Business Analyst Project Workshop Jan 2025

About the Course

This workshop intends to transition Business Analyst from "bookish knowledge" to "hands-on experience", making them adept in requirement analysis, user story creation, and acceptance criteria definition though 5 Project case studies

KYC Platform

Business and Functional Requirements for KYC Platform
User Stories and Acceptance Criteria definition for KYC Platform

Corporate Action Platform

Requirements Corporate Action Response System for Asset Managers
User Stories for Alerts/ Notification of corporate action events

Securities Reference Data Platform

Requirements for integrating New Data sources to Reference Data system

Portfolio Compliance System & Portfolio Rebalancing System

Defining Business Rules for Portfolio compliance and Portfolio Rebalancing system

Collateral Management Platform

Requirements for Collateral Management Dashboard
AI automation POC for Collateral Agreement setup

Meet Your Instructor

Ajit has 20+ years of experience working in the Capital Markets Business Operations, IT services and consulting. As a Partner and Practice Head of Wipro Asset & Wealth Management Practice he led a team of 250+ securities and capital markets business analysts and domain consultants. During his tenure at Wipro Ajit has worked on 50+ technology and functional consulting engagements with Custody Banks, Asset Management Firms, Brokerages, and Investment Banks across US and Europe. Ajit holds an Engineering degree with MBA in Finance.

Ajit Nair

Ex Practice Head, Wipro

Course curriculum

1. Role of Reference Data Business Analyst
  FREE PREVIEW
2. Introduction - Reference Data & Market Data Domain
3. Introduction - Securities Reference data system
4. Securities (Instrument) Reference data
5. Non Securities Reference data
6. Reference data system - Data feed processing Project
7. Functional Architecture - Reference data system
8. Live Class Recording
9. Reference Data Questions
10. Ref data PPTX
1. Class recording
2. KYC Platform
3. PPT used for discussion
4. Class Recording
1. Live Class Recording
2. Live Class
3. Introduction
4. What are Corporate Action Events
5. Corporate Action event announcement
6. Corporate Action event types
7. Why companies announce corporate action events?
8. Corporate Action event processing
9. Key dates in corporate action event processing
10. Risk in corporate action event processing
11. Recap
12. Corporate action events and terminology pdf
13. Corporate Action Quiz
1. Investment Policy Statement
2. Portfolio management system
3. Pre Trade Compliance
4. Trade Compliance engine
5. Live class - Portfolio Compliance System
6. Live Class
1. Live Class Recording - Collateral Management Dashboard Project
2. Live Class Recording
3. Introduction to Collateral Management
4. Collateral Management Terminology
5. Collateral Management Process
6. Collateral Management in Motion - Example
7. Uncleared Margin Rules
8. Quiz - Collateral Management

About this course

$199.00
44 lessons
13.5 hours of video content