About the Workshop?

This course is specifically designed for those who wish to create a career in Investment Banking/Investment Management operations. This is an 80-Hours program for 10 days and provides a detailed knowledge of operations.

Program covers understanding of Trade Life Cycle, Middle office functions like Trade Capture, Trade Control & Trade Management & Back office functions like Data Management and Static Setup, Client on-boarding & KYC, Confirmation, Settlements, Reconciliation, Claims Management and MIS/Reporting covering multiple asset classes like Equities, Fixed Income, FX, Derivatives, Collateral etc.

This workshop will be delivered by experts who have multiple years of hands-on experience in these functions and are well versed with the operational environment at key-stroke level for Major banks/IM's in the Indian Market

We partner with major market players and educational institutions on the street and tailor-made the program as per their specifications

Workshop Agenda

Who should attend?

This workshop is suitable for those who wants to create a career and who offers a career in Investment Banking or Investment Management Operations

Educational Institutes

Educational institutions who provides professional courses like MBA/BBA


Any graduate who wants to make a career in IB/IM operations like BBA/MBA/M Com/B Tech

Financial Institutions

Investment Banks & Investment Management firms for their hiring needs

Working Professionals

Experienced professional who are looking to change their domain to IB/IM Operations

Why you should attend?

This course will provide the fundamental knowledge of operations that will help the individuals for an effective career in Investment Banking operations

Simple Methods

Facilitators use simple learning methods to teach the complex topics.

Expert Coach

Session is delivered by experts from the operations who have hands on experience in the domain/subject

Experiential Learning

You will learn by doing which leads to retention of knowledge and practical exposure

Placements & Hiring

By partnering with us we will work together on your placement and hiring needs

Comparative Analysis