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所在平台: Udemy |
课程主页: https://www.udemy.com/course/the-securities-trade-lifecycle-investment-banking-operation/
课程评论:没有评论
课程名称:《证券交易生命周期:投资银行运营》 课程概述:证券交易生命周期涵盖了从交易启动、确认、执行、结算到对账的整个过程。本课程将全面介绍整个交易生命周期,您可以在此学习到投资银行运营的各个环节。课程由全球领先的证券运营专家Allen Aravindan(CFA)主讲。Allen不仅是CFA特许持有人,曾担任对冲基金经理,还创办了一所顶尖的金融技能培训机构“Mentor Me Careers”。他将带领您了解投资银行行业的基础知识,以及投资银行运营流程的详细内容,也即证券交易生命周期。 您将学习到的内容包括: - 投资银行的结构 - 订单启动与交付(前台功能) - 订单匹配及转换为交易(前台功能) - 确认与确认(后台功能) - 清算与安全保管 - 清算与结算(后台功能) Allen拥有15年的投资银行经验,曾在多家投资银行工作,并担任印度对冲基金Ennovate Research & Capital的合伙人。他的职业生涯中,担任过研究分析师、基金经理和教育公司产品负责人,并在过去10年中培训超过50万名投资银行相关课程的学员,包括金融建模、Excel、投资银行运营以及CFA项目。 祝您学习顺利!
Trade life cycle involves the entire process from the initiation of the trade, confirmation, execution, settlement and reconciliation. Hence, the only course which comprehensively covers the entire trade life cycle is right in front of you to start learning.In this course, you will learn everything you need to know from the World's leading securities operations expert, Allen Aravindan, CFA. Allen is a CFA charter holder, a former hedge fund manager and a renowned trainer who also happens to be the founder of a leading financial skilling institute, mentor me careers. Allen will take you through the very basics of the investment banking industry, all the way up to your understanding the details of the investment banking operations process, also known as the securities trade life cycle. You would be learning the followingStructure of investment banking Order initiation and delivery (Front office function)Order matching and conversion into trade (front office function)Affirmation and confirmation (back office function)Cleaning and safe custodyClearing and Settlement (back office function)Who is Allen? He is a CFA charter holder, having worked with various investment banks and also was the partner of a hedge fund based out of India, Ennovate Research & Capital.He has total 15 years of investment banking experience and has worked in various capacities as a research analyst, a fund manager, a product head for an education company, while has been training for more than 10 years. In total he has trained and skilled more than 500000 candidates till in investment banking-related courses like financial modelling, excel , investment banking operations and the cfa program itself.So best of luck and happy learning!