🎓 Eligibility: B.Com / BBA / MBA / M.Com / CA Inter / CMA Inter · Freshers & Experienced Welcome
Investment Banking
Front & Middle Office
Certification Program
Step into the core of investment banking operations, trade support, risk & exposure monitoring, portfolio operations, and client reporting, with real-time training aligned to global financial institution requirements.
45
Days Programme
FO+MO
Combined Coverage
100%
Placement Assistance
Live
Trade Support Training
About
Your Gateway Into IB Front & Middle Office
This certification programme is designed for candidates who want to build a career in investment banking's front and middle office functions. It provides real-time exposure to trade support workflows, risk & exposure management, portfolio monitoring, and client reporting, delivering the industry-relevant skills demanded by global investment banks and capital market companies.
Highlights
Course Highlights
45-Day Structured Schedule
Flexible batch timings based on majority preference, balanced for freshers and career switchers alike.
Trade Support & Trade Life Cycle
Full coverage of trade support activities, from pre-trade through execution, confirmation, and post-trade processing.
Risk & Exposure Management
Practical introduction to risk monitoring, market risk, counterparty exposure, and limit management in middle office.
Client Reporting Process
How investment banking client reports are generated, reviewed, and distributed, content, formats, and timelines.
Advanced Excel for Operations
Pivot tables, XLOOKUP, and reporting templates, the Excel proficiency expected in middle office analyst roles.
Completion Certificate
Post-course certificate to strengthen your profile when applying for front and middle office roles globally.
Curriculum
Details of the Programme
Introduction to Investment Banking
The investment banking ecosystem, revenue models, client types, product lines, and how front and middle office fit within the bank.
Front Office & Middle Office Functions
Roles, responsibilities, and daily workflows in FO (sales, trading, research) and MO (trade support, risk, reporting).
Trade Life Cycle Process
End-to-end trade flow, order management, execution, affirmation, clearing, and settlement from FO and MO perspectives.
Trade Support Activities
Trade booking, amendment, cancellation, and query resolution, the day-to-day workflow of a trade support analyst.
Risk & Exposure Management Basics
Market risk, credit risk, and counterparty exposure monitoring, how middle office teams measure and report risk to senior management.
Portfolio Monitoring
Portfolio-level P&L tracking, position monitoring, and reconciliation of portfolio data against system records.
Capital Market Instruments
Equities, fixed income, derivatives, and structured products, how each is handled from FO initiation to MO oversight.
Cash & Position Monitoring
Real-time cash and security position monitoring responsibilities in middle office, intraday and end-of-day controls.
Client Reporting Process
Investment banking client reporting, report types, production process, accuracy controls, and distribution workflows.
Corporate Actions Overview
How corporate actions (dividends, splits, mergers) are processed and communicated across FO and MO teams.
Advanced Excel, Pivot Tables, XLOOKUP & Reporting
Building live operational reports and trade monitoring sheets, hands-on Excel training for front and middle office workflows.
Placement Assistance
Resume building, mock interviews, and placement guidance targeting front office, middle office, and trade support roles.
Who Can Join
Eligibility
- B.Com Graduates
- BBA Graduates
- MBA (Finance) Students & Graduates
- M.Com Graduates
- CA Inter Candidates
- CMA Inter Candidates
Career Opportunities
Roles You Can Target
Enquire & Enroll
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