Investment Banking and Finance Operations
Elite Course

Backed by

Meet the Data Leaders Who Will Shape Your Learning

Sharat Konatham

CBO

Gadavilli Babji

Associate Manager -Talent Acquisition

Why Join this Program?

10x industry exposure

Weekly live sessions and simulations that mirror actual investment banking workflows — not just textbook theory.

10+ Hiring Sprints

Exclusive placement drives focused on roles in trade support, settlements, compliance, and asset management.

Mentorship by Professionals

Get guided by experienced professionals from financial services firms through interactive, mentor-led sessions.

Operate Like the Industry Does

Learn by executing investment banking, trade lifecycle, NAV calculations, reconciliation, and regulatory checks.

Hiring Sprints

Hiring Sprints are recruitment drives that are run exclusively for OdinSchool learners by hiring companies

Hear directly from Hiring Managers and Business Heads
Get insights into job roles, key projects, and growth opportunities
Understand the recruitment process in detail
Ask questions and clarify your doubts
Boost your confidence and perform your best in interviews

Sai Kumar

Associate Analyst

Shreya Vig

Financial Analyst

Sonia Kaur

Financial Analyst

M Mahesh

Associate Analyst

Course Highlights

Step into India’s only Investment Banking and Finance Operations course backed by leading companies.

Learn what recruiters value

Master real-world financial workflows, tools, and processes.

Attend live, instructor-led classes

Stay engaged through interactive sessions.

Clear your doubts instantly

Join live doubt-resolution sessions with mentors.

Get mentored by domain experts

Stay focused with structured career guidance.

Build a standout professional profile

Craft resumes and LinkedIn pages aligned to ops roles.

Practice with mock interviews

Build confidence for real IB and fintech interviews.

Access OdinSchool’s job portal

Apply to roles matched with your career path.

Work on operational case projects

Learn by doing with trade, KYC, and compliance simulations.

Careers You'll Be Ready For

Program Curriculum

Overview of Financial Markets and Investment Banking

Structure and Components of the Financial System
Financial Market Intermediaries and Their Roles
Macroeconomic Factors Impacting the Economy
Investment Banking: Concept, Scope, Terms and and Instruments

Basics of Accounting

Fundamentals of Finance and Accounting
Interpreting Financial Statements
Introduction to Excel for Financial Applications
Advanced Excel Skills for Finance

Fundamentals Cash Equities and Capital Strategies

Equity & Preference Share
Depository Receipts, Primary & Secondary Market
Issuance/Trading, IPO Process
Stock Exchanges & Financial Centre’s of the World

Derivatives Market - Forward, Future and Options

Derivatives, Forwards Contracts, Futures Contract
Futures price determination, Margins, Settlement, Payoffs
Options, Types of Options, Trade Economics of Options
Option Premiums, Pricing, Styles of Exercising Options

Derivatives – Swaps

Swaps - Types, Interest Rate Swap, Terminologies, IRS application – Hedging, Speculation
Types Equity Swap, Terminology associated with EQS, EQS application – Hedging, Speculation
FX Swap – Terminologies, Examples of Hedging and Speculation in FX Swaps
Credit Default Swap, Settlements, Credit Events, Types, Terminologies

Fundamentals of Investment Banking Operations

Client Onboarding Processes
AML and KYC Process
Simulation-Based Learning Activity
Interactive In-Class Activity

Transaction Monitoring

KYC and AML Policies & Process , SEBI regulations For IB
Monitoring Financial Transactions for Compliance
Monitoring Financial Transactions for Compliance
Case Study Analysis and Discussion

Collateral Management and Stock Borrow Lending (SBL)

Collateral Management Overview ,Collateral Types, Role of Collateral Management Team
ISDA Framework, Securities Lending and Borrowing
Market participants of SBL, Sorts of securities traded in SBL
Triplicate SBL, Benefits and disadvantages of trading in SBL

Settlements Management, Reconciliation & Corporate Actions

Trade Life Cycle, Fair Trade Management Buy-in and Sell-out
Introduction to reconciliation - Process & Steps
Corporate Action - Purpose, Types, Important Dates
Processing of Corporate Action (Life Cycle)

Asset Management Overview

Introduction To Asset Management
Collect Investment Schemes (CIS) Overview
Mutual Funds- Type, Structure & Schemes
Alternative Investment - Types, Structure & Strategies

Hedge Funds & Wealth Management

Hedge Fund - Features, functions, structure & Regulatory Environment
Hedge Fund Investment Strategies
Hurdle Rate, Performance & Management Fee Calculation
Overview of Wealth Management - Products & Strategies

Investment Management Operations

EU Regulations
AML Regulations
Introduction to Introduction to Accounting concepts using PPT
NAV - LC, Fund Accounting Entries & Calculation

The curriculum includes both Mini Capstone and Capstone projects, providing students with practical application of their learning.

10+ Hands-on Projects

Insider Trading & Market Surveillance

Simulate how banks detect suspicious trading activity and raise compliance alerts.

Clearing & Settlement Breakdown

Resolve a simulated settlement failure and apply recovery protocols used in global markets.

Corporate Actions Management

Handle events like mergers and dividends while ensuring accurate communication and reconciliation.

Career Services Designed for Success

Get ready for your dream job! Attend comprehensive industry readiness training with Career Services.

Profile Building

Optimize your resume and LinkedIn profiles to maximize your chances of landing amazing opportunities.

Behavioral Skills

Get ready to become a great cultural fit at your workplace. Learn workplace skills from experts.

Interview Preparation

Get a grip on those pre-interview nerves. Test and practice your skills with mock interview sessions.

Industry Interaction

Engage in multiple interactions and case study discussions with industry professionals.

Placement Support

Get exclusive access to OdinSchool’s placement portal and placement support.

Job drives

Attend exclusive job drives to connect with hiring companies and secure career opportunities.