Provide an introduction to the portfolio analytics team and their roles
Provide a detailed outline on the role of a Portfolio Analytics Specialist
Set up employee's workstation and necessary tools
Provide necessary data analytics software training
Introduce new hire to the current portfolio analytics processes
Assign a mentor for initial guidance
Give overview of the company's investment portfolios
Provide training on how to analyze portfolio performance
Discuss company standards for report generation
Demonstrate how to use portfolio analytics models
Give training on risk and return analysis
Demonstrate the process of portfolio optimization
Project assignment to practice learned skills
Review of Project assignment by mentor
Approval: Mentor for Project assignment
Sharing any additional resources required for continuous learning
Introduction to other departments for better collaboration
Provide training on client communication skills
Approval: Manager for overall onboarding process completion
