Contact Us
×

Tag: Capital Market Courses

Trade Life Cycle – The Process of Buying And Selling!

Posted on by Imarticus Learning

What is trade?

Trade is the process of buying and selling any financial instrument.

The lifecycle of a trade is the fundamental activity of investment banks, hedge funds, pension funds, and many other financial companies. There is no better way to understand the workings of a financial institution than to follow the progress of a trade through all of its various stages and all the activities performed upon it. In the financial market, “trade” means to buy and/or sell securities/financial products. 

 

To explain it further, a trade is the conversion of an order placed on the exchange which results in pay-in and pay-out of funds and securities. The trade ends with the settlement of the order placed.

All the steps involved in a trade, from the point of order receipt and trade execution through to settlement of the trade, are commonly referred to as the ‘trade lifecycle’.

Trading has evolved from a humble apple grower wanting a stable price for his produce come harvest time, to a complex and exciting industry comprising a significant share of the global economy, and more recently, taking a hand in saving it. 

It is the fundamental activity of investment banks, hedge funds, pension funds, and many other financial companies. There is no better way to understand the workings of a financial institution than to follow the progress of a trade through all of its various stages and all the activities performed upon it.

Just like any other product, even trade has its life cycle involving several steps, as those with a career in Capital Markets know.

All the steps involved in a trade, from the point of pre-negotiations and trade execution through to settlement of the trade, are commonly referred to as the trade life cycle. The Trade life cycle consists of a series of logical stages and steps.

What are the Steps Involved in a Trade Life Cycle?

1. Sale

  • This is a process of client acquisition in which HNIs or Institutional clients are introduced to various investment products or vehicles.
  • These vehicles or products are available with an Investment Manager or Bank by whom the client’s investments are managed.
  • The investments are collectively called Mutual or Hedge funds.


2. Trade Initiation and Execution

  • This is the process of placing an order in the market.
  • Trade Initiation and Execution can be done both in Order and Quote-driven markets.
  • This depends on the choice of a marketplace and the external platform.
  • Once the order is placed and it gets matched, the trade is said to be executed.


3. Trade Capture

  • Trades are then booked internally in an FO system for it to flow down to the operating systems.
  • It is booked in a Risk Management System (RMS)


4. Trade Validation and Enrichment

The reference data team set up the static and dynamic details which help middle office teams to validate the trade, before releasing instructions into the market.


5. Trade Confirmation 

  • This is an extremely critical step for the trade settlement.
  • Trade details and SSIs are agreed with the counterparty at bachelor schreiben lassen least a day before the settlement date.
  • Confirmation via depositories like Euro clear/DTCC


6. Trade Settlement 

This is the process of simultaneous exchange of cash versus securities for a security trade or cash versus cash for a Derivatives trade.


7. Reconciliation 

Reconciliation involves matching ledgers against statements to ensure correct accounting of all trade books.

The beauty of Investment Banking Operations, as taught in any school of investment banking, is the trade life cycle and its mechanisms akademisches ghostwriting.  It has always fascinated me to think how innovative and creative a financial institution can work to get a job done.
Whilst working through the life cycle, one must keep in mind the reason for its existence, the end result and the factors that surround it.

Steps Involved in a Trade Life Cycle

Pointers to remember:

  • The reason the market and its participants trade securities and financial instruments hausarbeit schnell schreiben, the current drivers and trends in modern securities markets.
  • The methods the trades are executed, that any financial analyst course can teach you.
  • It is very important for an organization to identify, describe and create a clear picture of the events scheduled for a trade.
  • The operations team needs to be familiar with the key terms used in the fields of trade processing and its administration
  • Understand the interaction and dependability of each department through which the trade flows.
  • Understand the role of IT, identify the gaps which IT can resolve especially Straight Through Processing techniques
  • Most importantly, what can go wrong where and what are the risks involved in every step of the trade life cycle ghostwriter bachelorarbeit kosten, be it credit, market, liquidity or operational risk.

The main reasons for the failure of a trade life cycle could be due to controls not adhered to or failure by any department of any of the people involved in the trade life cycle.


If you are looking for a Capital Markets course, or want to explore an Investment Banking Career, get to know more about the trade lifecycle through focused training and this blog could be a good starting point ghostwriting preise.

To know more about this, you can also visit – Imarticus Learning  Also can contact us through the Live Chat Support system or can even visit one of our training centers based in – Mumbai, Thane, Pune, Chennai, Bangalore, Hyderabad, Delhi, and Gurgaon.

The ABCs Of Risk Management Training

Posted on by Imarticus Learning

The ABCs Of Risk Management Training

Do you want to be involved in your company’s risk management efforts? Would you like to help prevent or reduce the consequences of an accident, incident, or problem for your company and its customers? If so, then training is the way forward.

Risk Management: An Overview

Risk management is a process that helps organizations identify, assess, and control risks. It’s a systematic approach to identifying and analyzing risks and opportunities.

Risk management involves managing uncertainty by:

  • Identifying potential threats or hazards
  • Analyze the risk
  • Decide how you will respond to it if it comes to pass
  • Controlling risks through strategies such as reducing exposure, limiting harm, or avoiding the problem altogether (mitigating).

What is Risk Management Training?

e-learning training programs

Risk management training is a course that helps people understand and manage risks in their organization. It’s not just about having the latest technology or software; it’s also about understanding what risk management is and how it works so that you can make intelligent decisions about your business.

The ABC of Risk Management Training

Risk management training train employees in identifying, assessing, and managing risk. It is a process that helps organizations understand the potential impact of risk and how to manage it. Risk management training helps employees make better decisions about risk and helps them avoid risks.

 

  • The risk assessment process

 

The risk assessment process is the first step in the risk management process. It involves identifying risks, assessing their impact, and determining how to mitigate them. You can use it through a variety of methods, including:

  • Risk assessment – To decide whether or not a particular activity or situation is risky, you must first identify what constitutes “risk” or “dangerousness.” 
  • Risk mitigation – Once it’s determined that something presents an unacceptable threat to your organization’s assets/resources/people, it becomes necessary to implement measures.

 

  • Risk mapping

 

Risk mapping is the process of identifying, assessing, and prioritizing risks. The most important thing to remember about risk mapping is that it’s a continuous process. While you may have identified all your risks as part of your risk management plan, you should be revisiting those same risks on an ongoing basis. 

 

  • Enhancing your compliance program

 

Compliance programs are essential for the success of a business. Compliance programs help ensure that a company complies with laws and regulations, which helps avoid penalties and fines. Compliance programs also help companies to reduce risk by implementing measures that prevent issues from arising in the first place.

 

  • Residual risk analysis

 

The residual risk analysis identifies and evaluates risks that cannot be eliminated or mitigated. It’s essential to remember these unplanned events because they can cause severe damage to your business if they occur without proper preparation.

So there you have it! The ABCs of risk management training. 

Discover Financial Services and Capital Markets course with Imarticus Learning

Our IIM Lucknow executive program will teach students about investment banking, capital markets, risk management, and fintech. This demanding six-month program was created at IIM Lucknow by the top business school in the world. 

Course Benefits For Learners:

  • This financial management course allows students to network with peers and business professionals.
  • Students will comprehend crucial ideas like investment banking, capital markets, risk, and fintech.
  • The financial services management certification will teach students about financial services and capital markets.

 Visit our training centers in Mumbai, Thane, Pune, Chennai, Bengaluru, Delhi, Gurgaon, or Ahmedabad, or get in touch via the chat support system.

Related Articles 

https://imarticus.org/financial-industry-overview-capital-markets-and-financial-services/

https://imarticus.org/everything-youve-ever-wanted-to-know-about-iim-finance-courses/

Best executive program in investment management in 2022

Posted on by Imarticus Learning

Are you looking for the best executive program in investment management for your career? If so, you will want to consider the programs offered by the top institutes in this field.

This blog post will look at these programs and determine what makes them stand out. We will also discuss the benefits you can expect from pursuing an executive program in investment management. So, if you are willing to learn more about these programs, read on!

What is an executive program in investment management?

An executive program in investment management is a course of study for experienced professionals who want to develop their skills in this field. The curriculum typically covers portfolio management, financial analysis, and security analysis. Participants also learn how to assess risk and make sound investment decisions. Upon completion of the program, students should be able to apply their knowledge in various real-world scenarios.

The best executive program in investment management will give you the skills and knowledge to succeed in this field. The curriculum is by industry experts and covers a wide range of topics. You’ll also have the opportunity to network with professionals worldwide. 

How to choose the best executive program in investment management?

There are many different executive programs in investment management, but not all are created equal. How do you choose the best program for you?

The first step is to figure out what you want to get out of the program. Do you like to learn about specific investment strategies? Or do you want to focus on portfolio management and risk assessment?

Once you recognize what you want to learn, you can research different programs. Make sure to look at the curriculum and faculty list to get a sense of the program’s strengths.

Finally, don’t forget to consider your budget and location. 

Choosing the right executive program in investment management can be a daunting task, but if you take it step by step, you’ll be sure to find the perfect fit for you.

The benefits of pursuing an executive program in investment management

Here are the benefits of pursuing an executive program in investment management in 2022:

  • You will gain access to the latest industry insights and developments.
  • You will network with fellow professionals in the field.
  • You will learn from experienced faculty members.
  • You will develop the skills needed to lead and manage a successful investment team.
  • You will be able to apply what you learn in the classroom to real-world scenarios.

Discover IIM Calcutta investment banking Course with Imarticus Learning

The IIM Calcutta is one of the world’s top institutions for educating finance experts. IIM Calcutta investment banking and capital market certification will focus on the basics and more complex debt, equity, and investment banking principles.

Course Benefits For Learners:

Digital transformation in capital markets and finance

Posted on by Imarticus Learning

You will hardly find an industry sector that is not indulged in digitization. Digital transformation is the solution for the increasing needs of customers in the finance sector. Finance organizations are quickly moving towards digitization to cope with the current challenges. One can see several instances of digitization in the capital markets and finance.

Finance professionals are now looking for capital market courses that cover the latest technologies used in the industry. If you are looking to get into the fintech or investment banking industry, you should know about instances of digital transformation. Continue reading to know the scenario of digital transformation in capital markets and the finance sector.

Understanding capital markets

You must be aware of the money market where short-term debt and securities are exchanged. Unlike the money market, capital markets are concerned with the trading of long-term debt or securities. One can see companies, individuals, and governments investing in long-term securities offered by capital markets. There are several central organizations like SEBI and SEC, that oversee the capital markets. Many business organizations rely on capital markets for getting investment.

They raise capital for their business by exchanging shares and bonds with the investors. The finance sector is broad and one should know all its components. If you are planning to become a finance professional, you should be aware of the capital markets and how to trade within a capital market.

Digitization in capital markets

Capital market firms have to adopt digitization as it is the demand of customers at present. Digital has become an important aspect of customer lifestyle at present. Customers don’t want to visit a physical investment bank for investing in a capital market. Instead, they want to trade long-term securities via a few taps on their smartphone. One can find many mobile applications and digital platforms for trading in capital markets at present. As more and more customers are preferring digital channels, capital market firms are forced to undergo digital transformation.

To compete in this digital era, capital market firms are coming up with new services that can attract customers. You can find investment banks and other financial institutions looking to create reel-time and personalized digital services to win the trust of customers.

Besides the customer demands, the changing regulations have also forced capital market firms to undergo digitization. To comply with the regulations, capital market firms are using digital solutions. It is challenging to comply with complex regulations without the use of technology. The increase in competition has forced finance firms to adopt digital services and lure customers.

Digital transformation in the finance sector

If you go for financial services and capital markets course, you will get to know the extent of digitization. You must be aware of fintech services and how they disrupt traditional banking services. Many lending and insurance firms are also undergoing digital transformation to increase their market share.

Not to forget, you can now trade in short-term and long-term securities/debt within minutes from your couch. A financial services and capital markets course can help you understand more about digital transformation in the finance sector.

How to learn more about capital markets and the finance sector?

We at Imarticus Learning offer an Advanced Management Program in Financial Services & Capital Markets for young enthusiasts. The Advanced Management Program in Financial Services is endorsed by IIM Lucknow, which is one of the oldest institutes in India.

During the management program, you will get a chance to interact with peers at IIM Lucknow via the campus immersion. You will learn quickly about capital markets via the projects and simulations provided during the course. Start your management course with IIM Lucknow and Imarticus now!

What is all the Hype About Commodity Market Investments?

Posted on by Imarticus Learning

What is the commodity market?

Commodity investment is the buying and selling of different types of commodities like agricultural products and livestock (soft commodities), and metals and energy products (hard commodities). These products can be bought and sold in bulk.

The commodity market has been around for a very long time, the number of investors is still limited. However, this has changed over the past few years. This money market has become wildly popular and is often used by manufacturers and wholesale traders. Just like the stock market, there are several online platforms available that deal with investments in the commodity market.

How is the commodity market related to the stock market?  

The prices in the commodity market often fluctuate depending on the demand and supply of the product and services. If the supply is in abundance, the price goes down, if the supply is less and demand is more, the price automatically increases.

The commodity market and the financial market have a negative correlation. For example, the rising prices in oil and gas have often been linked to lower prices in the stock market and high prices in the stock market would mean that oil prices have decreased. Similarly, during high inflation, the prices of commodities remain high and when inflation is lower, stocks and bonds tend to perform better.

Non-fuel commodity prices were 38% higher in April 2021 than the same month in 2020. That is the highest rate of growth since 1970. This shows that the world has entered into the mode of “supercycle” where there are going to be a lot of economic changes globally and commodities are going to increase.

Why should you consider investing in the commodity market?

The commodity market is considered a safe investment. Also, this money market holds great value under the economy of the country as well as those who make a living out of it. Here’s why you should consider investing in the commodity market –

  •       Better quality – The market is very strict about the quality of the commodity during the trade. This benefits the buyer and the seller.

  •       Price discovery – The market guarantees transparent ways to identify the original prices of the commodities. This ensures that the commodities are not sold at cheaper rates to middlemen.

  •       Risk management – The sellers of the commodities have various tools like futures and options for risk management and to deal with their losses.

  •       Safety – Trading in commodities can be considered a great way to diversify their portfolios. Investing in commodities can safeguard their capital if the stock market falls.

  •       Margin trading – There is always a leveraged margin when trading in commodities. Large transactions can be done with a little amount of cash in hand.

 Stock markets give speedy returns while the commodity market is gradual. There are high returns possible in the latter as well but the investor should have an expert insight. One cannot predict the prices in this market that changes rapidly.

An individual must be well-versed with the economy of the country as well as international trade before they choose to invest in the commodity market because although it is safe, there may be some risks involved. To understand how to manage those risks, there are risk management courses available online, which will guide you thoroughly. 

How a Financial Planning and Analysis Course can Help you Become a Financial Planning Lead

Posted on by Imarticus Learning

Finance courses have been a top favorite for students wanting a stable career for a long time. That is true for both in and out of India. However, with the progress of the field, a lot of new courses have been introduced to the masses over the years, such as Financial Technology, Blockchain Technology, New Age Banking, Financial Modelling course, Financial Planning, and Analysis courses.

The financial planning and analysis course has gained popularity among students in a short time. This is why a lot of institutes in India offer a financial analyst course. Imarticus Learnings as always has come through with a compact Financial Analysis prodegree with job interviews offers. If you want a chance to boost up your career, then go ahead and check it out.   

financial anlayst courseHere, we are going to talk about what financial planning and analysis courses entail, how they can help you to become a financial planning lead, and the all-around advantages a financial planning and analysis course can have over your career.

What Does a Financial Planning Course Entail?

A financial planning course basically teaches students the skillset needed to chalk out any financial situations successfully relating to today’s economic scenario. Here, we are going to discuss the objectives of a financial planning course:

  • To prepare students for real-world economic scenarios with proper case studies
  • To nurture the analytical and strategic skills needed for a financial planning career
  • To train them accordingly so that they can meet the needs of the demanding industry

How Does it Help you Become a Financial Planning Lead?

The job of financial planners basically involves chalking out the financial goals of companies or individuals and guiding them into achieving them. They are hired by financial planning firms and are one of the most in-demand as well as highest-paying jobs nowadays.

As a financial planning and analysis course provides the necessary training needed for a career in any sort of financial services, it obviously automatically increases your chance of becoming a financial planning lead. 

All-around Advantages in Your Career of a Financial Planning and Analysis Course

There are numerous advantages of a financial planning course in your career. Here are a few of them:

  • There are a lot of career options for you to choose from such as broker/dealer, investment advisor, wealth management officer, customer services, and asset management.
  • You can utilize your financial planning course in your start-up as well. It will save a lot of money to use your own skills as a financial planner instead of hiring one.
  • It is one of the most in-demand courses right now, so a stable career is guaranteed.
  • It is also one of the highest-paying jobs nowadays.

Conclusion

Just like all other corporate sectors, the finance one being possibly the most important has progressed quite dramatically in the last few years. And, to progress it even further, more and more financial planners are needed.

This is why it is the golden time to get enrolled in a financial planning and analysis course and secure your future. Imarticus Learnings is providing you with a golden opportunity to boost your career with its financial analysis course that is sure to put you leagues beyond your peers.

Common Capital Market Instruments That Are Profitable in 2021

Posted on by Imarticus Learning

Capital markets are used by individuals and businesses to trade securities and debt. Unlike the money market, a capital market deals in buying and selling long-term debt. Investment bankers have deep knowledge about the capital market to help their clients in raising capital. Several capital market entities can be traded for generating capital.

Businesses hire expert investment bankers for knowing the best capital market instrument to invest in. If the right capital market entities are traded at the right time, it can generate revenue for long-term business goals. Read on to know the top capital market instruments that are profitable in 2021.

Equities 

Equity refers to the portion of ownership that is to be traded. Selling equities to someone makes them a shareholder of the organization. An equity holder may not receive regular payments from the organization but can still generate income by selling the stocks.

When the share of an organization goes high, shareholders can exit the company by selling their stocks. Shareholders will also earn a commission from the profits made by the organization. In 2021, you can give ownership of a company to several shareholders to generate capital.

Bonds

Bonds are a type of debt securities that are issued by the government, companies, and municipalities. The bond issuer collects debt for a fixed period from investors and shareholders. Once the fixed period ends, the bond issuer has to repay the principal amount. Bonds can help companies in collecting quick revenue as investors prefer to give debt for a fixed period.

 Debentures

Debentures are also a type of debt securities that do not include any collateral. The trade of debentures is done based on mutual trust as there is no collateral. Investors that are buying debentures from an issuing company also act as creditors of the company.

Derivatives 

capital market courses in IndiaUnderlying assets are used to find the value of financial instruments. Such instruments are called derivatives. The underlying asset that is used to calculate the value of derivatives can be bonds, stocks, or currency.

There are four types of derivatives that are forward, future, options, and interest rate swap. To know more about the four types of derivatives, you can go for capital market courses in India.

Exchange-traded funds 

Many investors come together to create a pool of financial resources. Those resources are then used to buy capital market entities like shares, bonds, and derivatives. Exchange-traded funds are traded in the stock market and have features of both shares and mutual funds. Investors who have limited knowledge about the capital market can benefit from exchange-traded funds.

 Foreign exchange entities 

 You can trade several capital market entities that are represented on a foreign market. Currency agreements and derivates are the common types of foreign exchange entities used by companies in 2021.

How to learn more about the capital market? 

You can go for banking and finance online courses that follow an industry-oriented approach. Imarticus Learning is a well-known EdTech platform that can provide new-age investment banking courses.

The Certified Investment Banking Operations Professional course provided by Imarticus will cover many concepts of the capital market. It will offer tech-enabled learning to keep track of your course.

The investment banking course comes with a placement assurance and, you can kickstart your career in the industry. At the end of the online course, you will receive a certification from the London Stock Exchange which is globally recognized.

trade life cycleConclusion 

Businesses need capital market experts to generate revenue for long-term business objectives. With an online course, you can learn about the trade life cycle in the capital market and can earn a lucrative job offer. Start learning more about capital market instruments today!

Understanding Mutual Funds: Are They Safe?

Posted on by Imarticus Learning

What is a Mutual Fund

There are different assets and holdings to invest with higher and lower risks in the financial market. A mutual fund works as a company that pools money collected within a diverse set of investors. This money is invested in a varied set of securities, or financial products, such as bonds. The whole set of holdings is known as a portfolio. The management of the funds is carried out by money managers who find the right allocation, optimizing and monitoring the capital gains for the investors.

This limits the decision power of its investors. Indeed, holders do not have voting rights. As a matter of fact, the ownership of the fund is represented by the shares. The gains and losses will then be distributed proportionally among the shareholders. Mutual funds are attractive to conservative risk profiles, as they are affordable, diversified, and allows the investors to easily redeem any fees.

Types of Mutual Funds 

Depending on the nature of the securities included in each fund, the mutual funds can be categorized into different types.

Some of the most common funds are denominated money market funds. This type of fund has a lower risk and is made through short-term instruments. The safety of the fund responds to the type of investment, which is made only through safe assets.

As aforementioned, the risk profiles respond to different types of mutual funds. To more aggressive risk profiles, bond funds address the investment through bonds. Stock funds, conversely, allocate the investment using corporate stocks of a diverse nature (regular dividends stocks, non-regular ones, index funds, or specialized sector funds of a specific industry). Finally, target-date funds manage the investment with a varied set of financial assets, shifting the mix periodically.

Risks Management

Any type of investment has an inherent risk associated with it, which varies according to the sector and types of assets used to invest. The nature of the mutual funds makes them very suitable for risk-averse profiles. Mutual funds reduce the risk through three axes: volatility, concentration, and inflation control procedures. For the former item, a systematic investment plan (small investments in short time intervals), such as those applied in a mutual fund, reduces the risks derived from the market variability.

Following with the next one, i.e. concentration, the famous financial advice gives us a clear hint on the strategy used: “One should not put all the eggs in the same basket”. As mutual funds are defined mostly as a vehicle of investment in varied sectors using different assets, the impact on diversified portfolios allows investors to foresee and prevent dramatic loss. Lastly, the funds also have advantages in terms of taxation, such as tax savings and a paying free-tax scheme for the returns.

Why Should You Partner with Imarticus to Learn About Financial Assets?

In partnership with LSED Academy, we offer a holistic, practical program to certify professionals in Investment Banking Operations. In a more competitive and complex financial work market, we offer a complete 180-hour program to not only get a deep understanding of complex financial assets and products but also to enhance the possibilities to get salary hikes and career development.

The 360-degree program alternates from the comprehension of complicated financial products trade life cycles, risk management courses, and market regulation modules, focusing also on the development of soft skills.

Conclusion

Being able to understand and manage investments using innovative financial assets is a crucial skill to work within the financial market. You can become a part of the Imarticus working force, participate in the investment sector and improve your salary. Get a certification online in banking operations with Imarticus. Join today!

Emerging Worldwide Market Trends and Events with in-depth Financial Analysis in Investment Banking Operations!

Posted on by Imarticus Learning

Financial analytics is an operational function of financial services and financial markets that uses various mathematical, statistical, economic, and financial models to forecast the financial position of individuals and corporations.

Financial analytics professionals provide clients with financial forecasts for multiple purposes, such as investment banking operations. For those wondering “why investment banking,” this blog explores the latest global trends in Investment Banking Operations, making the field apt to explore opportunities.

The global investment banking market is segmented:

  • By Type: Financial Sponsor/Syndicated Loans, Mergers & Acquisitions Advisory, Debt Capital Markets Underwriting, Equity Capital Markets Underwriting
  • By Enterprise Size: Small, Medium and Large Enterprises
  • By End-Use Industry: Financial Services, Retail & Wholesale, Information Technology, Manufacturing, Healthcare, Construction, Others

Emerging global market trends in Investment Banking Operations:

High-frequency trading

Research indicates that the global high-frequency trading market will nail a bullish growth from 2020-2026. HFT platforms use complex algorithms, analyze needs, and spot emerging trends in a fraction of a second. The investment firms implementing HFT can expect high favorable returns on trades, giving a more systematic approach to active trading.

Virtual IPOs

Lockdowns accelerated the demand for remote connections & transactions. The pandemic has forced companies to opt for virtual IPO. Automation of the process during pandemic decreased the time to 50 percent.

Digital technologies

The COVID-19 pandemic pressed for digital transformation, i.e., consolidation & automation of mid-and back-offices. Some digital technologies redefined recently include:

  • Robotic Process Automation (RPA) for budgeted operations
  • Mobile payment methods
  • Cyber hygiene
  • Use of AI & smart technologies
  • Investments in the hybrid cloud from popular service providers
  • Confidential computing for data & communication privacy
  • Automation of data distribution with big data analytics & real-time reporting
  • Monitoring & tracking compliance & regulations
  • Increased security with blockchain technology

Scope of Career in Investment banking with the shifting trends

With the advancement of investment banking with recent financial analysis trends, job redesign is the next step. Organizations ensure that they build a talent pipeline that understands regulations, new technologies, risks, and new changes. Since this job profile demands face-to-face client servicing, the nature of jobs is also changing.

IB professionals need to upskill & augment their understanding of technology. It is crucial to keep yourself updated in the domain through recent investment banking certifications and primary courses in trending technologies and explore financial, technical, & interpersonal skills to stay above the mark.

Grow and Explore with Imarticus Learning:

The Certified Investment Banking Operations Professional course fully equips you with the skill-sets required to begin a career in investment banking operations, treasury & clearing services.

Upon completing the CIBOP course and related assignments, students receive an industry-recognized, internationally accredited Certificate of Excellence. Additionally, they can also take up the CISI certification (CISI IOC) exam.

Apart from access to the placement portal, all available leads & references from networks, students also get up to five assured interviews with leading firms in the banking & finance sector with the Imarticus Learning placement assurance program.

best investment banking courses with placement in India

The CIBOP program stands out in expertise with relevance to the investment banking industry.

It is a valuable pathway to gain industry-relevant domain knowledge and get placed in a leading global bank.

Contact us through the Live Chat Support system or visit training centers in Mumbai, Thane, Pune, Chennai, Bengaluru, Hyderabad, Delhi, and Gurgaon.

How to Join the Investment Banking Operations Industry without a Finance Degree?

Posted on by Imarticus Learning

In the investment banking operation industry, in most cases, employers seek candidates with a finance degree. But, is it possible to make your way into the industry if you don’t have one? While without a doubt, the task is an uphill one for you to secure a job in investment banking if you don’t possess a finance degree; there are still ways you can get in.

A finance degree will make a candidate skillful in areas, like financial modeling and analysis; however, these are not all the qualities employers seek in a candidate. They want something more too.

The Skills Investment Banks Look for:

●     Communication

Communication is the key in most professions. Your ability to communicate the facts and present your ideas in a proper manner towards your client, team, or management often plays a vital role in job interviews.

●     Intelligence

Investment banking is not an easy industry. To succeed, you must have a higher level of intelligence and resourcefulness.

●     Global outlook

The way you look at finance and its impact within the bigger picture of international relationships and history and international politics plays a major role as an investment banker.

●     Innovation

As an employer, banks not only check if you can solve the problem but also the way you think and if you deliver the most optimum solution in the hard paced environment. Being innovative while solving problems will give you an edge in investment banking.

●     Passion and Resilience

A real passion for business and finance along with the ability to deal with high-stress and demanding environments can make you successful in the investment banking industry.

Now the bigger question is – how to achieve the skills desired in investment banking when you don’t have a finance degree. Below few points could be your guide:

●     Round off your degree

MBA in Investment BankingYou can always make your resume stronger even without a finance graduate degree by taking banking courses after graduation. You may opt for an investment banker course.

A relevant course will help you catch up with your competitors and also will make your resume suitable for investment banking employers.

●     Expand your knowledge base

There are plenty of materials available online or offline. It’s important to learn the finance lingo besides your finance knowledge. Various finance journals and websites are there at your disposal to learn the finance language.

●     Complete industry course

A relevant industry course under your belt not only makes you job-ready but also showcases your commitment to building a career in finance.

●     Score an internship

Many banks hire from their interns. Getting a paid internship for a non-finance student is very difficult; however, there are other options like an unpaid internship or volunteer work with a broker. Considering the impact of internships to get a full-time job in investment banking, alternate ways are not a bad choice either.

●     Look for mentorship

If you know someone who is influential or a successful finance professional, who believes in your professional capabilities, then don’t hesitate to approach for help. This could be a great help in your job search to jumpstart your career.

●     Networking

If you want to step in without a finance degree you have to build a large network. Do not leave any opportunities to connect HR departments in various platforms, do not restrict yourself to a specific location, and reach everyone for help. In short, do everything you can to step into a finance organization. Be patient, work hard and better opportunities will come your way.

Conclusion:

Though it is difficult for a non-finance degree holder to secure a job in investment banking, relevant banking courses after graduation or an investment banker course can give you the edge you are looking for. With enough hard work and networking, you can join investment banking without a finance degree.

Related Article:

What is the best way to start a career in Investment Banking?