Academic Qualifications

To enrol in the Investment Banking Operations Bootcamp Program training, the learners must be fresh graduates from a financial discipline or recent graduates with a minimum of 60% score along with proficiency in the English language.

Certification Qualifying Details

The Investment Banking Operations Bootcamp Program certification by Great Learning is offered to the candidates who have successfully completed the course.

What you will learn

Investment Banking Operations Bootcamp Program Certification Syllabus will guide the learners on three aspects of operations of investment banking, namely, product, operations and risk and compliance. It also will discuss the following topics:

Trade life cycle
Risk management
Fixed income securities
Foreign exchange market
Corporate actions
Reference data management
Cash equities

The syllabus

Module 1: Product

Introduction to IB and Global Financial System

Introduction to Financial System
Types of Financial Markets & Different Market Participants
Regulatory Agencies
Introduction to Investment Banks - Buy Side & Sell side of Business

Eco-System of Secondary Markets

Introduction to Global Stock Exchange
Equity Products
Shares
Warrants
Depositary Receipts
ETF
Role of Broker -Dealers
Mechanics of Security Lending Borrowing
Margin Fund
Depositary & Clearing House
CSD & ICDS -Crest /DTC
Overview of EuroClear
DTCC Omgeo CMT & Alert

Cash Equities

Equity & Preference Shares- Features
Advantages and Disadvantages Depository Receipts - Types of ADR, Advantages of ADR and GDR
Difference between ADR and GDR
Primary & Secondary Market
Issuance/Trading
IPO Process – US & Indian Markets
Stock Exchanges & Financial Centre’s of the World
Trade economics for Equity Market

Introduction to Fixed Income Securities

Fixed Income & Advantages of Fixed income products
Bonds and its Characteristics, Types of Bonds
Relation Between Interest and Bond Price & Yield and Bond Price
Current Yield, YTM, Clean price, Dirty price, Accrued Interest
Process of Securitization – MBS & ABS
YTM Formula with some example
Trade economics for Fixed income

Introduction to Foreign Exchange Market

What is FX, Features of FX
Difference between FX & Futures
Market Participants
Types of Quotations
Type of FX Trade - Cash, Spot, Tomm, NDF, Forward
Trade Economics of FX Transaction
FX Future and Options
Primary & Secondary Market

Derivatives Market - Forward, Future and Options

Derivatives – An Introduction
Difference between OTC & ET Derivatives
Factors influencing Value of Derivatives
Forwards Contracts, Futures Contract
Futures price determination
Margins in Futures
Futures Settlement
Futures Payoffs
Definition of Options
Types of Option
Trade Economics of Options
Option Premiums
Types of Option Payoffs
Options Pricing
Styles of Exercising Options

Derivatives – Swaps

Introduction to Swaps - Types
Interest Rate Swap, Terminologies Involved, IRS application – Hedging, Speculation
Types Equity Swap, Terminology associated with EQS, EQS application – Hedging, Speculation
FX Swap – Terminologies Involved in FX Swaps. Examples of Hedging and Speculation in FX Swaps
Credit Default Swap, Settlements, Credit Events, Types, Terminologies
Currency Swaps - Terminologies Involved in Currency Swaps. Examples of Hedging and Speculation in Currency Swaps
Settlement process of IRS, EQ, CDS, FX and Currency Swaps
Trade Economics of IRS, EQ, CDS, FX and Currency Swaps

Introduction to Money Market

Introduction of Money Market
Instruments of Money Market
Interbank Lending, T-Bills, Certificate of Deposit, Commercial Paper, Repo
Advantages & Disadvantages of Money Market
Difference between Capital & Money Markets

Commodity Markets

Participants in Commodities Market
Working Structure International Commodities Derivatives Market
Trading Mechanism of Commodity Futures
Contract Specification –Quote –Trading Unit
Weather Derivatives
Dynamics of Energy and Metal Futures

Module 2: Operations

Trade Life Cycle

What is a Trade Life Cycle?
Role of Front Office, Middle Office and Back office
Client Onboarding
Trade Execution
Exchange Traded, OTC, Day Trading, Margin trading, Cash Trading
Trade Capture
Types of Data: Static Data / Reference Data
Role of Data Management in Trade Life Cycle
Sourcing and Validation Process for Client / Counterparty Data
Trade Enrichment
Trade Validation
Trade Matching
Confirmation
Trade Communication to Custody
Clearing and Settlement
Standard Settlement Instructions
Types of Settlement - DvP, FoP, Partial Settlement, and Relevant Swift Messages
Concept of Netting
Reconciliation
Reporting
Differences in TLC for Exchange Traded versus OTC
Derivatives Documentation – ISDA

Reference Data Management

Introduction to Reference Data Management
Why Reference Data Management
Static Data- OMGEO, SWIFT & Markit
Securities Identification Numbers
Instrument Set-up
Investor Set-up
SSI Set-up
Counter Party Identifiers
Other Reference Data Example
Introduction to FO, MO & BO and their role and responsibility in TLC

Corporate Actions

What is a Corporate Action
Purpose of Corporate Action
Types of Corporate Action
Important Dates in Corporate Action
Processing of Corporate Action (Life Cycle)

Asset Management

What is Asset Management
Structure of Mutual funds
Difference between an open-ended and close-ended scheme
What is Hedge Fund
Structure of Hedge Fund
Hedge Fund Operations
Roles & Activities
Fund Administration
Fund Accounting
Management Fee and Performance Fee
Formula to calculate NAV

Reconciliation & Introduction to ISDA

Definition
Position within the TLC
Basic Example
Different Types of Reconciliations
Nostro, Depot, Trade, Exchange, Static Data, Intra and Inter Recon
Lifecycle of Typical Reconciliation process
Risks addressed by Reconciliation
Integrity of the Reconciliation Framework
Role of ISDA
Architecture
Hierarchy
ISDA Master Agreement
Provisions
Schedule
Various ISDA Documents
Confirmations
Best Practices

Stock Borrow Lending

Securities Lending and Borrowing
Market participants of SBL
Sorts of securities traded in SBL
Triplicate SBL
Benefits and disadvantages of trading in SBL
Stock lending difference from repo
Reasons for SBL
Difference between SBL/SLB and Repo

Collateral Management

What is Collateral?
Types & Participants of Collateral Management
Process in Collateral Management
Key Terms in Collateral Management
Advantages & Disadvantages of Collateral Agreements
Risk Management in Collateralization

Global Securities Operations

Participants in Securities Operations - Custodians, Traders, Broker-Dealers, Agent Banks Clearing and Settlement Operations in Various Jurisdictions
Ancillary Functions in Operations
Case Studies on NA/EMEA/APAC Markets

Custody Operations

Trade Life Cycle and Role of a Custodian
Services Oﬀered by a Custodian Local Custody Versus Global Custody
The Process of Custody Operations
Developments in Securities Markets
Introduction to SWIFT-Basics and Evolution
Interface Departments – SWIFT Diﬀerent Types of SWIFT Messages
Key Fields and Bank Identiﬁer Code (BIC) Structure Message Types Used by Custodians
Common Cases for SWIFT Errors – Repair Process

Module 3: Risk and Compliance

Risk Management

What is Risk
Types of Risk - Market Risk, Credit Risk, Liquidity Risk, Operational Risk
How to avoid Market Risk, Credit
Risk and Liquidity Risk
Major causes of Operational Risk
How to avoid Operational Risk
Risk Management and Mitigation Frameworks

Regulatory Framework

Regulatory Environment and consequences of non compliance
Regulatory Environment – US, Europe, India, APAC focused
Basel Norms - I, II, III, IV
Dodd-Frank Act (DFA)
FATCA/ CRS
European Market Infrastructure Regulation (EMIR)
Markets in Financial Instruments Directive (MiFID)

AML / KYC

Background of AML/KYC
Case Studies in Money Laundering
The Three Stages of Money Laundering
Placement and the Methods Adopted
Layering and Methods Adopted
The Need for KYC
Customer Acceptance Policy
Customer Identification Procedure
Due Diligence
Monitoring of Accounts and Transactions

Admission details

Get started with Investment Banking Operations Bootcamp Program certification course through the steps given below.

Step 1: Browse the URL https://www.mygreatlearning.com/gl-career-academy-investment-banking-operations

Step 2: Choose the option “Apply Now”, fill out the application form with the required information and submit it.

Step 3: After speaking with the admission team, the learners can appear for the in-person aptitude test at the prescribed centre or take a video interview.

Step 4: The offer letter will be provided to the selected candidates and they can start taking the course by paying the admission fee of Rs 8,475 + GST.

Filling the form

To join the programme, the learners are supposed to fill out an online application form and submit it. It will ask for personal details and professional information.

How it helps

Investment Banking Operations Bootcamp Program certification benefits the learners by giving them a detailed understanding of the operational process in investment baking. Plus, they will be given practical exposure through hands-on projects. Also, the certificate of completion by Great Learning will be very instrumental while looking for a career opportunity in the industry.

FAQs

Who is offering the Investment Banking Operations Bootcamp Program online course?

The online placement-oriented programme is offered by Great Learning.

In which mode the Investment Banking Operations Bootcamp Program online training is provided?

The course on investment banking operations is provided in live virtual mode.

How long is the Investment Banking Operations Bootcamp Program online course?

The online training is 3 months long.

Will the learners be provided with practical training?

Yes, the learners will be given thorough practical learning during the course through three group simulations, namely, Product Simulation, Operations Life Cycle Simulation and AML KYC Simulation.

Will the participants be awarded a certificate of completion?

Yes, the participants will be given a certificate of completion after successfully completing the course.

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Investment Banking Operations Bootcamp Program

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