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Capital Markets : Front to Back Office - Behind the scenes
Rating: 4.2 out of 5(14 ratings)
471 students

Capital Markets : Front to Back Office - Behind the scenes

Dedicated to aspiring investment bankers, this course equips you with essential skills for Front to Back Office roles
Created byTrading Floor Institute Patrick Robert
Last updated 2/2025
English

What you'll learn

  • Launch Your Career in Investment Banking: Explore roles in the front, middle, or back office
  • Master Equities and IPOs: Understand the fundamentals of equities and the IPO process
  • Navigate Post-IPO Trading: Learn about trading shares in organized markets and over-the-counter
  • Role of Floor Brokers and Designated Market Makers, Secondary Market Trading
  • Currency Quote Conventions: Decode currency pairs and calculate cross rates.
  • Options Trading Insights: Grasp how market prices impact option attractiveness
  • Value Options Accurately: Calculate intrinsic and extrinsic values with real-world examples
  • Interest Rate Swaps Explained: Understand the structure of Interest Rate Swaps, Fixed Leg, Floating Leg, Synchronous and Asynchronous swap
  • Credit Default Swaps (CDS): Learn the roles of protection buyers and sellers
  • CDS Premiums and Spreads: Navigate CDS payment structures and credit events
  • Salesperson’s Role on the Trading Floor: Bridge clients and traders effectively.
  • Real-World Transaction Examples: See how salespeople initiate client transactions
  • Sales-Trader Dynamics: Understand the tension and negotiations in bid-ask spreads
  • Trader’s Daily Duties: Explore the responsibilities of a market maker
  • Analyze Market Data: Assess liquidity, volatility, and risk-return objectives
  • Manage Large Transactions: Learn hedging strategies and market condition assessments
  • Proprietary Trading vs Market Making: Distinguish between these key trading roles
  • Structured Product Development: Coordinate and develop financial products within the bank
  • Middle Office Functions: Support and control front and back office operations
  • Middle Office : Monitoring trader and counterparty limits
  • Security Purchase Clearing Process: Understand the steps and roles in security transactions
  • Settlement Instructions and SWIFT Messages: Learn about MT540, MT541, MT542 Receive Versus Payment (RVP), and MT543 Delivery Versus Payment (DVP)
  • Pre-Accounting for Securities: Prepare for accurate financial reporting
  • Investment Accounting Approaches: Master trading and held-to-maturity investment methods
  • Interest Rate Swap Pricing
  • Bond Pricing, Yield to Maturity

Course content

5 sections • 37 lectures • 2h 27m total length

  • Difference between retail and Investment Banking trader1:45

    Retail traders use personal funds and pursue short-term price moves. Investment bank traders use the bank's capital as market makers to provide liquidity and profit from the bid-ask spread.

  • Global Uniformity in Trading Practices2:44
  • Course Outline6:22

Requirements

  • Absolutely no prior experience is necessary! We’ll guide you from the basics and gradually build your knowledge. Everything you need is included in the course. Start your learning adventure with us today!
  • An eagerness to learn and put in the practice.

Description

The course script was written entirely by me without the help of any AI. Keep in mind that AI sometimes gives approximate or incorrect answers. Nothing beats human experience.

Course Overview: Embark on a comprehensive journey through the dynamic world of capital markets, designed for professionals across Front, Middle, and Back Office roles. This course begins by distinguishing between retail traders and investment banking traders, setting the stage for a deeper understanding of the global market where operators worldwide work in harmony.

Global Market Insight: Discover how the global nature of capital markets ensures that financial operations are consistent and interconnected, regardless of geographical boundaries. This course emphasizes the importance of mastering financial products to enhance communication and efficiency between the Front, Middle, and Back Offices.

Key Roles and Functions:

  • Trading Floor Players: Gain insights into the pivotal roles of the salesperson, trader, and structurer. Understand how these key players drive market activities and create value.

  • Support Functions: Learn about the indispensable roles of the Middle Office and Back Office. These support functions are crucial for controlling and settling transactions, ensuring the smooth operation of banking activities.

Why This Course? By the end of this course, you will have a holistic understanding of capital markets, equipped with the knowledge to facilitate seamless communication and collaboration across different office roles. Whether you’re on the trading floor or in a support function, this course will empower you to excel in the essential functions of banking.

Join us to master the intricacies of capital markets and become a vital link in the global financial chain!

Who this course is for:

  • Aspiring capital markets bankers
  • Investment banking business analysts (both seasoned and aspiring)
  • Ambitious individuals aiming for high salaries
  • Anyone eager to master Front to Back Office processes.

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