Getting Started with Calypso

This two-week (half-day) course walks through the basic building blocks on how to navigate through Calypso. The course covers a brief introduction to Calypso Architecture and dives into details of Legal and Static data setup, setup of workflow, and trade lifecycles including trade booking, market data setup, pricing environments, and curves. The course also covers Reporting and use of the Official PL and wraps up with Access Permissions and best practices on data migration and tools. Each session is exercise-based and encourages extensive hands-on practice with assignments during the course.

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

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

For registration or enrollment details, please email: calypso.education@adenza.com

Course date

21 August - 01 September, 2023

Course Duration

4 Hours per day

Course location

Virtual Classroom

Course fee

USD 8,000 (excl. taxes)

Course level

Foundation

Prerequisites:

Knowledge of Capital Markets is preferred, but not required.

Topics Include

Module 1: Calypso Architecture & Static Data Overview

► Introduction to Calypso Architecture
► Reference & Static Data Overview

Module 2: Static Data Setup and Window

► Legal Entity & Trading Book Setup
► Back-Office window – Overview

Module 3: Calypso Workflows and Trade Capture

► Workflows Overview
► Trade Capture – Legacy Screens

Module 4: Transfer and Message Workflows

► Transfer & Message Workflow Processing
► Calypso Settlement Process
► Message Generation & Setup

Module 5: Calypso Front Office Overview

► Pricing & Valuation Framework Overview
► Market Data Setup (Rate Curves, Volatility Surfaces)

Module 6: Pricing Sheet & FO Tools

► Pricing Sheet – Profiles, Strategies & User Preferences
► Front Office Tools

Module 7 & 8: Calypso Risk & Official P&L

► Risk Architecture, Report Configurations
► Official P&L Report Process & Report Configuration

Module 9: Reporting Framework & Task Station

► Calypso Report Generation
► Task Station Overview

Module 10: Access Permissions & Data Uploader

► Access Permissions Overview
► Importing Static & Trade Data

“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 everybody from Adenza 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 Nima and Dominic 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 ‘’

ExpertEase Partners