🎓 Open to All Graduates & Finance Students · Completion Certificate Awarded · Placement Assistance Included
IB Operations
Certification
Bootcamp
The complete investment banking operations training programme — covering every domain from trade lifecycle and settlements through to derivatives, corporate actions, KYC/AML, banking technology, and interview preparation. One bootcamp. Industry-ready knowledge. A certificate that counts.
About
What This Bootcamp Covers
This bootcamp is a complete training programme designed to provide comprehensive operational knowledge and practical skills required for investment banking operations careers. Participants gain exposure to all major operational domains — trade lifecycle, settlements, reconciliations, derivatives operations, corporate actions, KYC/AML, operational risk, banking systems and technology, regulatory reporting, process improvement, and career preparation — in a structured, intensive format that builds genuine industry readiness. Participants who complete the bootcamp receive a PIB completion certificate and access to placement assistance, making this the fastest and most comprehensive path to an investment banking operations career.
Curriculum
Bootcamp Modules
Trade Lifecycle Management
End-to-end trade processing — execution, trade capture, confirmation, affirmation, clearing, settlement instruction generation, CSD submission, and regulatory reporting. Every stage explained with real-world scenarios and common interview questions.
Settlements & Reconciliations
Settlement workflows (DvP, FoP, T+1/T+2), SSI management, fail handling and CSDR penalties, cash and position reconciliation, nostro/vostro concepts, break investigation methodology, and daily BAU reconciliation routines.
Derivatives Operations
Futures, options, IRS, CDS, and OTC derivative lifecycle — ISDA/CSA documentation, confirmation via Markitwire/DTCC, initial and variation margin (SPAN, SIMM), collateral management, EMIR/Dodd-Frank reporting, and operational risk in derivatives processing.
Corporate Actions Processing
All major CA event types — dividends, splits, rights issues, mergers, tender offers — mandatory vs voluntary workflows, SWIFT MT56x messaging, entitlement calculation, election processing, client notification, and post-event reconciliation.
KYC and AML Basics
Client onboarding workflow, CDD and EDD requirements, AML transaction monitoring (Actimize, Oracle FCCM), sanctions screening (OFAC, UN, HMT), risk classification, SAR filing with FIU-India/FinCEN, and FATF/PMLA/RBI regulatory framework.
Operational Controls & Risk
Three lines of defence, RCSA framework, Basel operational risk event categories, incident management (Archer, MetricStream), KRI design and monitoring, BCP/DR, audit support, and regulatory expectations under Basel III/IV and RBI guidelines.
Banking Systems & Technology
Trade processing platforms (Murex, Calypso, Fidessa), SWIFT MT messaging and ISO 20022 migration, settlement infrastructure (Euroclear, Clearstream, CDSL, NSDL), reconciliation systems (SmartStream TLM, Duco), RPA (UiPath, Blue Prism), and digital transformation trends.
Reporting & Compliance
Trade reporting (MiFID II RTS 22, EMIR, CCIL), financial reporting (Basel III COREP, LCR, NSFR, IFRS 9), data validation and pre-submission controls, compliance monitoring KPIs, escalation management, and regulatory reporting timelines.
Process Improvement Concepts
Data quality management (DQAF), process mapping (SIPOC, swim-lane), root cause analysis (5 Whys, Fishbone), Lean/Six Sigma DMAIC applied to banking operations, KPI design (STP rate, break ageing, error rate), and operational governance frameworks.
Career & Interview Preparation
Banking operations career roadmap (Analyst → VP), certifications (NISM, CFA, FRM, CISI), resume and LinkedIn optimisation, 50+ real interview questions with model answers, STAR framework for competency questions, scenario-based practice, and live mock interview sessions.
Outcomes
Skills Developed
- End-to-end operational understanding — every major domain from trade capture to post-trade reporting and controls
- Industry-ready practical knowledge — real systems, real workflows, real terminology used by global banks every day
- Banking process awareness — how each operational function connects to and depends on the others
- Risk and compliance understanding — operational risk, KYC/AML, regulatory reporting, and control frameworks
- Professional career preparation — resume, interview readiness, and placement support to convert training into employment
Completion certificate awarded to all participants. Placement assistance provided. Contact us to discuss batch dates, fees, and group enrolment options for colleges.
Career Opportunities
Roles You Can Target
Enrol in the Bootcamp
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