The Securities Trade Lifecycle: Investment Banking Operation

4.48 (33 reviews)

Udemy

platform

English

language

Investing & Trading

Why take this course?

Course Title: The Securities Trade Lifecycle: Investment Banking Operations 🏦

Welcome to "The Securities Trade Lifecycle: Investment Banking Operations", the most comprehensive course on the market that takes you through every step of the trade life cycle. From initiation to execution, capture, enrichment, confirmation, settlement, and reconciliation, this course, led by the esteemed Allen Aravindan, CFA, is your ultimate guide to mastering the investment banking operations process.

What You'll Learn:

Investment Banking Structure: Get an introductory grasp of how investment banks operate and their role in the global financial markets.
Order Initiation and Delivery: Understand the front office functions and how trades are initiated and delivered by investment banks.
Order Matching and Trade Conversion: Learn about the conversion process from order to trade and the matching systems used in the industry.
Affirmation and Confirmation: Dive into the back office functions, including the affirmation and confirmation processes that ensure trade accuracy and timeliness.
Cleaning and Safe Custody: Explore the importance of maintaining clean trades and the safe custody of securities as they move through the lifecycle.
Clearing and Settlement: Gain insights into the critical back office functions of clearing and settlement, which are essential for the smooth functioning of financial markets.

Your Instructor: Allen Aravindan, CFA 🏅

Allen is not just a seasoned professional with over 15 years of investment banking experience; he's also a partner at Ennovate Research & Capital and has managed hedge funds. His expertise extends beyond trading floors to classrooms, where for more than a decade, he has empowered over half a million aspiring professionals through his training programs in financial modelling, Excel, investment banking operations, and CFA program preparation.

Why This Course?

Expert-Led Learning: Allen's real-world experience will provide you with practical insights that go beyond theoretical knowledge.
Comprehensive Curriculum: From the basics to the complexities of investment banking operations, this course covers it all.
Engaging Content: Engage with content that is designed to cater to different learning styles and keep you motivated throughout the course.

Embark on your journey to becoming an investment banking operations expert today! With Allen Aravindan as your guide, you'll gain a deep understanding of the securities trade lifecycle. 🎓✨

Best of luck, and we look forward to seeing you thrive in the world of investment banking!