Global & Investment Banking Operations Course in Wakad

Module 1: Financial System Foundation

Study:

• Full asset class coverage eg: Money Market, Bonds, Equities, Derivatives, Lending, CIS

• Investment banking ecosystem: Deep-dive into IB functions, GCC landscape, STOs, clearing & depository institutions, and custodians.

• Debt & derivatives mechanics: Clean vs dirty price, yield, MTM, margin calls, PCV calculations and IRS/CDS/FX swap structures.

• US lending products: Mortgage types, consumer lending, commercial real estate, syndicated loans

In-class:

• Live IPO case study analysis · Live market observation on Moneycontrol/Screener · Derivatives calculations with live market data

Key Skills:

• Financial Product Knowledge

• Financial System Structure

• Collective Investment Skills

Study:

• End-to-end KYC workflow

•AML/CFT Frameworks

•Financial Crime Typologies

• SAR Report Writing & Escalation Metric

Capstone:

• End-to-End KYC Case File — mock onboarding for individual & corporate client, OFAC/PEP screening, risk scoring & account activation decision

In-class:

• Simulate KYC for sample clients · Alert investigation & SAR escalation simulation · Westpac/Danske Bank/Panama Papers case studies

Key-skills:
• Trade Lifecycle

•Loan Processing

•Settlements & Reconciliation

• KYC/AML

Study:

•Trade lifecycle — TLC Of Interest Rate Swap

• Clearing & settlement mechanics

• Reference data & corporate actions

• Operational risk & control

Create:

• IRS Trade Lifecycle Walkthrough — process flow with sample data in Excel, from execution to reconciliation

In-class:

• Reconciliation break resolution simulation · Group Discussion Mastery sessions (evaluated GD practice)

In-class:

• Operational Risk

• Trade Clearing & Settlement

• Collateral Management

• Trade Reconciliation

Study:

• Full loan lifecycle

• Commercial & corporate lending workflow

• Syndicated loan mechanics

• Credit documentation

Capstone:

• Syndicated Loan Deal Sheet — borrower profile, facility terms, agent/participant split, interest calculation & fee allocation in Excel

In-class:

• Resume evaluation & sign-off workshop

Key Skills:
• Credit Documentation

• Loan Life Cycle

• Syndicate Loan Process

Study:

• Advanced Excel

• Excel Macros (VBA)

• Microsoft Copilot

• Looker Studio dashboards

Capstone:

• Financial Operations Dashboard — Looker Studio or Excel dashboard visualising loan portfolio quality, trade volume trends, or AML alert statistics

In-class:

• Financial Operations Dashboard - Build a Looker Studio or Excel dashboard that visualizes a financial dataset — e.g., loan portfolio quality, Trade Exceptions, or AML alert statistics

Key Skills:

• AI Tools

• Adv. Excel

• Process Automation

• Data Insights

Study:

• 4 real JD walkthroughs

• 10 dedicated interview prep days

In-class:

• Live mock interviews (10 min/student, 8–10 questions per JD) · Record 3-min self-introduction video · In-class GDs with mentor feedback

Program-wide:

• Day 1 to Offer" live project — runs the full 72 days, building evidence of career intent and professional readiness

Key Skills:

• Interview Readiness

• Communication

• Resume Building

Floor 1R, VTP Altitude, 109 & 110, Aundh - Ravet BRTS Rd, Gujar Nagar, Mangal Nagar, Wakad, Pune, Pimpri-Chinchwad, Maharashtra 411033, India

The Global Investment Banking Operations course in Wakad is a 4-month, career-focused program delivered at upGrad's Wakad centre, covering trade operations, KYC/AML, lending operations, and AI-powered BFSI workflows.

Learners build role-specific skills for Trade Operations, Loan Processing, and Financial Crime Operations roles, backed by 30+ hiring partners and 3 years of career portal access after graduation.

Why Choose upGrad Learning Support Centre Wakad?

Pune's large base of BFSI companies, GCCs, and financial services firms makes the Global Investment Banking Operations course in Wakad a practical choice for learners across the Hinjewadi-Aundh-Ravet corridor. upGrad's Learning Support Centre in Wakad is designed to give learners more than just course access; it offers a complete offline environment to learn, practice, and network.

Being based in Wakad also means proximity to Pune's wider BFSI and GCC employer ecosystem. The centre provides 360° career support, including resume building, LinkedIn profile evaluation, and 40 hours of dedicated placement preparation with multiple mock interviews, directly supporting graduates pursuing investment banking jobs in Pune.

Key Facilities at the Centre:

• Classrooms. Every batch gets access to dedicated, well-equipped classrooms designed for focused, distraction-free learning, where sessions are conducted live so learners can ask questions and get their doubts resolved in real time.

• Smart Labs. Learners get hands-on access to systems for Excel, VBA, Looker Studio, and AI tools used across trade, KYC/AML, and lending workflows.

• Mentorship. Regular guidance from experienced BFSI professionals, including feedback on capstone projects and live case studies.

• Counselling. Dedicated academic and career counselling helps learners choose the right specialisation, whether that's trade operations, KYC/AML, or lending.

• Interview Rooms - A dedicated space is available for learners to practice and prepare for real interview scenarios, including 10-minute mock interviews per student.

• Networking Events - The centre organises masterclasses and networking sessions with BFSI and GCC industry professionals.

• Student Community - Learners become part of an active, cohort-based student community that supports collaborative learning and Group Discussion practice.

• Career Services - End-to-end career support, covering resume building, LinkedIn profile optimisation, and a structured job search strategy.

• Mock Interviews - Live mock interviews mapped to 4 real job descriptions, with 8-10 questions per JD.

• Placement Cell. Coordination with a network of 30+ hiring partners relevant to BFSI and GCC roles.

Global Investment Banking Operations Course Structure in Wakad

The investment banking course duration for this program runs across six modules over 4 months, moving from financial system foundations to trade operations, lending operations, and AI-powered workplace automation, concluding in a dedicated career launchpad module.

Skills You Will Learn:

• Financial Products: Money markets, bonds, equities, derivatives, and lending products

• Trade Operations: Trade lifecycle, clearing, settlement, and reconciliation

• KYC/AML: End-to-end client onboarding, screening, risk scoring, and SAR escalation

• Lending Operations: Loan lifecycle, syndicated loans, and credit documentation

• AI Tools: ChatGPT, Microsoft Copilot, Looker Studio, and Gamma for BFSI workflow automation

• Interview Readiness: Resume building, GD practice, and structured mock interviews

Who Should Join upGrad's Global Investment Banking Operations Course in Wakad?

This course is designed for finance and commerce graduates, and the investment banking courses duration and structure are built around specific eligibility criteria:

• Fresh graduates from B.Com, BBA, BMS, BBM, M.Com, or MBA backgrounds

• Working professionals with 0-2 years of experience looking to enter BFSI operations

• Learners with an academic or career gap of up to 2 years, since this remains acceptable

• Career switchers with basic aptitude, communication skills, and computer knowledge

• Anyone comparing the best investment banking course in Pune who wants role-based training mapped to real job descriptions rather than a generic syllabus

If you prefer structured, in-person guidance and are based in or around Wakad, this Global Investment Banking Operations course in Wakad is built for you, with morning, evening, and weekend batch options.

Nearby Areas We Cater for the Students

upGrad's Wakad Learning Support Centre is accessible to learners across the Hinjewadi-Aundh-Ravet corridor, making this Global Investment Banking Operations course in Wakad convenient for students from several nearby localities to attend offline sessions and networking events.

Career Opportunities After Completing Programs

Pune's growing base of BFSI firms and global capability centres drives steady demand for trade operations, KYC/AML, and lending specialists, with investment banking jobs in Pune offering entry to mid-level salaries between ₹2.5 LPA and ₹11 LPA depending on skills, projects, and interview performance.

Source: Glassdoor

Recruiters Hiring BFSI and Investment Banking Talent in Pune:

• Barclays

• Deutsche Bank

• JPMorgan Chase

• Citi

• Infosys BPM

• Cognizant

• Wipro

The Global Investment Banking Operations course in Wakad builds job-ready BFSI operations skills over 4 months through role-based training, live projects, and dedicated interview preparation. It offers a practical, structured path into trade, KYC/AML, and lending careers for finance graduates and early-career professionals across Pune.