Capital Markets BA Series · Field Guide

SQL Mastery
for Capital Markets
Business Analysts

Querying trade, position, risk, and reference data with confidence — a practical, interview-ready reference that takes you from a single SELECT to reconciliation engines, P&L roll-ups, and the query patterns that separate a competent analyst from an indispensable one.

5 Parts 20 Chapters Real Capital Markets Schema SQL Interview Prep

What's Inside

Twenty chapters, one consistent schema.

Every example is built on one deliberately realistic trading data model — security master, trades, positions, books, desks, counterparties, prices, FX rates, and daily P&L — so the queries read like the questions you'll actually be asked on the desk.

Part I · Foundations

  • 01Why SQL Is Non-Negotiable for Capital Markets BAs
  • 02The Data You Will Query: A Capital Markets Schema
  • 03SELECT: Reading the Tape
  • 04WHERE: Slicing the Book
  • 05Sorting and Limiting

Part II · Combining & Summarizing Data

  • 06Joins: Stitching Trades to Reference Data
  • 07Aggregation and GROUP BY
  • 08HAVING vs WHERE

Part III · Analytical SQL

  • 09Window Functions: The Analyst's Power Tool
  • 10Common Table Expressions
  • 11Subqueries and EXISTS

Part IV · The Capital Markets Toolkit

  • 12Dates, Settlement Cycles, and Calendars
  • 13Multi-Currency: FX Conversion to a Base
  • 14P&L Attribution and Position Roll-Ups
  • 15Reconciliation and Break Detection
  • 16Counterparty Exposure and Risk Aggregation

Part V · Quality, Performance & the Interview

  • 17Data Quality and Validation Queries
  • 18Performance Awareness for BAs
  • 19The SQL Interview: Patterns and Walkthroughs
  • 20A Business Analyst's SQL Checklist

Who This Is For

Built for the seat between the desk and the data.

BA

Capital Markets Business Analysts

Translate a trading-desk question into a correct, defensible query — and get believed.

FO

Front Office Business Analysts

Speak the language of trades, positions, and P&L fluently in live conversations.

TT

Trading Technology Professionals

Reason about grain, joins, and reconciliation the way production systems do.

IB

Investment Banking Technology

Pull, pivot, and validate exposure and volume for institutional reporting.

RR

Risk & Regulatory Professionals

Surface breaks and data-quality issues before stakeholders ever see them.

FS

Financial Services Consultants

Walk into a SQL screen and recognize the pattern behind every question.

Save with the Bundle

SQL Professional Bundle

Pair this guide with the complete SQL Mastery Guide and get both books at one discounted price — the capital-markets field guide plus the full end-to-end SQL reference.

  • SQL Mastery for Capital Markets Business Analysts ($39.99)
  • SQL Mastery Guide ($34.99)
$59.99
$74.98 value
Save $14.99 Get the Bundle →

Ready When You Are

Query trade data like an indispensable analyst.

Instant PDF download after purchase. One-time payment, yours to keep.

$39.99 One-time purchase
Get This Guide →