The Securities Trade Lifecycle: Front, Middle & Back-Office
Definitive Trade Lifecycle Guide | Trade Execution | Capture | Enrichment | Confirmation | Settlement | Reconciliation
4.53 (3829 reviews)
19,684
students
4 hours
content
Mar 2025
last update
$69.99
regular price
What you will learn
Understand the various methods by which trade orders can be initiated, including through electronic trading platforms, over the phone, or via email.
Discuss and describe the process of trade delivery, including the roles of clearing houses and settlement banks, and the steps involved in transferring owner
Implement risk management strategies to identify and mitigate potential risks throughout the trade lifecycle.
Utilize the process of order routing, including the different types of order routing systems and the criteria used to select the most appropriate system for a g
Utilize front office systems to accurately record and track the conversion of trade orders into completed trades.
Execute order matching processes to facilitate the conversion of trade orders into completed trades.
Illustrate the trade lifecycle through comprehensive illustrations and examples
Appreciate the importance, process, and methods of trade reconciliation
Verify the accuracy of trade affirmations and confirmations to ensure the proper completion of trades.
Process trade affirmations and confirmations in a timely manner to maintain the efficiency of the back office.
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180362
udemy ID
3/11/2014
course created date
7/9/2019
course indexed date
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