Operations Foundation
10-13 February, 2026 | Virtual Classroom
Every day, investment operations teams work behind the scenes to keep financial markets running smoothly. The Operations Foundation course offers a practical introduction to SimCorp Dimension’s core operational workflows. You’ll gain insight into how investment operations are managed within the system and learn how to streamline daily tasks through automation and best practices. Designed specifically for business end users, this course builds a solid understanding of the end-to-end operational processes that support effective investment management.
Key Learning Objectives:
- Trade Enrichment: Learn how to accurately enrich trades with Standard Settlement Instructions (SSIs) to ensure smooth settlement and develop skills to calculate associated transaction costs and fees.
- Corporate Actions: Understand the workflows involved in processing corporate actions within SimCorp Dimension
- Calculate Portfolio Values: Learn how to use Portfolio Calculation, the portfolio valuation tool
- Batch Jobs for Administrative Tasks: Learn how to create and configure batch jobs to automate routine administrative tasks.
Target Audience:
This course is relevant for those who work in investment operations or for those who need a broad introduction to the handling of operational procedures in SimCorp Dimension.
Pre-requisites:
None.
Course Details:
Dates: 10-13 February, 2026
Location: Virtual Classroom
Language: English
Duration: 4 days sessions of 4 hours
Daily sessions from 9:00 - 1:00 PM CET // 4:00 - 8:00 PM SGT
Course Fee: 2700 EUR / 3240 USD / 4050 SGD excl. VAT
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