Mechanics of Securities Lending

Custody Operations & Technology Leader l Head of Securities Lending Technology

Self-Paced, Starts Today
Course Access - 12 months

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About the course

  • This course introduces participants to mechanics of Securities lending.
  • Through an example participants will learn the collateral re-investment financials, trade revenue sharing and fees.
  • Participants will learn how securities are selected for lending from a pool of investors and corporate events are managed.
  • Certificate of completion to participants who complete the program.

Who should attend

  • Business Analyst working Securities and Capital markets industry
  • Software developers and QAs working on Securities lending project
  • Business process associates working in the Securities Finance domain.
  • Anyone who is preparing SkillBoard Securities lending certification

What you will learn

  • Participants will be able to articulate how securities lending process works
  • Participants will be able to explain the trade life cycle in a securities lending trade
  • Participants will apply the securities lending knowledge to calculate margin requirements and calculate trade revenues 
  • Participants will be apply the learnings to manage corporate action on securities on loan. 

About the instructor

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With over three decades of expertise in the Custody and Asset Servicing industry, Graham brings a wealth of experience to the table. He began his career at JP Morgan in London where he held various roles including Technical Sales Support, Business Development, and Investment Manager, supporting the custody business throughout the U.K. In 1987, Graham joined State Street Bank in London as the Head of Custody Operations, and in 1997 he relocated to the US as the Head of Operations and Business Technology – Securities. He then held the position of Head of Treasury Operations and Investment Management Solutions at State Street in Boston before transitioning into a Technology Consulting Advisory role with Olmstead, Cognizant consulting, and Wipro Technologies. In this capacity, Graham has provided guidance to global bank CXOs on scaling up operations and technology. He is considered a thought leader in securities servicing and has been quoted in numerous leading industry publications.

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