Lifecycle of a Trade Simulation

A simulation that explores trade flow processes 

Everyone needs to appreciate the language and processes behind trading and investment, and the risk procedures used within a bank to address and manage those processes. In our Lifecycle Of A Trade Simulation, participants experience first-hand how transactions flow through a typical financial institution – before, during and after execution.  

In our Lifecycle of a Trade Simulation… 

Participants, in teams, are divided into trading, product control and operations functions, and over three rounds, team members rotate through each of the three functions, gaining practical insights into each of the roles as the simulation unfolds. They are faced with a dynamic marketplace with trades flowing from the front to the middle to the back office.

After each round of the simulation, teams are expected to improve their internal processes by reducing the number of errors. Successful execution requires great teamwork and communication in order to deliver effective error-free trades to be settled and reconciled, with final positions being marked to market for fair values in order to deliver outstanding results.

Perfect For new hires, operations professionals…  

New hires and early careers… help your new hires climb the learning curve quickly and understand trade flow language and processes in your financial instituion.

Operations, technology, risk, compliance, HR professionals… help all your infrastructure teams to support your business, delivering a better service for your clients, more efficient processes and enhanced risk management through a greater understanding of the key stages of a trade – before, during and after execution.

 

Learning outcomes include:

Better outline the key stages in the lifecycle of a trade and the order in which they must happen

Better outline the key stages in the lifecycle of a trade and the order in which they must happen

Clearly identify the control functions within a bank and determine why they are important and where they reside

Clearly identify the control functions within a bank and determine why they are important and where they reside

Explain why control functions within the bank need visibility at various stages of the life-cycle of a trade

Explain why control functions within the bank need visibility at various stages of the life-cycle of a trade 

Appreciate the operational processes required to reach settlement in a financial institution & why a cross functional approach is critical to client delivery

Appreciate the operational processes required to reach settlement in a financial institution & why a cross functional approach is critical to client delivery

Get in touch today for a demo of our Lifecycle of a Trade Simulation

Get in touch today for a demo of our Lifecycle of a Trade Simulation