Investment Banking Operations Bootcamp Program

BY
Great Learning

Get familiar with investment banking operations and get ready for a job through hands-on projects by joining the placement-guaranteed course by Great Learning.

Mode

Online

Duration

3 Months

Fees

₹ 97000

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. 

Read more: Investment Banking Certification Courses

The highlights

  • Offered by Great Learning
  • Live Virtual Classes
  • 3 Months Long Programme
  • Placement Support

Program offerings

  • Certificate of completion
  • Hands-on projects
  • 7 guaranteed placement opportunities

Course and certificate fees

Fees information
₹ 97,000

Investment Banking Operations Bootcamp Program certification fees can be paid in two methods; either in an EMI plan or in a full fee payment plan. The EMI option begins from Rs  4918 / month.
Fee Structure

Name of the Course

Fee

Investment Banking Operations Bootcamp Program

Rs 97,000 + GST

certificate availability

Yes

certificate providing authority

Great Learning

Who it is for

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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