Investment Banking

 Learning Journey

An investment banking career evolves from foundational financial knowledge to operational expertise, progressing into buy side and sell side specialization governed by stringent regulatory frameworks.

Learners analyze financial markets and instruments, evaluate operations and apply regulatory frameworks to develop end to end investment banking expertise.

Financial System & Key Instruments

Investment Banking Overview

Foreign Exchange

Markets

Reference Data Management

Trade Lifecycle and ISDA

Corporate Actions

Anti Money Laundering & KYC

Management Services

Accounting & Fund Operation

Risk Management

Regulatory Environment

Foreign Exchange

Markets

KEY REPONSIBILITIES

RELEVENT JOB ROLES

  • IB Analyst

 

  •  Hedge Fund Operation Analyst

 

  • Fixed Income Operations Analyst

 

  • Equity Research Analyst

 

  • Derivatives Operations Analyst

 

  • Middle Office Analyst

 

  • AML Operations Analyst
  • Fund Operations Analyst

 

 

  • KYC Operations Analyst

 

  • Trade Support Analyst

 

 

NOTE :- The salary range is up to ₹4.0 LPA to ₹6 LPA, depending on the candidate’s skill set and market conditions

  • Compliance Analyst

 

 

Career Growth Path

- Junior Analyst: Freshers / 0 to 2 years

 

- Senior Analyst: 2 to 4 years

 

- Associate: 3 to 6 years

 

- Senior Associate: 5 to 8 years

 

- Vice President: 7 to 12 years

 

- Senior Vice President: 10 to 15 years

 

- Director: 12 to 18 years

 

- Managing Director: 15 to 25+ years

Career Growth Path

📊 IB Analyst

 

Focus:- Financial Ecosystem

 

Growth:- Jr.Analyst → Sr.Senior → Associate

 

 

Modules:- Financial System, Key Instruments, IB Overview

 

 

Focus:- Hedge Funds

 

 

📈 Hedge Fund Ops Analyst

 

📊 Trade Support Analyst

Focus:- Trade Life Cycle

 

 

 

 

Growth:- Jr.Analyst → Sr.Senior → Associate

 

 

Growth:- Jr.Analyst → Sr.Senior → Associate

 

 

Modules:- Financial System, Key Instruments, IB Overview & Management Services

 

 

Modules:- Financial System, Key Instruments, Trade life cycle and Reference data management

 

 

Focus:- Operations Support

 

 

 

 

Focus:- Equities & IPO Process

 

 

 

📦 Equity Research Analyst

 

Focus:- Fixed Income Instruments

 

 

 

🧾 Middle Office Analyst

⚙️ Fixed Income Operations Analyst

 

Modules:- Financial System, Key Instruments, Trade life cycle and Risk Management

 

 

Growth:- Jr.Analyst → Sr.Senior → Associate

 

 

Growth:- Jr.Analyst → Sr.Senior → Associate

 

 

Growth:- Jr.Analyst → Sr.Senior → Associate

 

 

Modules:- Financial System, Key Instruments, Risk Management

 

 

Modules:- Financial System, Key Instruments, Risk Management

 

 

Focus:- Derivatives & it's key instruments

Focus:- Know Your Customer

 

Modules:- Financial System, KYC process and Regulatory environment  

 

 

📦 KYC Operations Analyst

 

Focus:- Asset & Wealth Management

Modules:- Financial System, Accounting & Fund operations, Regulatory environment

 

⚠️ Derivatives Operations Analyst

🧠 Fund Operations Analyst

 

Growth:- Jr.Analyst → Sr.Senior → Associate

 

 

Growth:- Jr.Analyst → Sr.Senior → Associate

 

 

Growth:- Jr.Analyst → Sr.Senior → Associate

 

 

Modules:- Financial System, Derivatives, Trade life cycle and Risk Management

 

 

🤖 AML Operations Analyst

Focus:- Anti Money Laundering

 

 

   Compliance Analyst

Modules:-  Financial System, Regulatory environment and Risk Management

Focus:- Importance of Regulatory Compliance

Growth:- Jr.Analyst → Sr.Senior → Associate

 

 

Growth:- Jr.Analyst → Sr.Senior → Associate

 

 

Modules:- Financial System, AML process and Regulatory environment  

 

 

Quick Mapping

Financial System + Financial Instruments → Jr.Analyst Roles

 

Derivatives + Foreign Exchange → Mid Level or Product Specialist Job Role

 

Fund Operations + Compliance + Experience → Leadership Roles

 

Trade Operations + Compliance → Associate Roles

 

Financial Strategy + Risk Management → Sr. Analyst Role

 

IB Job Roles

By Content ITV

IB Job Roles

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