This course presents details of the dealing environment and the downstream operational procedures that follow including deal confirmation, clearing and settlement. It will define the responsibilities of managers and supervisors working in operational disciplines in financial institutions and explain the procedures and controls required in post-trade disciplines.
Delegates will come away from the course with an understanding of the importance of operations management. The course focuses on particular characteristics of product groups, including equities, fixed income securities, foreign exchange, funds and derivatives.
Those participating in this course will also widen their understanding of the contribution that Operations makes to an institution in the modern financial marketplace:
- How to manage operational processes
- Learn which issues that represent operational risk to the firm and how to control them
- Enhance product knowledge
Interactive classroom learning includes up-to-date case studies and exercises to provide a strong base for learning.