investment Banking Operations Course
This course equips participants with essential skills for managing investment banking operations, focusing on equity trade lifecycles, reconciliations, corporate actions, fail management, and regulatory compliance.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Investment Banking Operations Course provides a concise, practical toolkit to manage the full equity trade lifecycle, from order capture through clearing, settlement, and corporate actions. Learn to handle reconciliations, resolve fails, manage client money controls, and navigate tax, regulatory, and accounting impacts using real-world workflows, robust risk controls, and measurable process improvements.
Elevify advantages
Develop skills
- Trade lifecycle mastery: handle equity trades from order to final settlement.
- Reconciliation expertise: resolve client, cash, and custody breaks fast.
- Corporate actions skills: process splits and dividends with tax-smart accuracy.
- Fail management tactics: triage, repair, and report settlement breaks quickly.
- Regulatory-ready ops: meet audit, tax, and reporting rules with clean records.
Suggested summary
Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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