Certified Investment Banking Operations Professional

Master core investment banking operations skills with industry experts through our Certified Investment Banking Operations Professional program — and kickstart your high-paying finance career. Enroll now to take control of your future.

90% Placement Success

12 Months

★★★★★ 4.8 (1,360+ Ratings) | 2,030+ Learners

12 Months

Program Duration

Online Live

Learning Format

100% Assurance

Placement Assistance

Join the Most In-Demand PG in Certified Investment Banking Operations Professional

Master the critical skills required in the world of investment banking operations—from trade life cycle management and securities settlement to risk and regulatory compliance—through expert-led training and real-world simulations. This program is tailored for fresh graduates and working professionals aiming to build high-growth careers in investment banking, global markets, and financial operations.

Gain hands-on experience with financial instruments, trade processing systems, compliance protocols, and back-office operations. Prepare for high-demand roles such as Investment Banking Operations Analyst, Trade Support Associate, Reconciliation Specialist, KYC/AML Analyst, and Regulatory Reporting Executive—with dedicated placement support and career guidance to launch your career with confidence.

Course Curriculum

Comprehensive Course Curriculum

Our industry-aligned curriculum is designed by experts to help you master the most in-demand Certified Investment Banking Operations Professional skills and prepare you for a successful career.

Introduction to Investment Banking

This module lays the groundwork by helping you understand the structure of global financial markets and the functions of investment banks. You’ll learn how different departments operate — including the front, middle, and back office — and gain clarity on how banks facilitate complex financial transactions across borders.

What you'll learn:

Structure and roles in investment banking.
Key financial instruments and services.
Global market infrastructure and trade flow.

Global Financial Markets

Understand global capital flows through international equity and debt markets, and learn why these movements are critical to financial stability. Read More

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Front, Middle, Back Office

Learn how front, middle, and back-office teams function collaboratively to ensure seamless trade execution and transaction processing. Read More

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Types of IB Services

Explore investment banking services such as advisory, underwriting, asset management, and market-making for financial institutions worldwide. Read More

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Key Financial Instruments

Gain knowledge of key financial instruments including equities, bonds, derivatives, and structured products used across global markets. Read More

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Market Infrastructure

Understand market infrastructure through stock exchanges, depositories, and clearing houses that enable smooth trade settlements. Read More

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Trade Life Cycle & Financial Products

This module covers the complete life of a trade — from initiation to final settlement. You’ll explore how financial products are handled in real-time environments, what systems are involved, and how operational teams ensure accuracy, compliance, and execution across different markets.

What you'll learn:

Complete trade flow from booking to settlement.
Operational handling of equities and derivatives.
Trade matching, confirmation, and error resolution.

Trade Capture Process

Learn the trade capture process by booking and validating transactions accurately for error-free financial reporting. Read More

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Matching & Confirmation

Understand trade matching and confirmation to ensure buyer and seller transactions are reconciled without discrepancies. Read More

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Settlement Mechanics

Discover settlement mechanics and how securities and cash are securely exchanged between parties during trades. Read More

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Equity & Derivative Products

Gain operational insights into equity and derivative products to understand high-volume instruments in daily trading. Read More

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Trade Fail Management

Learn trade fail management and how errors are tracked, resolved, and reported in global markets. Read More

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Clearing, Settlement & Custody

In this module, you’ll deep dive into how trades are cleared through centralized systems, how assets are held securely, and how post-trade processes work behind the scenes. You’ll also explore how custodians and depositories facilitate asset servicing.

What you'll learn:

How clearinghouses and custodians operate.
Post-trade processes and asset servicing.
Reconciliation and fail trade management.

Clearing Systems Workflow

Learn how the value of money changes over time through concepts like time value, discounting, and compounding. Apply these principles to evaluate investment opportunities and financial decision-making.Read More

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Custody Services

Understand how businesses manage capital investments, working capital, and day-to-day liquidity. Gain insights into treasury operations and strategies for maintaining financial stability.Read More

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Trade Reconciliation

Practice identifying and resolving breaks in trade flows across multiple systems and counterparties. Develop the ability to detect errors quickly and minimize operational and settlement risks.Read More

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Depositories & Registrars

Learn how depositories such as CDSL, NSDL, and Euroclear operate to safeguard securities. Understand their role in facilitating efficient custody, settlement, and record-keeping for global investors.Read More

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Fail Trade Resolution

Gain practical skills to manage failed or mismatched trades across asset classes. Explore resolution mechanisms that reduce risk exposure and ensure smooth completion of transactions.Read More

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Risk, Compliance & Regulations

This module prepares you to work within global regulatory frameworks. You’ll learn how firms manage operational and financial risks and ensure all KYC/AML guidelines are followed to avoid penalties and fraud.

What you'll learn:

KYC/AML guidelines and onboarding protocols.
Risk control tools and compliance reporting.
Global regulatory frameworks (SEBI, MiFID II, FATCA).

KYC/AML Compliance

Learn the principles of client onboarding, KYC, and continuous monitoring rules. Understand how financial institutions ensure compliance with global standards to prevent fraud and money laundering.Read More

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Risk Management Tools

Understand how firms identify, measure, and control market risk and credit risk. Gain insights into the frameworks and tools used to safeguard financial stability.Read More

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Regulatory Frameworks

Get familiar with key global regulatory frameworks such as SEBI, MiFID II, FATCA, and others. Learn how these regulations shape investment banking operations and cross-border compliance.Read More

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Audit & Reporting

Learn about transaction-level compliance documentation, ncluding reporting standards and audit requirements. Understand how accurate documentation ensures transparency and regulatory alignment.Read More

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Global Compliance Trends

Explore real-world cases of regulatory breaches, fines, and reforms. Analyze lessons learned from past incidents and how they drive stronger compliance frameworks today.Read More

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Corporate Actions & Reference Data

You’ll learn how events like dividends, splits, and mergers affect security prices and portfolios. This module also trains you in managing security master files, reference codes, and instrument-level metadata.

What you'll learn:

Impact of corporate actions on portfolios.
Managing instrument data and market updates.
SWIFT standards and corporate event processing.

Dividends & Mergers

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Security Master Data

Understand how firms identify, measure, and control market risk and credit risk. Gain insights into the frameworks and tools used to safeguard financial stability.Read More

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Static vs Dynamic Data

Get familiar with key global regulatory frameworks such as SEBI, MiFID II, FATCA, and others. Learn how these regulations shape investment banking operations and cross-border compliance.Read More

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Corporate Action Processing

Learn about transaction-level compliance documentation, including reporting standards and audit requirements. Understand how accurate documentation ensures transparency and regulatory alignment.Read More

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SWIFT Messaging Standards

Explore real-world cases of regulatory breaches, fines, and reforms. Analyze lessons learned from past incidents and how they drive stronger compliance frameworks today.Read More

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Career Skills & Industry Tools

This final module equips you with the practical skills to stand out in the job market. From building reconciliations in Excel to simulating SWIFT messages and writing a professional resume — you’ll be prepared for job interviews and workplace expectations.

What you'll learn:

Excel, SWIFT, and Bloomberg for IB operations.
Trade simulations and hands-on tools training.
Resume building, LinkedIn branding, and interview prep.

Advanced Excel Skills

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SWIFT & Bloomberg

Understand how firms identify, measure, and control market risk and credit risk. Gain insights into the frameworks and tools used to safeguard financial stability. Read More

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Trade Simulation Labs

Get familiar with key global regulatory frameworks such as SEBI, MiFID II, FATCA, and others. Learn how these regulations shape investment banking operations and cross-border compliance. Read More

Opportunities it opens

Resume & LinkedIn Branding

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Mock Interviews

Explore real-world cases of regulatory breaches, fines, and reforms. Analyze lessons learned from past incidents and how they drive stronger compliance frameworks today. Read More

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