
Financial Operations
Investment Operations
Industry Training Focus Areas
- Financial Operations Fundamentals
- Data Management, Analysis & Reporting
- Year Up’s Essential Skills Training
Industry Skills Development at a Glance: You'll Learn How To...
- Understand equity (stock) and fixed income (bonds) and what it means to own and sell each in a company from the perspective of investors/issuers
- Understand key terms of a security and a securities sale; interpret types of investment funds
- Understand role of regulators of the securities industry, the SEC and Federal Reserve in particular
- Comprehend the role of accounting, finance, risk management, and compliance
- Utilize tools such as Microsoft Excel to organize, format, and analyze data; create reports to visualize and communicate key insights
- Identify role of participants in the investment and securities arena, and how they interact with each other
Essential Skills Development: You'll Learn How To...
- Communicate professionally in-person and over digital platforms by utilizing strategies, tools, and feedback to adapt to the environment
- Participate in meetings by contributing to conversation and supporting with planning and follow up actions across a team
- Navigate challenging situations by regulating reactions to display grit and maintaining a positive composure
- Utilize common management, editing, and conference tools such as Microsoft Outlook, PowerPoint, and Zoom
- Gather and analyze data to provide support to and generate ideas for a business
- Pursue opportunities for professional growth and maintain a well-formed resume
Training at Work: Typical Job Tasks
- Update daily fund pricing; monitor fund cash and custody activity and prepare fund reports
- Receive and execute operational requests from clients; process wires and trades
- Monitor and identify causes of systems breaks
- Analyze data relating to business processes; communicate business process improvement requirements to a technology team
Path to a Career: Training-Enabled Role Pathways
- Fund Accounting
- Portfolio Administration
- Client Services Support
- Reconciliation Analyst
- Business Analyst
- Transaction Processing
Locations Currently Offering This Training Specialty
Hands-on Experience at Top Companies Like:



