Capital Markets Demystified for IT Professionals - July Cohort

Interested in this course? Email us at [email protected]

About the Course

  • Curriculum - This course provides you the knowledge you need about securities operations and life cycle of a trade. We will explain investment management process, trading, post trade processes and securities servicing. We go beyond the basics and deep dive into the "why" and "how" of each business process, supported by real-world examples. We explore the business applications that underpin these processes, including their functional features, architecture, and data. Check out the full curriculum by clicking the Enroll button.
  • We will discuss transformation opportunities, equipping you with the knowledge to engage in meaningful discussions with business and industry professionals. 
  • Content Delivery and Live Workshops - We have adopted the renowned Harvard case study model for conducting the workshops. Each Monday, we release a pre-recorded lecture ranging from 60 to 90 minutes, which you can watch at your convenience. These lectures are designed to stimulate questions and critical thinking. Then in our interactive workshops, we address all your queries and provide insights from field or real-time projects to enrich your learning experience.

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. Primary & Secondary Markets

    2. Buy Side V/s Sell Side Firms

    3. Market Participants - Issuers

    4. Market Participants - Investment Banks

    5. Market Participants- Broker Dealers

    6. Market Participants - Investors

    7. Securities Market Ecosystem - Trading Venues

    8. Securities Market Ecosystem - Clearing House, Depository and Custodian

    9. Securities Data Providers

    10. Regulators

    11. Recording of Class 1

    12. Session 1 Slides

    1. Overview of Investment Instruments

      FREE PREVIEW

    2. Class recordings

    3. Session 2 Slides

    4. Fixed Income - Bonds

    5. Fixed Income - MBS & ABS

    6. Cash & Money Market Instruments

    7. Exchange Traded Derivatives - Futures & Options

    8. Collective Investment - Mutual Funds, ETFs and REITS

    9. Alternative Investment Asset Class

    1. Securities Reference data

    2. Reference data system

    3. Class Recording

    4. Securities data management deck

    5. Market Data

    6. Investment Research Data

    7. Investment Analytics Data

    8. Indices & Benchmarks

    9. Alternative Data in Securities Industry

    1. Class Recording

    2. Investment Management Deck

    3. Portfolio Compliance

    4. Trading – Order Management & Trade Execution

    5. Trade Oder - Order types, quotes

    1. Class Video

    2. Slides

    3. Trade Enrichment

    4. Trade Verification

    5. Trade Reporting

    6. Trade Confirmation, Affirmation & Allocation

    7. Trade Matching

    8. Forecasting (Securities & Cash)

    9. Trade Settlement and Failed Trade management

    10. Safe Custody

    11. Overview of Securities Trade Processing Applications

    12. Industry Utlities in Post Trade processing

    13. Slides

    1. Class Video

    2. Class Deck - Risk

    3. Credit Risk

    4. Market Risk

    5. Liquidity Risk

    6. Operational Risk

    7. Product Control

    8. Collateral Management

    9. Risk Systems

    10. Collateral Management system

About this course

  • $249.00
  • 87 lessons
  • 26 hours of video content