The "Investment Operations Analyst" course offers a comprehensive exploration of the operational facets of the investment landscape. From financial instruments to risk management and ethical considerations, participants will gain the knowledge needed to excel in the role of an Investment Operations Analyst.
What Will You Learn?
- Understand the fundamentals of investment operations.
- Explore financial markets, instruments, and various investment products and services.
- Dive into the processes that drive effective investment operations.
- Learn to manage risks inherent in investment operations.
- Master performance measurement and attribution techniques.
- Navigate corporate actions and events impacting investment decisions.
- Stay abreast of technology and innovation shaping investment operations.
- Embrace ethical standards and professionalism in the investment realm.
Who Should Take The Course?
- Aspiring investment professionals aiming to specialize in operations.
- Current investment analysts seeking a comprehensive understanding of operations.
Requirements
- Basic knowledge of financial markets and investment concepts.
- Eagerness to delve into the operational intricacies of investment management.
Course Curriculum
-
- Overview of the financial services industry 00:10:00
- Regulatory framework and compliance requirements 00:10:00
- Understanding the role of an Investment Operations Analyst 00:10:00
-
- Introduction to financial markets (equity, fixed income, deriva 00:10:00
- Market participants and their roles 00:10:00
- Types of financial instruments and their characteristics 00:10:00
- Evaluating investment opportunities and risks 00:10:00
- Investment strategies and approaches 00:10:00
- Overview of investment products (mutual funds, ETFs, hedge funds, etc.) 00:10:00
- Compliance and regulatory considerations 00:10:00
- Risk management frameworks and methodologies 00:10:00
- Types of risks in investment operations 00:10:00
- Handling corporate actions in investment operations 00:10:00
- Impact of corporate actions on investment portfolios 00:10:00
- Types of corporate actions (dividends, mergers, acquisitions, etc.) 00:10:00
- Code of conduct and professional standards 00:10:00
- Ethical considerations in investment operations 00:10:00
- Upholding integrity and professionalism in the workplace 00:10:00
- Exam of Investment Operations Analyst Level 3 Advanced Diploma 00:50:00
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