The trade lifecycle is the lifeblood of the Global markets division of any investment bank. The Lifecycle of a Trade course will guide you step-by-step through each stage of the process. You will learn how different teams interact with each other, understand the role of technology, and get to know what other parties are involved in the trade lifecycle, such as custodians, CSDs, and exchanges.

By the end of this course, you will be able to

• Identify the players in the trade lifecycle, including internal teams within an investment bank to external parties.
• Understand how trades are executed on exchanges and OTC markets.
• Describe the trade lifecycle step-by-step, using terminologies such as trade capture, clearing, settling, and trade enrichment.
• Discuss post-trade responsibilities that investment banks are responsible for, such as reporting, valuation, and accounting.
• Explain the role of infrastructure divisions, such as technology, risk, and compliance in the trade lifecycle.