Cybersecurity for Portfolio Managers

Portfolio managers are in a unique position when it comes to preparing for and advising on risk management as it relates to cybersecurity. As a consultant for individual and institutional investors, you have the responsibility of not only improving investment performance of multiple portfolios, but also ensuring that all investor data, and dollars, remain secure from threat actors. Moreover, advisors should possess a strong understanding of identification and the material impact of events such as data breaches at the firm or invested companies have on client assets.

By providing fundamental cybersecurity training for portfolio managers and advisors, they can be better equipped with the knowledge and skills needed to be a strategic business partner within their firm and with clients.

CyberVista is developing a new 100% online cybersecurity training course for portfolio managers and financial advisors that will be available in the coming months. If this is in alignment with your organization’s long term goals, be the first to know about its release by signing up for our product development updates.

  • This program is a role-based training, comprehensive course that acts as a precursor to the Critical Knowledge training program. This course covers fundamental cybersecurity concepts and skills relevant to the day-to-day management and responsibilities of portfolio managers and other related financial services roles.

    While detailed specifics will be available soon, this course will be delivered 100% online and will be available through On-Demand or Live Online delivery, with a host of other tools and resources housed within CyberVista’s online platform.

  • This course is designed to train Portfolio Managers of all experience levels that are currently responsible for tasks or subject areas that are cybersecurity-related in their nature. The following job titles are also likely covered within the subject matter of this program:

    • Investment Managers
    • Wealth Managers
    • Asset Managers
    • Financial Advisors
  • Organizations participating in this offering will experience the following major benefits:

    • Efficiently improve knowledge, skills, and abilities related to day-to-day auditing duties
    • Mitigate immediate weaknesses across critical cybersecurity knowledge and skill areas
    • Be a strategic partner and advisor on financial and correlated cyber risks that can directly impact client investments

Interested?
Sign up for program updates.

THIS OFFERING INCLUDES

An intelligent solution.

Diagnostic Assessment

Easily administer a diagnostic assessment is used to determine each team member’s strengths and weaknesses.

CyberVista Advance Screenshot

Video Lessons

Engage with introductory videos, modular lessons, and lab walk-through videos.

Kali Linux

Practical Labs

When only practical experience will suffice, work through lab exercises to reinforce real-world skills applications.

Final Assessment

Participants conclude training with a final assessment to determine improvement across knowledge and skills.

Final Workforce Analysis

Receive valuable workforce and cybersecurity insights based on team performance.

Course content

SOC Org & Processes

01. SOC Organization & Processes

Learners will understand the roles and responsibilities of both the SOC and the SOC analysts within an organization.

  • This unit covers the SOC as a whole along with the roles and responsibilities of SOC analysts (by tiers) and other related teams.

Threats & Vuln

02. Threats & Vulnerability Analysis

Learners will be able to conduct vulnerability assessment and analysis, threat research, and establish known-good and known-bad network baselines.

  • This unit teaches how to conduct a vulnerability assessment, how to analyze the results of the assessment, and how to conduct further research based on findings (e.g., relevant threat actors, known signatures, etc.).

Device Log

03. Device Log Analysis

Learners will understand the importance and mechanisms of device logs, be able to conduct log analysis, and create scripts to automate analysis.

  • This unit covers how to find the logs on a machine (both Windows and Linux), analyze the logs for any suspicious activity, create alert triggers for IDS technologies, and create basic scripts in bash/PowerShell and Python for automation strategies.

Comp Org.

04. Comprehensive Org. Event Correlation

Learners will understand the purpose and application of SIEMs, conduct analysis of SIEM results, correlate multiple network events, and detect evidence of post-attack strategies.

  • This unit covers an introduction to SIEMs, exposure to a SIEM interface, and tools/techniques to analyze SIEM results.

PCAP

05. PCAP Analysis

Learners will be able to capture live traffic and conduct analysis on captured packets for indicators of network attacks.

  • This unit covers how to create PCAP files, and the different analysis techniques used to identify network attacks.

Incident Response

06. Incident Response

Learners will understand the Incident Response phases and determine indicators of compromise for given incidents.

  • This unit gives the students a taste of incident handling and provides further practice of PCAP/Log analysis.


“We had excellent help from the account management to the instructors — a great experience all around. Really great business and people.”

Director of SOC, Fortune 100 Retail Company

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