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Author:
Geoff Robinson -
Level:
Early Careers -
Study time:
90 minutes
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Course overview
This playlist maps the risk and operational infrastructure that supports every institutional trade. It progresses from foundational counterparty risk and exposure architecture through real-time valuation and corporate actions, then into the post-trade mechanics of clearing, netting, and settlement, concluding with the reporting frameworks that connect internal books to external obligations.
What's Included?
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8 videos
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The trade does not end at execution: master the risk, clearing, and reporting architecture that determines whether it succeeds.
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Insights from a #1 ranked data-driven analyst
Who is this for?
Built for investment analysts, middle-office professionals, and operations staff who need to understand the risk architecture and post-trade processes that underpin portfolio integrity. Suited to those who have foundational trading knowledge and want to deepen their grasp of what happens after execution.
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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