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 with a 100% job guarantee or your money back. Enroll now to take control of your futur
Program Duration
4 Months
Learning Format
Online Live
Placement Assistance
100% Guaranteed
Trusted By Leading Companies
No Content
Join the Most In-Demand Certified Investment Banking Operations Professional Program
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 100% Job Guarantee 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.
Industry-Relevant Curriculum
Comprehensive curriculum covering Python, Machine Learning, Deep Learning, NLP, and Big Data technologies.
Job Guarantee
Get placed in a data science role within 6 months of graduation or receive a full refund of your program fee.
Live Online Classes
Learn from top industry experts through interactive live sessions with real-time doubt resolution.
1:1 Mentorship
Personalized guidance from industry mentors to help you navigate your learning journey effectively.
Career Support
Resume building, interview preparation, and exclusive access to job opportunities with top companies.
Capstone Projects
Work on real-world projects to build a strong portfolio that showcases your data science expertise.
Comprehensive Course Curriculum
Our industry-aligned curriculum is designed by experts to help you master the most in-demand Banking & Finance 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.
Course Content
Global Financial Markets:
Understand how capital flows in international equity and debt markets.
Front, Middle, Back Office
Learn how each team contributes to the trade and transaction process.
Types of IB Services
Explore advisory, underwriting, asset management, and market making.
Key Financial Instruments
Gain a primer on equities, bonds, derivatives, and structured products.
Market Infrastructure
Learn about stock exchanges, depositories, and clearing houses.
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.
Course Content
Trade Capture Process
Learn how trades are booked, validated, and confirmed.
Matching & Confirmation
Understand how buyer and seller trades are reconciled.
Settlement Mechanics
Discover how securities and cash are exchanged securely.
Equity & Derivative Products
Get operational insight into these high-volume products.
Trade Fail Management
Learn how errors are tracked, resolved, and reported.
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.
Course Content
Clearing Systems Workflow
Learn how money’s value changes over time and apply it to investment decisions.
Custody Services
Understand how businesses manage capital investments and day-to-day liquidity.
Trade Reconciliation
Practice how to identify breaks in trade flows.
Depositories & Registrars
Learn how CDSL, NSDL, and Euroclear operate.
Fail Trade Resolution
Gain skills to manage failed or mismatched trades.
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).
Course Content
KYC/AML Compliance
Learn client onboarding and monitoring rules.
Risk Management Tools
Understand how firms control market and credit risk.
Regulatory Frameworks
Get familiar with SEBI, MiFID II, FATCA, etc.
Audit & Reporting
Learn about transaction-level compliance documentation.
Global Compliance Trends
Explore real cases of regulatory breaches and reforms.
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.
Course Content
Dividends & Mergers
Understand operational impact of income and structural events.
Security Master Data
Learn the setup and maintenance of instruments.
Static vs Dynamic Data
Handle reference info and real-time changes.
Corporate Action Processing
Monitor, capture, and respond to event announcements.
SWIFT Messaging Standards
Learn formats and flows used globally for corporate actions.
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.
Course Content
Advanced Excel Skills
Use formulas, VLOOKUPs, and pivot tables for IB ops.
SWIFT & Bloomberg
Understand how trade instructions are sent and received.
Trade Simulation Labs
Practice trade processing in sandbox environments.
Resume & LinkedIn Branding
Craft a strong personal brand for IB/KPO roles.
Mock Interviews
Prepare for behavioral and technical questions with expert feedback.
💼 Your Investment Banking Operations Journey
Start Here
Program Orientation & Basics of Investment Banking
Global Markets
Capital Markets, Financial Instruments, IB Structure
Trade Life Cycle
Trade Capture, Matching, Settlement & Fail Management
Clearing & Custody
Clearing Systems, Custodians, Depositories & Reconciliation
Risk & Compliance
KYC/AML, Global Regulations (SEBI, MiFID II, FATCA)
Corporate Actions
Dividends, Mergers, Security Master, SWIFT Messages
Tools & Tech
Excel, Bloomberg, Trade Simulations & SWIFT Practices
Career Launch
Capstone Project, Resume Building & Mock Interviews
💼 Your Investment Banking Journey
📘 Orientation & Introduction
Program overview, investment banking operations landscape, and career path
🏛 Investment Banking Overview
Roles, structure, products, and functions of investment banks
🔁 Trade Life Cycle
Front, middle, and back office processes for equity, debt, and derivatives
💳 Settlement & Clearing
Clearinghouses, custodians, settlement cycles (T+1, T+2), and reconciliation
🧾 Regulations & Compliance
SEBI, FATCA, MiFID, Dodd-Frank, KYC/AML in investment operations
📊 Corporate Actions & Asset Servicing
Dividends, splits, rights issues, mergers, and mandatory/voluntary events
🛠 Capstone Project
Simulated trade processing and reconciliation case based on real-world scenarios
🧠 Soft Skills & Resume Building
Business communication, LinkedIn optimization, and role-specific resume prep
🚀 Career Support
Mock interviews, hiring manager sessions, and placement opportunities
What role does a Certified Investment Banking Operations Professional play?
Trade Support Analyst
Support front-office traders by resolving trade discrepancies and confirming deals.
Settlements Associate
Ensure timely and accurate settlement of securities and derivatives trades.
Middle Office Executive
Coordinate between front and back office teams to ensure smooth trade lifecycle processing.
KYC/AML Specialist
Perform due diligence and monitor transactions to comply with regulatory requirements.
Reconciliation Analyst
Reconcile trading and cash accounts to ensure consistency across systems.
Client Onboarding Analyst
Manage account opening, documentation, and compliance for new clients.
Investment Banking Back Office Executive
Process and manage administrative tasks supporting investment banking operations.
Regulatory Reporting Analyst
Prepare and submit trade and transaction reports in line with global regulations like EMIR, MiFID, etc.
Clearing & Settlement Specialist
Coordinate with clearing houses and custodians to ensure proper clearing of trades.
Master 25+ Essential Skills to Become a Job-Ready Investment Banking Operations Professional
Work Hands-On With the Most Powerful Tools in Investment Banking Operations
Trade Lifecycle
Reconciliation
Securities
SWIFT Messaging
Client Onboarding
Settlements
Nostro/Vostro
Regulatory Reports
CRM Systems
Trade Reporting
Ref Data Mgmt
Excel Tools
Email Etiquette
Apply Skills in Real-World Industry Projects
M&A Deal Analysis – Reliance–Future Group
Conduct a comprehensive deal study, including valuation, synergy estimation, and deal structure breakdown.
Tools Used: Excel, PowerPoint, Financial Databases Skills: M&A Analysis, Synergy Valuation, Deal Structuring Sector: Retail, ConglomeratesIPO Valuation Model – Zomato, Nykaa
Create a full IPO valuation report using DCF, comparables, and issue pricing techniques for Indian tech IPOs.
Tools Used: Excel, Python, Financial Reports Skills: IPO Valuation, DCF, Comparable Company Analysis Sector: Tech, Internet StartupsDCF Valuation – HDFC Bank
Build a dynamic Discounted Cash Flow model for HDFC Bank using revenue forecasting and cost of capital.
Tools Used: Excel, Python (Pandas, NumPy) Skills: Financial Modeling, Forecasting, DCF Valuation Sector: BFSIPitchbook Creation – Tech Startup Fundraising
Develop a professional investor pitchbook for a high-growth tech startup aiming for Series A funding.
Tools Used: PowerPoint, Market Research Tools Skills: Equity Storytelling, Fundraising Strategy, Industry Research Sector: Technology, Venture CapitalReal Estate Investment Memo
Prepare an investment memorandum evaluating a real estate portfolio using yield, NPV, and IRR.
Tools Used: Excel, Word Skills: Real Estate Valuation, IRR, Investment Memo Writing Sector: Real EstateRisk Analysis – S&P 500 Portfolio Simulation
Perform risk and return analysis using Monte Carlo simulations and portfolio theory on U.S. market assets.
Tools Used: Python (NumPy, Matplotlib), Excel Skills: Portfolio Theory, Monte Carlo Simulation, Risk Analysis Sector: Asset ManagementComparable Company Analysis – EdTech Sector
Conduct a valuation using trading comps for publicly listed EdTech companies and prepare a valuation summary.
Tools Used: Excel, Screener, Market Data Platforms Skills: Comps Valuation, Ratio Analysis, Industry Benchmarking Sector: EdTechLeveraged Buyout (LBO) Modeling – FMCG Acquisition Case
Create an LBO model including debt structure, IRR, and exit scenario planning for a hypothetical FMCG buyout.
Tools Used: Excel, Debt Schedules Skills: LBO Modeling, IRR Calculation, Deal Structuring Sector: FMCG, Private EquityOur Hiring Partners
Career Services to Get You Hired
Dedicated career support to transform your skills into a successful data science career.
🎓 Earn Your Industry-Endorsed PG Certification
Hear from Our Alumni
Real stories of career growth through our Certified Investment Banking Operations Professional program.
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FAQs: Certified Investment Banking Operations Professional
Q. Who should enroll in this program?
Graduates, commerce students, and early professionals aspiring for roles in operations, settlements, middle office, or compliance in global banks.
Q. What does the program cover?
Q. How long is the program duration?
Q. Do I need a background in finance?
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