Operations Foundation
10-13 February, 2026, Virtual classroom
Description:
There are many challenges faced within Investment Operations, such as ensuring accurate and efficient trade settlement, correctly calculating and managing transaction costs and fees, navigating the complexity and volume of corporate actions, identifying and resolving breaks in custody records, and automating routine tasks just to name a few. This foundational course for business end users, offers the participant a comprehensive introduction to operational procedures and workflows in SimCorp Dimension.
Why attend?
Through trainer instructions, demos, and hands-on exercises, you will learn how to effectively work with business applications in SimCorp Dimension and overcome operational challenges.
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.
Course duration:
3 x 4 hours – virtual delivery from 9:00 - 1 PM CET // 4:00 - 8 PM SGT
If preferred, the course can be delivered onsite at the client location
Target audience:
This course is designed for professionals working in investment operations, as well as those seeking a comprehensive introduction to operational procedures within SimCorp Dimension.
Course Fee:
2700 EUR/ 3830 SGD excl VAT
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