Dedicated to aspiring investment bankers, this course equips you with essential skills for Front to Back Office roles
What you will learn
Launch Your Career in Investment Banking: Explore roles in the front, middle, or back office
Master Equities and IPOs: Understand the fundamentals of equities and the IPO process
Navigate Post-IPO Trading: Learn about trading shares in organized markets and over-the-counter
Role of Floor Brokers and Designated Market Makers, Secondary Market Trading
Currency Quote Conventions: Decode currency pairs and calculate cross rates.
Options Trading Insights: Grasp how market prices impact option attractiveness
Value Options Accurately: Calculate intrinsic and extrinsic values with real-world examples
Interest Rate Swaps Explained: Understand the structure of Interest Rate Swaps, Fixed Leg, Floating Leg, Synchronous and Asynchronous swap
Credit Default Swaps (CDS): Learn the roles of protection buyers and sellers
CDS Premiums and Spreads: Navigate CDS payment structures and credit events
Salesperson’s Role on the Trading Floor: Bridge clients and traders effectively.
Real-World Transaction Examples: See how salespeople initiate client transactions
Sales-Trader Dynamics: Understand the tension and negotiations in bid-ask spreads
Trader’s Daily Duties: Explore the responsibilities of a market maker
Analyze Market Data: Assess liquidity, volatility, and risk-return objectives
Manage Large Transactions: Learn hedging strategies and market condition assessments
Proprietary Trading vs Market Making: Distinguish between these key trading roles
Structured Product Development: Coordinate and develop financial products within the bank
Middle Office Functions: Support and control front and back office operations
Middle Office : Monitoring trader and counterparty limits
Security Purchase Clearing Process: Understand the steps and roles in security transactions
Settlement Instructions and SWIFT Messages: Learn about MT540, MT541, MT542 Receive Versus Payment (RVP), and MT543 Delivery Versus Payment (DVP)
Pre-Accounting for Securities: Prepare for accurate financial reporting
Investment Accounting Approaches: Master trading and held-to-maturity investment methods
Why take this course?
Course Overview: Embark on a comprehensive journey through the dynamic world of capital markets, designed for professionals across Front, Middle, and Back Office roles. This course begins by distinguishing between retail traders and investment banking traders, setting the stage for a deeper understanding of the global market where operators worldwide work in harmony.
Global Market Insight: Discover how the global nature of capital markets ensures that financial operations are consistent and interconnected, regardless of geographical boundaries. This course emphasizes the importance of mastering financial products to enhance communication and efficiency between the Front, Middle, and Back Offices.
Key Roles and Functions:
- Trading Floor Players: Gain insights into the pivotal roles of the salesperson, trader, and structurer. Understand how these key players drive market activities and create value.
- Support Functions: Learn about the indispensable roles of the Middle Office and Back Office. These support functions are crucial for controlling and settling transactions, ensuring the smooth operation of banking activities.
Why This Course? By the end of this course, you will have a holistic understanding of capital markets, equipped with the knowledge to facilitate seamless communication and collaboration across different office roles. Whether you’re on the trading floor or in a support function, this course will empower you to excel in the essential functions of banking.
Join us to master the intricacies of capital markets and become a vital link in the global financial chain!