🎓 FREE First Workshop for Every College · Conducted On Campus for Your Students
Investment Banking
Operations —
End-to-End Overview
A complete walkthrough of how investment banking operations function, from front office trade execution to post-trade settlement and reporting. Practical, beginner-friendly, and built for finance aspirants.
About
What This Workshop Covers
This workshop provides a complete understanding of how investment banking operations function, from front office trade execution through to post-trade settlement and reporting. Participants learn the operational backbone of investment banks and how different departments interact to ensure smooth financial transactions. The content is structured to be accessible for beginners while offering meaningful process exposure relevant to real-world roles.
Topics
Fundamentals Covered
Introduction to Investment Banking Operations
What IB operations means, why it matters, and the career opportunities it opens up.
Structure of Global Investment Banks
Organisational structure of a global investment bank, divisions, desks, and how they relate to operations.
Front Office, Middle Office & Back Office Functions
Roles, responsibilities, and interdependencies across all three office functions with practical examples.
Trade Flow & Operational Workflow
End-to-end trade lifecycle, from order placement and execution to confirmation, settlement, and reporting.
Settlement & Clearing Fundamentals
How trades are cleared and settled, roles of clearing houses, CSDs, and settlement cycles (T+1, T+2).
Cash & Securities Movement
How cash and securities physically move between counterparties, custodians, and fund books.
Operational Controls & Monitoring
Control frameworks, exception management, and daily monitoring processes used in operations teams.
Risk Management Basics in Operations
Types of operational risk, how they arise, and how banks manage and mitigate them.
Banking Operational Terminology
Key terms used across IB operations, SWIFT, DvP, FOP, SSI, fail trade, nostro, and more, explained simply.
Real-Time Banking Process Examples
Live walkthroughs of real-world scenarios drawn from equity, fixed income, and derivatives operations.
Outcomes
Skills Developed
- Understanding of end-to-end operational process flow in investment banks
- Knowledge of front, middle, and back office banking departments
- Ability to identify and articulate operational risks
- Awareness of banking control mechanisms and monitoring practices
- Understanding of transaction lifecycle management
First workshop is FREE for every college. Students take part through the workshop batch we schedule with your institution.
Career Opportunities
Roles You Can Target
Request a Campus Workshop
For college and institution management. Share your details and we will get back within 24 hours with the schedule and availability.