Certification in Investment Banking Courses | School of Investment Banking in India

CERTIFIED INVESTMENT BANKING OPERATIONS PROFESSIONAL

Ideal for Careers in Investment Banking Operations and Global Financial Markets

Assured Placements with Guaranteed Interview Opportunities

Thoroughly prepares you for the CISI IOC Certification Exam

Flexible Weekday/Weekend Program for Freshers/Experienced

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Classroom Training

Online Instructor-Led Training

Online Self Paced Videos

About The Program

Imarticus offers the internationally-accredited Certified Investment Banking Operations Professional (CIBOP) program, designed for careers in the Capital Market Operations division within an Investment Bank. This 180-hour program, with placement assistance, provides you an in-depth understanding of complex financial products and their Trade Lifecycles, along with Operational Risk and Regulations.

Investment Banking Courses in India: Imarticus
Why CIBOP?
Why CIBOP?
Why CIBOP?
Comprehensive Coverage

CIBOP provides comprehensive coverage of complex Securities and Derivative products, the Trade Lifecycle and various functions within Investment Banking such as the Middle Office, Core Operations, Risk Management and Custody Services in US, Europe, APAC markets.

Operations and domain training is augmented with a personal development program, ensuring that you are groomed for entry into the corporate world. CIBOP has an industry relevant curriculum, supplemented with hands-on learning, trading simulations and case studies. Aside from classroom learning our state of the art online portal centralizes learning with 24/7 access to learning material, study aids and tests.

Experiential Learning
International Certification Placement

You will receive the industry endorsed CIBOP certification and the optional CISI certified IOC (Investment Operations Certificate). The Imarticus Learning Career Services and Placements team provides you guidance and assistance throughout the program, giving you the best career opportunities in leading international firms.

CIBOP is delivered as a mix of Self-Paced Videos and Live Classes using a Flipped Classroom Learning Model. The 180 hour program constitutes 150 hours of classroom training and 30 Hours of Self-Paced videos to cater to your preferences while ensuring maximum learning efficacy.

Delivery Modes
Careers in Investment Banking Operations
Careers in IB Operations
Careers in IB Operations

IB Operations is a critical function in every Investment Bank spanning across product lines and integral to all complex trades and transactions. The IBO division implements and delivers new products as well as provides analytical and processing services that are timely, transparent and integrated.

The IB Operations division broadly comprises of the following functions:

CIBOP Certification: Imarticus

Global Securities
  • Post Trading and Financing Operations across Institutional and Wholesale Clients
  • Create Structured Products to cater to investment needs of Buy Side Firms
  • Liaise with counterparties, regulators and other financial intermediates to ensure seamless end-to-end Post-trade Execution

OTC and Listed Derivatives
  • Support complex products across Equities, Fixed Income, FX, Credit and Rates
  • Conduct Post-trade Analytics
  • Mitigate risk through risk management tools and techniques

Liquidity and Collateral
  • Facililte daily funding requirements and manage firm’s liquidity
  • Manage Counterparty Risk
  • Ensure collateral is adequate and marked-to-market

Risk and Control
  • Comply and oversee critical regulatory requirements of various jurisdictions such as MiFiD, EMIR, FATCA and more
  • Mitigate Operational Risk through appropriate control mechanisms
Curriculum
Curriculum
Curriculum

The CIBOP program at Imarticus will fully equip each student with the knowledge and the skill set to begin a career in Investment Banking Operations, Treasury & Clearing Services.

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LEVEL-I
Introduction to Investment Banking
Product Training – I
Product Training – II
Participants in IB
Trends in IB
CISI Investment Operations Certificate
LEVEL-II
Refresher on Products
Data Integrity
Middle Office
Core Operations
Ops Securities
CISI Investment Operations Certificate
LEVEL-III
Risk Management & Simulations
Soft Skills Development
CISI Investment Operations Certificate
Career Path
Career Path
Career Path

Career Path

Domain Expertise

A career in Investment Banking Operations develops detailed knowledge of Financial products. As you work with high-value trades, you will get an in-depth understanding of how global financial markets operate, along with exposure to new products, sales, trading and risk.

Leadership &
Execution Skills

You will be part of a cutting-edge work environment encompassing complex processes, high-end technology, dynamic markets and products. You will support and execute multi-million dollar trades working with global teams.

Global Mobility &
Exposure

Mobility opportunites in Operations are enormous as you work with your onshore clients. Moving across asset classes, functions, and geographies gives you a wide exposure to various career opportunities in leading global banks.

Fast Track
Career

An Investment Banking Operations career hones your analytical prowess, critical thinking, and client relationship skills. The development of these critical skill sets puts you on the fast track to various leadership roles within the firm.

Admissions
Admissions
Admissions
CIBOP is ideal for:
csas-freshgrads
Recent Graduates and Post Graduates

In any discipline

csas-seekers
Job Seekers and Career Changes in the Finance domain
csas-lateral
Lateral Movements
csas-experienced
Experienced Professionals

Looking to enhance their CV and knowledge

(*) – No charge if done physically at the center

Admission Process:

Imarticus follows a rolling admission process comprising an initial assessment followed by a personal interview.

There are two ways to enroll :

Physical Enrollment

Walk into our Imarticus centers to receive a personal counseling session, which will be followed by an assessment and an interview.

Online Enrollment

Click below to fill in the online assessment form. You start the process by paying the assessment fees of Rs.300*. Upon payment please call us to receive your assessment link. After clearing the online assessment, you will be invited to interview with us either physically or via telephone.

Upon clearing the assessment and the personal interview, you can register and enroll in the next CIBOP program.

Typical Day
Typical Day
Typical Day
I get ready to start my day at one of the top 10 Investment Banks in the world. Because I work in Operations, it is imperative for me to highlight key risks immediately and ensure resolution of my queries, especially in the present financial crisis or during stock market boom time. I need to make certain my phone call does not lose millions of dollars due to my negligence.
11:00 AM
My day begins with the launch of 12 applications ranging from different risk management systems, reconciliation platforms, excel sheets, query management tools, Bloomberg terminals and my Outlook inbox on my system.
11:30 PM
I check if my London office has resolved and booked my EuroStoxx 50 trades. I, then, check if my trader or my London office teams have responded to my discrepancies raised yesterday. This needs to happen before the London trading hours begin.
12:00 PM
I reconcile new derivatives and securities positions between front office and the settlement systems; this will help reduce any risk that may lead to settlement failure or risk financial loss.
Operations exposes you to the entire life cycle of a trade starting with initiation right up to execution, settlement and reconciliation.
1:30 PM
I break for lunch with my team colleagues. We chat about global markets, escalations or new team activities coming up at the end of the week.
Global Operations provides you with an in-depth understanding of products in Equity and Fixed Income including cash products like stocks and derivative products like interest rate swaps.
2:00 PM
After lunch, I reconcile the books of many complex trading desks ranging from flow desks to structured exotic desks. I review daily reports and escalator if there are any issues on data integrity to technology and senior management teams. This may have severe implications with the regulators so I implement best risk mitigation procedures and ensure books and records are accurate.
4:00 PM
All through the day, I use my product and process skills to communicate with external clients, local and global management teams, traders, other asset class teams, regulator and my support functions like technology for various operational aspects to resolve operational issues.
6:00 PM
I have a 1:1 session with the HR Manager to obtain general feedback on my required Soft Skills training.
Operations gives you an opportunity to work across a variety of divisions and functions helping you dissect the workings of the whole firm and its functions.
6:30 PM
I work on strategic projects to implement key processes for new derivative product launches across Hong Kong and other Asia pacific market. Along with that, I submit a detailed analysis of the products and its key processes and give specific requirements to my technology partners. This will enable the business to have a strategic footprint across Asian markets for it specialist products.
7:30 PM
I work on strategic projects to implement key processes. I submit key metrics with analysis and be part of the daily management call which provides a detailed view of aged items, snapshots of potential risks and pending action items from various stakeholders teams. I update my weekly and monthly presentation on my teams key performance indicators for clients and management.
Working and interacting with the best talent across the world gives you global exposure and enhances your network. It is a good launch pad for a number of career choices.
8:30 PM
All my potential risks exposures got mitigated in time. I got good feedback on my performance from management, HR teams and global partners. A drop home after a long day is an added perk to a day well challenged.

Learn to execute multi-million dollar transactions in Global Capital Markets

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Placement Statistics

76%

Total

Placed

73%
5%
25%
65%
5%
<2 Yrs
Work Experience
Others
MBA Finance
Graduates
CA

76% Total Placed

5% CA

65% Graduates

25% MBA Finance

5% Others

73% Work Experience

Areas Placed

Banking Operations

Treasury

Financial & Investment

Regulatory Reporting

IB
Operations

Securities & Derivatives

Corporate Banking

Custody

Finance & Product Control

Forex

IB Operations

Custody

Corporate Banking

Forex

Treasury

Finance & Product Control

Regulatory Reporting

Financial & Investment

Banking Operations

Securities & Derivatives

Testimonial

  • Varsha Jain Barclays

    Transformation, a new you is what you’ll achieve at Imarticus.

    Here is an institute par excellence, has an incredible programme; an excellent set of experienced, extremely knowledgeable and openly interactive faculty and an even better course structure. Right from the admissions process to the certification, it was an completely positive experience By the time the course got over I was well versed with almost every aspect of IBs one needs to know and the depths it operates in along with the practical aspects of the sector.”
  • Tanya Ecaterina Nair GOLDMAN SACHS

    Imarticus has definitely helped me achieve what I wanted to.

    Investment Banking is a tough sector to receive a breakthrough in, and I’m glad I came through Imarticus. The technical and soft skill trainings are top class.”

Faculty

  • harish

    Harish

    CIBOP Faculty

    Expertise: Global Market Operations

    Harish is an advanced CISI certified trainer with over 18+ years of extensive experience in Investment Banking Operations and Training & Development. He has set up Training Academies for JP Morgan, Nomura and Stockholding Corporation as well as being the Lead Trainer for the BFSI Content Development of NIS Sparta. Managing 300+ FTE’s in Investment Research and IB Operations has given him an in-depth domain understanding of Capital Markets.
  • harish

    Dharmesh Doshi

    Dharmesh has 14 years of work experience in managing high value projects & products in Financial Market domain. Along with such a vast experience, Dharmesh has designed, developed and implemented trading solutions for various financial institutions. Dharmesh currently leads Imarticus’ trainings on Equity, Derivatives, Fixed income securities, Money Market, Foreign Exchange, and their Trade Life Cycle. Dharmesh is also certified in Advanced Derivatives from CISI. He has completed his education from Sikkim Manipal University of Health, Medical and Technological Sciences.
  • harish

    Abhinit Kumar

    Abhinit has over 9 years of work experience in Investment Banking Operations across renowned firms like Goldman Sachs and Barclays. He also possesses extensive knowledge of ISDA and CSA documents related to OTC derivatives. He currently manages the trainings on Equity, Bonds, Fixed Income Securities, Core Operations and FX with excellent functional knowledge in confirmations, settlements & collateral management at Imarticus. Abhinit holds a degree in Engineering as well as a Capital Markets certification from Indian Institute of Management, Bangalore.
  • harish

    Manish Kumar

    Apart from being a young certified trainer, he is also an internationally certified facilitator from the CSIA. Manish has the experience of managing the training in colleges and top financial services companies in the area of business communication, campus to connect programs & team building. He has also contributed to the global L&D team with Arya Progen Technologies. Due to his kinesthetic approach of interactive training, Manish specializes in oral communication and behavioral training. He currently leads Imarticus’ trainings on Business Communication & Behavioral training.
  • harish

    Lourdes Miranda

    Lourdes has over 6 years of experience in Investment Banking – Operations at JP Morgan Chase and SS&C GlobeOp. Her skills also include Treasury and Money Markets, Credit Risk Management and Hedge Funds. Lourdes is backed with a keen understanding of Trade Life Cycle desk, Reference Data Management, Risk Management (MO), KYC, AML and Investor Services as well as Online Banking Operations. She handles Imarticus’ trainings on Middle & Back Office Operations. Lourdes has an Executive MBA from ITM, Kharghar and holds a Post Graduate Diploma in Business Management from NMIMS.
  • harish

    Olga D’souza

    Olga has over 5 years in Trade Management with specialization in Investment Banking Operations. She began her career as a campus recruit with Goldman Sachs for the Trade Management department where she attained knowledge of processes like confirmations, settlements, fails management and portfolio control analysis. Having worked for renowned companies like Goldman Sachs, Morgan Stanley, Olga currently leads Imarticus’ trainings on Capital Market Operations. Olga holds an MBA in Human Resources Management/Personnel Administration from the University of Aberdeen.

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Imarticus is pleased to be associated with Olaf, who is the author of the book “The Operations Professional’s Handbook” for CIBOP.
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Learning Materials – Learn about Money Markets, its purpose, segments, participants and its advantages/disadvantages.

Gain an insight into the CIBOP course as Harish Thakkar talks you through the curriculum.

Money Laundering: Money laundering is generally carried out in three phases, namely placement, layering, and integration.

Webinar – Foreign Exchange Market: Dive into the largest market in the world and understand its features, the lure for FX trading, OTC markets, types of currencies and trades.


Understand how complex derivative products drive market volatility

Industry Overview

The Imarticus Finance Industry wheel© details the entire gamut of roles in Investment Banking & Capital Markets right down to specific functions. Use the wheel to identify your areas of interest by clicking on the wheel and expanding the specific areas.

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