Investment Banking Operations Interview Prep
Siddharth Mehta
Investment Banking Operations Interview Prep
Package
8Products
1 x Corporate Actions Demystified
🔹 What’s Inside? Types of Corporate Actions – Mandatory, Mandatory with Choice, Voluntary Key Calendar Dates – Record d… Read more
1 x Settlements, Recon & Trade Matching
What’s Inside Covers settlement cycles (T+1, T+2, etc.), reconciliations, nostro/vostro accounts, SWIFT messages, and tr… Read more
1 x The Essential Guide to Investment Banking Products
📂 What’s Inside: 📊 Equities – Understanding shares & capital raising. 💵 Money Market Instruments – CPs, CDs, repos &… Read more
1 x Settlement Instructions in Investment Banking
What’s Inside Failed Trades and Their Impacts Counterparty Risk and Mitigation Regulatory Penalties for Settlement Failu… Read more
1 x Securities Financing & Collateral Operations
🔹 What’s Inside Stock Borrow & Lending (SBL): Mechanism to cover short sales and optimize portfolio returns. Collateral… Read more
1 x Reference Data Management in Investment Banking
What’s Inside: RDM fundamentals simplified Security identifiers explained Data classifications & hierarchies Role of SWI… Read more
1 x Investment Banking Interview Prep
What’s Inside? Investment Banking Fundamentals Technical Knowledge: Valuation & Modeling Markets & Instruments Deep Dive… Read more
1 x Top-30-Derivatives-Interview-Questions
📘 What’s Inside Covers basics of derivatives, forwards vs. futures, options (moneyness, pricing, valuation & Greeks), s… Read more
A complete all-in-one program designed for students and professionals preparing for Investment Banking Operations roles. This package equips you with domain mastery, process understanding, and interview-ready knowledge that recruiters value.
🔹 What’s Inside?
- ⚙️ Trade Lifecycle (TLC) – From trade execution to settlement & clearing.
- 📑 Corporate Actions – Mandatory, voluntary & adjustments in stock prices.
- 💱 Trade Settlements & Reconciliation – Failed trades, counterparty risk, reconciliation lifecycle, breaks.
- 🏦 Reference Data Management – Identifiers, classifications, SWIFT codes, and role in TLC.
- 📊 NAV & Fund Accounting Basics – Security valuation, accruals, and expenses.
- 📌 Compliance & Controls – Risk checks, audit trail, and regulatory adherence.
💡 Best Suited For:
- 🎓 Freshers & graduates targeting IB Operations & Middle Office roles.
- 💼 Professionals preparing for global banks, custodians, and asset managers.
- 📈 Candidates aiming for Big 4 consulting, NBFCs, and FinTech operations.
✅ You’ll Get:
- Structured Notes & Interview Q&A
- Process Maps & Practical Case Studies
- ATS-friendly phrasing for resumes
- Tips to answer scenario-based operations questions
Package validity: 3 months
₹1,499₹3,492