🎓 Open to All Graduates & Finance Students · FREE First Workshop for Every College · Individual Students Also Welcome
Technology in
Investment Banking
Operations
Modern investment banking operations run on a complex stack of platforms, messaging systems, and automation tools. This workshop maps out every layer — from trade capture and SWIFT messaging to reconciliation systems, reporting platforms, and the digital transformation reshaping banking operations today.
About
What This Workshop Covers
This workshop introduces the technology platforms, systems, and infrastructure that power modern investment banking operations. Participants learn how banking operations depend on automation, data management, and transaction processing systems — and gain familiarity with the specific platforms and tools they will encounter in back office, middle office, and operations technology roles. From SWIFT messaging and trade capture systems like Murex and Calypso, to reconciliation platforms, regulatory reporting engines, and RPA automation, this workshop gives candidates the system awareness that hiring managers look for but rarely find in freshers.
Topics
Fundamentals Covered
Banking Technology Overview
The technology stack of a global investment bank — front office execution platforms, middle office risk systems, back office processing, and the data infrastructure connecting them all.
Trade Processing Systems
Murex MX.3, Calypso, Fidessa, and Bloomberg TOMS — how these platforms capture trades, manage positions, calculate risk, and generate settlement instructions end-to-end.
SWIFT Messaging Basics
SWIFT network architecture, BIC codes, key MT message types (MT103 payments, MT202 bank transfers, MT300 FX confirmations, MT540–543 securities settlement, MT940/950 statements), and ISO 20022 migration to MX messages.
Settlement Platforms
CSD/ICSD infrastructure — Euroclear Bank, Clearstream Luxembourg, CDSL and NSDL for Indian securities — how settlement instructions are submitted, matched, and settled in each system.
Reconciliation Systems
Dedicated recon platforms — SmartStream TLM, Intellimatch, Duco, and AutoRek — automated matching logic, exception queues, break ageing, and how they integrate with core banking and custody systems.
Data Management Tools
Reference data management — Bloomberg, Reuters Eikon, and internal static data systems — how accurate security master data, counterparty data, and SSI data underpin every operational workflow.
Workflow Automation Concepts
STP (Straight Through Processing) principles, exception-based processing, RPA deployment in operations (UiPath, Blue Prism, Automation Anywhere), and the impact of automation on back office headcount and accuracy.
Reporting Systems
Regulatory reporting engines (Axiom SL, Vermeg Lombard Risk), management information systems, data warehouses, and how reporting systems aggregate data from multiple source systems into submission-ready reports.
Cybersecurity Awareness
Cyber threats specific to banking operations — SWIFT fraud (Bangladesh Bank heist case study), phishing, insider threats, access controls, and the cybersecurity hygiene every operations professional must practise.
Banking Digital Transformation
Cloud adoption in banking (AWS, Azure, GCP), AI and ML in exception management and fraud detection, DLT/blockchain in trade settlement (JPMorgan Onyx, DTCC Project Ion), and API-led open banking architectures.
Outcomes
Skills Developed
- Understanding of banking systems — what each platform does and where it sits in the operations workflow
- Technology and operations integration — how systems connect to move trades, cash, and data end-to-end
- Workflow automation awareness — STP principles, RPA deployment, and exception-based processing models
- Digital banking process understanding — cloud, AI, blockchain, and API developments reshaping operations
- Operational efficiency knowledge — how technology reduces manual effort, error rates, and processing time
First workshop is FREE for every college. Individual students are also welcome to register and attend at no cost for the first session.
Career Opportunities
Roles You Can Target
Book a Workshop
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