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Author:
Geoff Robinson -
Level:
Early Careers -
Study time:
90 minutes
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Course overview
This playlist deconstructs the institutional trade lifecycle from end to end. It begins with the hidden architecture underpinning modern trades, moves through pre-trade risk frameworks and order preparation, unpacks order types and execution mechanics, examines liquidity and transparency trade-offs, and concludes with the complete order-to-settlement journey.
What's Included?
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8 videos
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From first principles to final settlement, understand every decision that shapes an institutional trade.
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Insights from a #1 ranked data-driven analyst
Who is this for?
Designed for junior-to-mid-level investment analysts, portfolio support professionals, and buy-side operations staff seeking to build a structured understanding of how institutional trades are constructed, executed, and settled. Ideal for those transitioning from theory to applied trading knowledge.
Why is this important?
Each programme is structured as a clear, chronological playlist, guiding you through concepts step by step so you can build understanding properly. Learn at your own pace, revisit material when needed, and develop skills in a logical sequence designed to support long-term mastery.
Geoff Robinson
FCA FMVA MFM
Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 10x #1 ranked analysts EMEA Institutional Investor Survey.
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 10x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner.
TheInvestmentAnalyst.com is a global investment education and training business founded by Geoff Robinson, formerly a 10x Number 1 ranked analyst, and UBS Managing Director. Our InsightOne App is designed for individuals to develop real-life investment analysis skills through AI-powered coaching, market simulation and interactive data tools. Our In-Person Training delivers expert-led programmes for universities, corporate teams and financial institutions worldwide.
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