AxiomSL Learning Services

    Nasdaq Calypso Learning

    Nasdaq Calypso Front Office Workstation, Official P&L and Risk Management

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    Classroom Training

    The one-week course navigates the Nasdaq Calypso user through the framework and capabilities of Nasdaq Calypso’s Front Office and Risk Management applications. The course will first review Pricing Environments, Market Data, and Trade Capture with the Nasdaq Calypso classic trade windows and Nasdaq Calypso Pricing Sheet. Following, the participant will be instructed in the processes of configuring and executing Risk and Profit and Loss reports including On Demand analyses and Official PL. Upon completion of the Front Office and Risk components of the course, the participant will be introduced to the Nasdaq Calypso Front Office Workstation (FOWS). Understanding the Nasdaq Calypso Front Office, Risk, and FOWS applications will provide the user with the knowledge and skills to fully leverage Nasdaq Calypso for Front Office, Trade and Portfolio Risk and P&L Measurement, multi-asset, cross border, with different portfolios and strategies.

    The training will be a in-person instructor led training and each attendee will be provided with access to unique instance of cloud-based Calypso environments.

    Each participant will receive access to Calypso Learning Service eLearning portal to access training material, slides, and course exercises.

    For registration or enrollment details, please email: CalypsoEducation@nasdaq.com

    The one-week course navigates the Nasdaq Calypso user through the framework and capabilities of Nasdaq Calypso’s Front Office and Risk Management applications. The course will first review Pricing Environments, Market Data, and Trade Capture with the Nasdaq Calypso classic trade windows and Nasdaq Calypso Pricing Sheet. Following, the participant will be instructed in the processes of configuring and executing Risk and Profit and Loss reports including On Demand analyses and Official PL. Upon completion of the Front Office and Risk components of the course, the participant will be introduced to the Nasdaq Calypso Front Office Workstation (FOWS). Understanding the Nasdaq Calypso Front Office, Risk, and FOWS applications will provide the user with the knowledge and skills to fully leverage Nasdaq Calypso for Front Office, Trade and Portfolio Risk and P&L Measurement, multi-asset, cross border, with different portfolios and strategies.

    The training will be a in-person instructor led training and each attendee will be provided with access to unique instance of cloud-based Calypso environments.

    Each participant will receive access to Calypso Learning Service eLearning portal to access training material, slides, and course exercises.

    For registration or enrollment details, please email: CalypsoEducation@nasdaq.com

    Course Information

    Course Location

    In-Person Classroom
    • Q1: New York
    • Q2: Paris
    • Q3: London
    • Q4: Dubai

    Course Duration

    8 Hours per day

    Course level

    Intermediate

    Pre-Requisite:

    Knowledge of Scheduled tasks, Liquidation, Trade booking and Pricing is preferred, but not required.

    Course Dates

    Q1' 2025

    17 - 21 March, 2025 | New York

    Q2' 2025

    16 - 20 June, 2025 | Paris

    Q3' 2025

    15 - 19 September, 2025 | London

    Q4' 2025

    24 - 28 November, 2025 | Dubai

    Topics Include

    Module 1: Introduction to Front Office

    ► Pricing Environment
    ► Market Data – Curves, Volatility Surfaces
    ► Market Quotes
    ► Trade Capture – Legacy vs Pricing Sheet
    ► Hands-On Exercise: Configure a Pricing Parameter Set

    Module 6: Front Office WorkStation

    ► Overview
    ► Components
    ► View Profiles
    ► Data Profiles
    ► Workplan Profiles
    ► Live PL Server
    ► Hands-On Exercises: - Workplan configuration

    Module 2: Asset Classes Overview

    ► Interest Rate Derivatives -Swaps
    ► Foreign Exchange – FX Spot, Forward
    ► Fixed Income – Bonds, Bond Definition
    ► Hands-On Exercise: Create a Trading Book and book different asset classes

    Module 7: Bond Pricing Sheet

    ► Component Configuration
    ► Security Position Blotter
    ► Trade Entry & Trade Blotter
    ► Hands-On Exercises: Bond Trading Workplan

    Module 3: Front Office Tools

    ► Market Data Manager
    ► Trade Browser
    ► Trade Blotter
    ► Scheduled Task
    ► Hands-On Exercise: Configure a Market data workspace in Market Data Manager

    Module 8: Market Sheet

    ► Setup Requirements
    ► Components
    ► Hands-On Exercises: Setup Market Sheet for IRD trades

    Module 4: Desk Risk

    ► Analysis Designer - Configuration
    ► Nasdaq Calypso Middle Tier
    ► Nasdaq Calypso Reporting – WorkStation
    ► Sensitivity and Simulation – Risk Reports
    ► Hands-On Exercise: Configure a Rate Sensitivity Report & an FX Spot Ladder Report

    Module 9: FX Workstation

    ► Component Configuration
    ► FX Pricer
    ► Hands-On Exercises: FX Trade Capture

    Module 5: Official P&L

    ► Official PL Process
    ► Configuration: Analysis Designer
    ► Official PL Reporting & Explain PL
    ► Official PL for FOWS
    ► Hands-On Exercises: Run a PL Report

    Module 10: Live PL

    ► Live PL: Taylor Methodology
    ► Ladder PL
    ► Component Configuration
    ► Workplan Profiles and PL Servers
    ► Hands-On Exercises: FOWS Live PL use

    Client Testimonials

    Despite having spent quite a few years as a Calypso developer, I still got a lot out of this training. It was enlightening and helped us delve deeper into some exciting details about Calypso. I would like to emphasize the excellent didactics with practical and objective exercises. Undoubtedly, I improved my analytical perception of operations and lifecycles. The Getting Started with Calypso module definitely provides a satisfactory roadmap.

    Samuel L., Exadel Financial Services (formerly CPQi)

    What an amazing week it was! The course covered an introduction to Calypso architecture, and dived into details of static data setup, workflow, and trade lifecycles, including pricing environments. I would like to express my thanks to the Learning Services team for this opportunity and teaching me a lot of important things for my work routine.

    Marcelo Y., Mark2Market (Qaracter)

    The training was enriching and a very well designed program. There was a new theme each day, with a series of exercise adapted to each theme. The trainers were professional and attentive. They gave ample amount of time to each participant. They provided a simple explanation, illustrated with examples in calypso. The quiz at the end of each day, was helpful to test our skills.

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