Certified Investment Banking Operations Professional
Investment banking is a special segment of banking operation that helps individuals or organisations raise capital and provide financial consultancy services to them. They act as intermediaries between security issuers and investors and help new firms to go public. They either buy all the available shares at a price estimated by their experts and resell them to public or sell shares on behalf of the issuer and take commission on each share.
15+ Years
of Educational Excellence
Ranked #1
by Working Professional
24 Months
Program Duration
100% Campus
With Weekend class
Course Overview
Investment banking is among the most complex financial mechanisms in the world. They serve many different purposes and business entities. They provide various types of financial services, such as proprietary trading or trading securities for their own accounts, mergers and acquisitions advisory which involves helping organisations in M&As,; leveraged finance that involves lending money to firms to purchase assets and settle acquisitions, restructuring that involves improving structures of companies to make a business more efficient and help it make maximum profit, and new issues or IPOs, where these banks help new firms go public.
Syllabus
A future-proof syllabus meticulously designed by industry experts and educationalists, comprising videos, texts, industry projects, live sessions, and assignments, is a comprehensive learning plan that will help you develop the required skill set and knowledge to secure a job that assures career growth.
Syllabus
Best-in-cltass content by leading faculty and industry leaders in the form of videos, cases, and projects.
Overview of investment banking operations and its importance - Roles and responsibilities of professionals in this field
Understanding different types of financial markets (equities, fixed income, derivatives, etc.) - Familiarity with various financial instruments, such as stocks, bonds, options, and futures
Step-by-step processes involved in executing and settling trades - Clearing, settlement, and reconciliation procedures
Identification and management of operational, market, credit, and regulatory risks - Compliance with relevant laws, regulations, and industry best practices
Fundamentals of financial statements (balance sheets, income statements, cash flow statements) - Analysis of financial ratios and key performance indicators
Clearing and settlement processes specific to securities - Custody, safekeeping, and corporate actions
Overview of derivative products and their lifecycle - Margining, collateral management, and trade confirmation for derivatives
Utilization of technology and systems for trade processing and risk management - Understanding of order management systems, trade capture systems, and data analytics tools
Knowledge of regulatory frameworks (e.g., Basel III, Dodd-Frank) and their impact on operations - Compliance requirements related to anti-money laundering (AML) and know-your-customer (KYC)
Awareness of current trends, challenges, and opportunities in investment banking operations - Exploration of emerging technologies like blockchain, artificial intelligence, and machine learning
Effective communication and collaboration within a team - Time management, problem-solving, and decision-making skills
Application of concepts through real-world case studies - Simulation exercises to reinforce learning and encourage critical thinking
- Freshers,
- Engineers,
- Domain Experts,
- Software & IT Professionals,
- Marketing & Sales Professionals
- Anyone interested in learning Big Data HADOOP, willing to make a career in Big Data and to score better in certification exams.
- Working with HDFS
- Batch Processing using MapReduce
- Data Analysis using Pig
- Querying Big Data using Hive & HBase
- Real-time Data Processing with Spark
- Workflow Scheduling using Oozie
- U.G Degree with minimum 50% or equivalent passing marks
- No coding experience is required
- Hadoop Developer,
- Hadoop Architect,
- Hadoop Admin,
- Senior Hadoop Developer,
- MIS Reporting Executive
- Data Scientist &
- Big Data Analyst
Programming Tools & Languages Covered









About the Program
The program for an Investment Banking Operations Professional focuses on equipping individuals with the necessary skills and knowledge to excel in operational roles within the investment banking industry. It typically covers a comprehensive range of subjects related to investment banking operations, financial markets, risk management, compliance, and technology. The program aims to provide participants with a deep understanding of the trade lifecycle, settlement processes, and securities and derivatives operations. It explores the intricacies of financial instruments such as equities, fixed income securities, derivatives, and the associated clearing, settlement, and reconciliation procedures. Risk management and compliance are significant components of the program, offering insights into identifying and managing operational, market, credit, and regulatory risks. Participants learn about compliance requirements, including anti-money laundering (AML) and know-your-customer (KYC) protocols, and gain knowledge of regulations relevant to the investment banking industry. Financial statement analysis, along with an understanding of key financial ratios and performance indicators, helps participants assess the financial health of organizations, conduct due diligence, and make informed decisions. The program also delves into the importance of technology and systems in investment banking operations. Participants explore order management systems, trade capture systems, and data analytics tools used for trade processing and risk management. They gain insights into emerging technologies such as blockchain, artificial intelligence, and machine learning, and their potential applications in the field. Professional development and soft skills form an integral part of the program. Participants develop effective communication, teamwork, problem-solving, and time management skills necessary for collaborating within a dynamic and fast-paced investment banking environment. The program often incorporates case studies and practical exercises to provide real-world context and enhance practical application of the concepts learned. These simulations enable participants to experience the challenges and complexities faced in investment banking operations and develop critical thinking abilities. Overall, the program strives to create well-rounded investment banking operations professionals who are equipped with technical expertise, risk management skills, regulatory knowledge, and the ability to adapt to evolving industry trends and technological advancements.

Course Completion Certificate
Complete the Certified Investment Banking Operations Professional course successfully to receive this honorable course completed certificate from Pathpilots. This certificate, recognized by top organizations – MNCs, will be awarded to students who have scored at least 60% and above on the test and completed the assigned project work.
Syllabus
Best-in-cltass content by leading faculty and industry leaders in the form of videos, cases, and projects.
Team Members
Our Expert Instructors
Admission Process
Getting admitted to one of Pathpilots courses is a four-step, simple process. Let's take a walk-through:
Step 1
Fill out the application form by answering tour basic details.
Step 2
Selection Process
Attend a short test with questions about reasoning, aptitude, and the course basics.
Answer 10 Questions
If you score 50% and above, you are eligible to enroll for the course
If you score 50% and above, you are eligible to enroll for the course
You will receive a special 10 % discount on the total course fee if you answer nine questions correctly
Students who have scored the following marks in the below-mentioned competitive exams can join the course without attending the test. You are also eligible for a special Discount of 10% on the total course fee.
Exemption for students who have a GRE score of 300+, a GMAT score of 650+, a CAT score of 90+, and a GATE score of 500+
Step 3
Shortlisting – Reserving Seats
Pathpilots will shortlist students based on their profile and test scores. The selected candidates will receive admission letters and can block their seats by remitting an advance amount of INR……………….. (Amount to be decided by Client)
Step 4
Selection Process
Balance fee to be remitted within the next ten days or before the course commencing date.
Top Companies that Hire Our Students
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Personalised Industry Session
90-minute sessions over the weekend by leading industry experts
Career Mentorship Sessions
90-minute sessions over the weekend by leading industry experts
Course Fees
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Rs 15000
For Enterprises
- Examine Upskilling Requirements
- Develop Customized Training Plans
- Design Programs Aligning With The Goals
- Upgrade Workforce Through Quantifiable Measures
- Build Professional Culture
For Students - Learners
- Enhance Career Prospects
- Assure Employability
- Design Customized Career Plans
- Focus on Training & Skill Development
- Honor With Industry Recognized Certifications
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