This course provides an introduction to the core operational functionalities in SimCorp Dimension. Participants will gain practical insight into investment operations workflows and work hands-on with key processes including transaction processing, asset servicing, cash management, portfolio valuation, and reconciliation. 

Key Learning Objectives:
 
- Enrich transactions with settlement instructions, transaction costs, and fees to support accurate downstream processing.    
- Process asset servicing events including dividends, coupons, and corporate actions.    
- Monitor and manage cash positions using Cash Management functionality.    
- Analyze forecasted and actual cash flows and resolve cash shortfalls.
- Calculate and evaluate portfolio valuations using Portfolio Calculation tools.
- Perform reconciliation activities and investigate discrepancies to ensure operational accuracy.  

Delivery Format and Duration:

• Self-paced online curriculum: 7-9 hours of study, available 2 weeks before the live session and accessible for 6 months after course completion.
• Instructor-led workshops: Two 4-hour virtual sessions, guided by an expert trainer with demonstrations, and hands-on exercises.

Target Audience: 
This course is designed for investment operations professionals and other business users who are new to SimCorp Dimension and require a practical introduction to operational workflows and post-trade investment processes.   

Pre-requisites: 
Introduction to SimCorp Dimension Crash Course

Course Details:  
Dates: 13-14 October 2026
Location: Virtual Classroom  
Language: English  
Duration: 2 days of 4 hours
Daily sessions from 2:00 - 6:00 PM CET // 8:00AM - 12:00 PM EST

Course Fee: 2700 EUR / 3165 USD / 4050 SGD