🎉 Early Bird Offer! Save up to ₹5,000 for a Limited Time. Enroll Now & Elevate Your Career! 🚀
Google ReviewsGoogle Reviews
4.6/5 | 1,539 Reviews

Investment Banking & Finance Ops Program

Upgraded for 2026 Industry Requirements | Ideal for Frshers & Working professionals

  • University Recognised Certificate Course
  • Internship program
  • Job prep support

A Certified Member of

HYSEASHRM
student image

Upcoming Cohort

31 Jan 2026

Kickstart or transition into Investment Banking

Kickstart or transition into Investment Banking

Understand IB & Finance Ops Processes and Get job-ready

Understand IB & Finance Ops Processes and Get job-ready

Designed for graduates and working professionals

Designed for graduates and working professionals

Get Job-Ready for 2026 with IBFO Program

Only

40%

of Indian finance professionals
are skilled for modern investment banking roles.

1.3 million+

global finance operations jobs
are expected to open by 2026.

IBFO Program Illustration

Program Highlights

IB Foundations

  • Master key concepts of Investment Banking and financial Operations

Certificate

  • Earn a university recognised certificate

Learn Hands-On

  • Work on real trade lifecycle, settlements, reconciliations, and KYC/AML projects.
A Complete 360° AI Learning Experience!

A complete 360° mastery in Investment Banking & Finance Operations with real tools & applied projects.

Live Interactive Sessions

  • Live online classes & doubt-clearing sessions

Hiring Sprints

  • Multiple job drives in a dedicated job portal

Career Services

  • Resume prep, interview prep & placement support

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)

10+ Hands-on Projects

Insider Trading & Market Surveillance

Insider Trading & Market Surveillance

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

Clearing & Settlement Breakdown

Clearing & Settlement Breakdown

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

Corporate Actions Management

Corporate Actions Management

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

Thinking, “Can I really switch into Investment Banking?”

Of course, you can!

No finance background? No problem! We start from the basics and guide you step-by-step until you’re job-ready for real IB & Finance Ops roles.

All you need is curiosity and the drive to learn! 🔑

Investment Banking Learner Illustration

What Roles Can an Investment Banking and Finance Ops Professional Pursue?

Investment Banking Associate

Support deal execution, build pitchbooks, perform valuations, assist in M&A and capital-raising activities.

Trade Lifecycle / Operations Specialist

Handle settlements, confirmations, reconciliations, corporate actions, break resolutions, and daily front–back office coordination.

Client Onboarding & KYC Specialist

Streamline onboarding, verify documents, ensure compliance, manage AML checks, and work with global banking teams.

Risk & Control Specialist (Finance Ops)

Monitor exposure, escalate operational risks, ensure process controls, and support audits & regulatory reporting.

Kickstart your career in high-growth finance roles!

Get Dual Certification

Certificate from Jain (Deemed) University

Internship Certificate

Official and Verified icon

Official and Verified

Get two certificates with verifiable credentials

Easily Sharable icon

Easily Sharable

Enrich your LinkedIn profile by sharing the certificates with just a click

Enhances credibility icon

Enhances credibility

Grab the winning advantage in the job market with credible certificates

Loading...

Meet our Mentors and Speakers!

Get the chance to interact with professionals from top companies, who bring years of real-world experience to the table.

Vishal Sharma

Vishal Sharma

Founder & CEO

Vishal Sharma
Kennedy Singh

Kennedy Singh

Assistant Manager, HR

Kennedy Singh
Kalyan Ganjam

Kalyan Ganjam

Cloud Native Practice Leader

Kalyan Ganjam
Thomas Verghese

Thomas Verghese

Co-Founder & CEO

Thomas Verghese
S Sai Subrath

S Sai Subrath

Talent Acquisition Partner

S Sai Subrath
Dr. Anand Fadte

Dr. Anand Fadte

Co-Founder

Dr. Anand Fadte
Rhishikesh Joshi

Rhishikesh Joshi

Founder

Rhishikesh Joshi
Gadavilli Babji

Gadavilli Babji

Assoc. Manager - TA

Gadavilli Babji

Frequently Asked Questions

Find answers to common queries about our courses, accessibility, certificates, and more.