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Certified Investment Banking Operations Analyst Program | MentorMeCareers
MentorMeCareers Professional Certification

Certified Investment Banking Operations Analyst Program

Build practical skills for investment banking operations roles through live training, case-based learning and interview preparation.

  • Learn trade lifecycle, settlements, confirmations, reconciliations and corporate actions.
  • Designed for commerce, finance, MBA and early-career professionals.
  • 3.5-month live online training with weekend learning options.
  • Career support with resume building, mock interviews and interview opportunities.
  • Sessions delivered by trainers with investment banking and capital markets experience.

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Fill the form to get a call or WhatsApp response within 24 hours.

Why Learn with MentorMeCareers?

A practical finance training institute focused on job-oriented learning, interview preparation and industry-relevant skills.

Quality-Focused Training

Structured learning process with practical assignments and mentor-led guidance.

Strong Student Reviews

Trusted by learners for practical finance training and career-focused support.

Career-Oriented Curriculum

Built around real operational workflows used in investment banking and capital markets teams.

Placement Support in Pune & Recruiters

MentorMeCareers has successfully placed hundreds of candidates with leading investment banks, asset managers, capital market firms and financial institutions. Our placement team works closely with recruiters to align your skills with current hiring requirements.

Investment Banking Recruiters

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View Placement Reports (FY24 - FY26)

What is Investment Banking Operations?

Investment Banking Operations is the post-trade function that ensures every transaction is captured, checked, settled, reported and controlled. Below is a brief summary of investment banking careers.

Investment Banking Operations covers the trade lifecycle after a trade is executed: confirmations, settlements, collateral and margin, reference data, corporate actions, reconciliations, and regulatory reporting. Strong operations teams reduce operational risk, protect client assets and support compliance.

Trade Lifecycle

From trade capture to confirmations and allocations, this function ensures every booking is accurate, complete and timely.

  • Trade capture and enrichment across equities, derivatives, FX and fixed income.
  • Confirmations, affirmations and break resolution with counterparties.
  • Daily controls including lifecycle checks, exception tracking and fail management.

Course Overview

Everything you need to know about the program — what you will learn, who it is for, delivery format and career support.

About the Course

The Certified Investment Banking Operations Analyst Program by MentorMeCareers is designed for students and professionals who want to build practical skills for operations, middle office and capital markets support roles.

The curriculum covers securities operations, trade lifecycle, settlements, reconciliations, corporate actions, reference data, risk controls and AML/KYC concepts. The focus is not only on theory, but also on workflows, interview preparation and role-readiness.

Eligibility

This course is suitable for learners who want to enter investment banking operations, securities operations, capital markets operations or related finance roles.

  • MBA Finance graduates
  • B.Com, BBA and commerce graduates
  • CA Inter candidates
  • Engineering graduates willing to shift to banking and finance careers
  • Students looking for investment banking operations and financial markets training
  • Professionals seeking a placement-oriented finance certification
  • Graduates targeting securities, capital markets and operations roles

Course Duration & Coverage

  • Introduction to finance, market structure and capital markets operations
  • Trade lifecycle, trade support, settlements, reconciliations and corporate actions
  • Risk management, controls, AML/KYC and regulatory concepts
  • Lifetime access to the learning portal
  • Unlimited batch access without batch transfer charges
  • 200 hours of live training for live-version students
  • 50 hours of recorded video support with doubt-solving for self-paced students

Career Support

  • Resume preparation and interview readiness support
  • Mock interviews for investment banking operations and middle-office roles
  • Interview opportunities as per eligibility, performance and hiring requirements
  • Target roles across investment banking operations, trade support, settlements, reconciliations and AML/KYC
  • Career opportunities commonly available across major metro locations in India
Feature Boxes

Comprehensive Career Support

We support your growth with our placement assistance, which includes soft skills training, resume development, and practice interviews to help you crack your job.

Experiential Learning

Our curriculum evolves with industry needs, featuring engaging pedagogy with in-class exercises, puzzles, real-world case studies, and projects, all aimed at enriching your learner journey.

100% Job Assurance

We assist you in beginning your Investment Banking career by getting you placed at top Investment Banking companies, offering a minimum of 7 guaranteed interview opportunities.

Investment Banking Operations Course Curriculum

MentorMeCareers investment banking operations certification sample
Module I: Financial Markets Overview
  1. Investment Banking Foundation: financial system, trading terminologies, methods of exchange, trade recording, structure of investment banks
  2. Equity & Market Structure I: capital markets, securities, intermediaries, long/short positions, leverage, execution
  3. Equity & Market Structure II: index construction, rebalancing, fixed income indices, alternative investment indices
  4. Derivatives Instruments I: arbitrage, forward/future contracts, FRA, swaps, options
  5. Derivatives Instruments II: OTC vs exchange-traded, value at expiration, forward vs contingent claims
  6. Fixed Income Securities I: global bond markets, interbank rates, bond types, short-term bank funding
  7. Fixed Income Securities II: bond features, yield curve, covenants, legal/tax considerations, cash flows
  8. Asset Management: portfolio process, types of investors, mutual funds, defined benefit plans
  9. Corporate Governance: stakeholder groups, board structure, governance risks, ESG
  10. Other Topics: IPO, cross-border deals, M&A, FinTech, financial modeling
Module II: Trade Operations Part 1
  1. Trade Execution: order types, investors, front office trade capture
  2. Trade Agreement: confirmations, templates, settlement instructions, risk
  3. Custodian: roles, types, selection, unmatched instructions, updating books
  4. Settlement Failure: causes, prevention, enforcement, netting
  5. SWIFT: identifiers, benefits, development, codes
  6. Internal Reflection: pre/post-settlement orders, failure updates, internal process
Module III: Trade Operations Part 2
  1. Securities Lending & Borrowing: principles, calculations, record keeping
  2. Safe Custody: agreements, custodians, tax treatment, client securities
  3. Corporate Actions: types, timelines, bonus shares, splits, takeovers
  4. Reconciliation: types, methods, manual vs automated, independence
Module IV: Risk Management & AML/KYC
  1. Risk Management: financial risk, operational risk, risk types and mitigation
  2. AML: money laundering stages, methods, US AML KYC process, AML regulations, KYC process
  3. Excel Basics: lookups, pivot tables, dashboards, logical functions
  4. Interview Preparation: mock tests, extra classes, company-specific preparation
Module V: Investment Banking Interview Prep
  1. Custom preparation for shortlisted companies
  2. Pre-interview training, domain mocks and written practice
Career Support

Career Launch & Placement Assistance

Gain practical skills in Investment Banking Operations and receive structured interview preparation, placement support and access to hiring opportunities across leading financial institutions.

What You Receive

4 Months of Industry-Focused Training
Trade Lifecycle, Settlements, Reconciliations, Corporate Actions, Risk Management and AML/KYC.
Investment Banking Operations Interview Preparation
Domain-specific interview questions, practical scenarios and recruiter expectations.
Resume & LinkedIn Optimisation
Position yourself effectively for banking and financial services roles.
Mock Interviews
Practice sessions with industry professionals before real interviews.
Unlimited Interview Opportunities*
Eligible students receive interview opportunities for up to 1 year.
Lifetime LMS Access
Revisit concepts, recordings and learning resources anytime.

Career Opportunities

Trade Support Analyst Operations Analyst Middle Office Analyst Settlements Associate Corporate Actions Analyst Reconciliation Analyst AML Analyst KYC Analyst Client Onboarding Analyst Reference Data Analyst

Important Information

  • Interview opportunities are shared based on eligibility and participation.
  • Final hiring decisions are made solely by employers.
  • Salary outcomes vary depending on education, experience and market conditions.
  • Students are expected to comply with attendance and placement guidelines.
  • Placement assistance continues even after course completion.
Disclaimer: MentorMeCareers provides placement assistance, interview preparation and interview opportunities. Final job offers are dependent upon candidate performance, employer requirements, location preferences and market conditions.
Certificate in Investment Banking Course Pune

Fees & Variants of Investment Banking Operations Course

Investment Banking Operations Course (Live)

₹ 42,373 + GST
Online Live Batch – ₹ 42,373 + GST

3.5 months of Live Training with expert faculties and hands-on practice.

  • Live instructor-led classes
  • Access to portal & recordings
  • Real-world case studies
  • Placements Assistance
Enroll Now

3.5 months of Live Training with expert faculties and hands-on practice.

  • Classroom sessions
  • Interview Preperations & Mocks
  • Class Recordings
  • Placement Assistance
Enroll Now

FAQ's Investment Banking Course with Placement

Since mentor me stands for learning, each mentor listed on mentor me can run as many courses as they want but can only take 20 mentees( students) in batch to maintain delivery and at a time mentor 20 students overall.

Mentor Me Careers has the most comprehensive curriculum and is the most value for money course on IB operations course. The placement services are personalised and the entire placement team works on individual profile of students

At mentor me we are serious on the quality of content you read, use and learn with.

  1. We have high quality pre – recorded videos, recorded by experts

  2. We have reading slides as summary

  3. Class Recordings for staying updated (Applicable for Online Instructor Led)

  4. Cheat Sheets- Get small pocket mind maps to remember formulas and logic

  5. Excel Templates- Get high quality templates to learn financial modeling

  6. Interview question bank- we have compiled over the years question banks for interviews for top 50 companies in India. You will get to practice these from day 1.

  7. More so, the mock interviews which are conducted are also included which are aimed at personality development of an individual for cracking the interviews
  • If you are in the Live online plus variant then you can attend multiple batches for a year.

  • Those who are live online basic- need to pay 2000 Batch transfer fee to enroll for the next batch

  • Content will be available for all variants for life time

It all depends on your learning curve and previous background. Below is the summary of recommendations’

  1. Self Paced Basic- Suitable for Finance professionals

  2. Self Paced Plus- Suitable for candidates who are well versed with fundamentals and are self-learners

  3. Live Online Basic- Suitable if you are not looking for a placement and are just upskilling

  4. Live Online Plus- anyone looking for a job.

The trainer or mentor will provide you with all the support required during this course, and you can access him/ her directly on whatsaap.

A valid internet connection that can handle online meetings , a laptop with a working Microsoft Excel account

Learning is global and accessible to all. We provide services to all

  • Yes if you enroll with more than 2 students as a group then we provide 10% Waiver for all.

  • College training with a large of more than 20 students can contact at [email protected]

We teach exactly what is required in placement interviews and we understand the finance space well. With our updated material, high quality content we are pretty sure, with the students effort that one should not have any problems getting success. 

However we do not offer placement guarantee. Check the placement report here. Another fact is that all our students who have been placed with previous expereince have got minimum 20% growth rate in their packages.

We have multiple easy payment methods available.

  • EMI On Credit Card

  • Debit Card

  • Early Salary

  • UPI

  • Net banking

  • PayPAL

  • PayTM

And Many others. You can choose the method which is most convenient for you.

At Mentor Me Careers, candidates for the Investment banking operations analyst program are expected to be recent graduates with no more than 3 years of experience in the field. Those who have studied finance or business management are most suited for this program, especially if they do not have a STEM degree.

The Investment banking operations Course fees in India by mentormecaeeers at 32999 INR is the most reasonable fees compared to other competitors who charge in excess of 1.5 Lacs INR. 

At mentormecareers after completion of the program, CIBOP Salary in India can be expected between 4 to 6 Lacs P.A for freshers

An investment banking operations professional is any candidate who after completion of the CIBOP Course works in back office and middle office operations in investment banking.

The investment banking operations course is of 3 months or 200 Hrs. You can complete the course in a fast pace manner also after enrolment.

The candidate after enrollment has to full full the following steps to become CIB Certified

  • Enrol for the course 
  • Attend lectures of CIB
  • Complete assignments and tests
  • Give Mock Interviews

And then certification.

Investment Banking Operations Related Videos

Investment Banking Operations Technical Videos

2 Videos

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