🎓 Eligibility: B.Com / BBA / MBA / M.Com / CA Inter / CMA Inter · Freshers & Experienced Welcome
Investment Banking
Front & Middle Office
Certification Program
Step into the core of investment banking operations — trade support, risk & exposure monitoring, portfolio operations, and client reporting — with real-time training aligned to global financial institution requirements.
45
Days Programme
FO+MO
Combined Coverage
100%
Placement Assistance
Live
Trade Support Training
About
Your Gateway Into IB Front & Middle Office
This certification programme is designed for candidates who want to build a career in investment banking's front and middle office functions. It provides real-time exposure to trade support workflows, risk & exposure management, portfolio monitoring, and client reporting — delivering the industry-relevant skills demanded by global investment banks and capital market companies.
Highlights
Course Highlights
45-Day Structured Schedule
Flexible batch timings based on majority preference — balanced for freshers and career switchers alike.
Trade Support & Trade Life Cycle
Full coverage of trade support activities — from pre-trade through execution, confirmation, and post-trade processing.
Risk & Exposure Management
Practical introduction to risk monitoring — market risk, counterparty exposure, and limit management in middle office.
Client Reporting Process
How investment banking client reports are generated, reviewed, and distributed — content, formats, and timelines.
Advanced Excel for Operations
Pivot tables, XLOOKUP, and reporting templates — the Excel proficiency expected in middle office analyst roles.
Completion Certificate
Post-course certificate to strengthen your profile when applying for front and middle office roles globally.
Curriculum
Details of the Programme
Introduction to Investment Banking
The investment banking ecosystem — revenue models, client types, product lines, and how front and middle office fit within the bank.
Front Office & Middle Office Functions
Roles, responsibilities, and daily workflows in FO (sales, trading, research) and MO (trade support, risk, reporting).
Trade Life Cycle Process
End-to-end trade flow — order management, execution, affirmation, clearing, and settlement from FO and MO perspectives.
Trade Support Activities
Trade booking, amendment, cancellation, and query resolution — the day-to-day workflow of a trade support analyst.
Risk & Exposure Management Basics
Market risk, credit risk, and counterparty exposure monitoring — how middle office teams measure and report risk to senior management.
Portfolio Monitoring
Portfolio-level P&L tracking, position monitoring, and reconciliation of portfolio data against system records.
Capital Market Instruments
Equities, fixed income, derivatives, and structured products — how each is handled from FO initiation to MO oversight.
Cash & Position Monitoring
Real-time cash and security position monitoring responsibilities in middle office — intraday and end-of-day controls.
Client Reporting Process
Investment banking client reporting — report types, production process, accuracy controls, and distribution workflows.
Corporate Actions Overview
How corporate actions (dividends, splits, mergers) are processed and communicated across FO and MO teams.
Advanced Excel — Pivot Tables, XLOOKUP & Reporting
Building live operational reports and trade monitoring sheets — hands-on Excel training for front and middle office workflows.
Placement Assistance
Resume building, mock interviews, and placement guidance targeting front office, middle office, and trade support roles.
Who Can Join
Eligibility
- B.Com Graduates
- BBA Graduates
- MBA (Finance) Students & Graduates
- M.Com Graduates
- CA Inter Candidates
- CMA Inter Candidates
Career Opportunities
Roles You Can Target
Enquire & Enroll
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