Lifecycle of a trade
The trade lifecycle is the lifeblood of the Global markets division of any investment bank. The Lifecycle of a Trade course will guide you step-by-step through each stage of the process. You will learn how different teams interact with each other, understand the role of technology, and get to know what other parties are involved in the trade lifecycle, such as custodians, CSDs and exchanges.
- Overview
- Modules
- Target audience
What You’ll Learn
Course Content
Pre-trade
At the time of the trade
Post-trade
Technology
Activities and quiz
Learning Objectives
By the end of this course, you will be able to
- Identify the players in the trade lifecycle, including internal teams within an investment bank to external parties
- Understand how trades are executed on exchanges and OTC markets
- Describe the trade lifecycle step-by-step, using terminology such as trade capture, clearing, settling and trade enrichment
- Discuss post trade responsibilities that investment banks are responsible for, such as reporting, valuation and accounting
- Explain the role of infrastructure divisions, such as technology, risk, and compliance in the trade lifecycle
Who Should Take This Course?
The Lifecycle of a trade course will benefit anyone looking for a career in the global markets division of an investment bank. Whether working in the front office, as a technologist, or in the increasingly important roles of risk, compliance and internal audit, this course will increase your industry expertise.
Course Content
Pre-trade
At the time of the trade
Post-trade
Technology
Activities and quiz
-
Flexible Learning
-
Develop Sector-Specific Skills
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Designed By Industry Experts
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