Investment Bank Value Streams

The Investment Bank Value Streams deck is a fully editable PowerPoint set of 37 end-to-end flows spanning origination, sales and trading, and the enabling functions that sit behind them. Each flow is broken into stages, with the activities, inputs, and outputs documented at every stage, from client onboarding through settlement and close-out.

Why a Generic Prompt Gets This Wrong

Ask a generic tool to map "investment bank processes" and it collapses two fundamentally different shapes into one generic pipeline. A deal — an M&A mandate or a bond issuance — moves through origination, due diligence, structuring, book-building, and allocation over weeks or months; a trade moves from execution to confirmation, affirmation, clearing, and settlement in hours or days, and the two rarely share a stage definition. Both are gated upstream by KYC and AML onboarding, which has to complete before a client can trade or a mandate can be executed, not after. Information barriers between research, banking, and trading also impose real handoff constraints — certain information can't cross from one flow into another regardless of operational convenience — which a generic process template has no reason to represent as a boundary at all. Getting the front-office-to-back-office handoff right, where trade capture, confirmation, and settlement move across different systems and teams, is where most generic drafts fall apart.

What You Get

• 37 flows across deal origination and execution (M&A advisory, ECM/DCM underwriting and book-building), sales and trading from pre-trade through settlement, research, prime brokerage and wealth/asset management, and enabling functions like client onboarding/KYC, risk, compliance, and operations.
• Every flow staged, with the activities, inputs, and outputs documented for each stage.
• Delivered as native, fully editable PowerPoint shapes, ready to relabel, reroute, or extend for a specific desk, business line, or target operating model.

None of this is proprietary — any experienced COO or banker could sketch the outline — but 37 flows held to one consistent stage definition, spanning banking, trading, and operations without gaps between them, is the part that takes real time to get right.

How It's Used

• Align front-office, middle-office, and operations teams on exactly where a deal or a trade hands off between them, before a target operating model project turns it into a debate.
• Baseline current-state flows for a settlement, onboarding, or trade lifecycle transformation program.
• Brief new analysts and associates on how origination and execution actually connect, faster than a deck built from scratch.
• Reuse as a starting structure for target operating model or org design work spanning banking, trading, and operations.

Built For

Built for investment bank operations, COO office, and target operating model teams, plus consultants who need a credible starting map of banking and trading value streams without reconstructing one from public filings and market commentary.