Fundamentals of Investment Banking (IB) and Operations

This program will give you the fundamentals for navigating the swiftly changing world of global financial markets.

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Introduction

This program is designed to help you manage clients’ investment portfolios and your own organization’s investment stance while navigating the risks and opportunities of different financial products, including options and swaps.

Keywords

Investment banking, investing operations, financial products, futures, options, securities, swaps, trade life cycle, maturity, yields, trading and operational errors, risk mitigation

What You Learn

1

Fundamentals of investment banking and operations.

2

Differences between corporate and retail investors.

3

Financial products and their life cycles.

4

Basics of investment technologies.

5

Different kinds of institutional investment participants and their risk appetites.

6

Trading and operational errors and controls for mitigating risks.

What You Get

Videos

Articles

Digital Badges

Quizzes

Handouts

One-to-one mentorship

This Is For You If

You are entering trading and investment roles in your organization, especially in an investment bank.

How You Benefit

Master financial products and their life cycles for better buy/sell calls.

Understand investment technologies, as well as human and machine errors.

Understand and cater to the needs of different institutional clients.

Grasp methodologies for mitigating risks in investment operations.

What You Shouldn’t Miss

Trade Lifecycle – A Simulation Based Workshop

4.8

This program will help investment managers understand the day-to-day securities operations and settlement cycles.

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Trade Finance & Products

This program will help managers understand the products, risks, and mitigation strategies in trade financing.

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Corporate & Wholesale Lending

The program will guide you on the legal and financial aspects of corporate lending and judging corporate creditworthiness.

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Financial Markets Business Acumen (FMBA)

This program will train the participants on the fundamentals for navigating the swiftly changing world of global financial markets.

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The Silver Brook Advantage

End-to-End Program Management

Every program is managed end to end by the SB team through reminders, attendance, assignments, mentorships, and tests.

Going the Extra Mile

Each program is designed and delivered with a focus on maximizing learning outcomes and achieving the terminal objectives.

The Personal Touch

Our programs are tailor-made to our partner organizations and their individual learners.

Integration across Disciplines

Programs across Life Skills, Leadership, Business, and Technology for all industry sectors.

Why Learn from

Silver Brook

20,000

programs conducted in nearly 2 decades.

80%

of our clients are Fortune 500 companies.

out of 100 learners recommend our programs to others (NPS score).

483,000+

professionals have leveled up their skills and mindsets.

42%

of our programs are mandatory for some clients’ employees.

80%

of clients repeat our programs.

800

years of collective experience in planning and upskilling.

50+

Facilitators come from top management and leadership roles.

countries and growing…

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Customized

Call us to talk to one of our learning advisors about your upskilling requirements or use the form below to send us a message.