Provide Orientation on Asset Management Activities
2
Setup Employee System and Security Access
3
Guide Through the Org Structure and Reporting Mechanism
4
Introduction to Key Team Members
5
Understanding of Asset Management Software
6
Training: Proper Documentation and Compliance Laws
7
Deep Dive into Industry Standards and Regulations
8
Reviewing Company Policies
9
Knowledge Transfer: Analyzing and Evaluating Investment Opportunities
10
Training: Preparing Management Reports
11
Providing Investments related Educational Resources
12
Assigning Mentor for Further Support
13
Start with a Small Project for Understanding
14
Approval: Manager for Project Completion
15
Feedback and Improvement Suggestions
16
Training: Communicating with Clients and Stakeholders
17
Guide Through Office Emergency Procedures and Exit Routes
Provide Orientation on Asset Management Activities
Welcome to your new role as an Asset Management Analyst! This task is designed to provide you with a comprehensive orientation on the various activities involved in asset management. By the end of this task, you will have a clear understanding of the role's responsibilities, the impact of asset management on the organization's success, and the desired outcomes to achieve. Additionally, you will gain insights into the know-how, potential challenges, and their remedies, as well as the required resources or tools to effectively perform your role.
1
Equities
2
Fixed Income
3
Real Estate
4
Infrastructure
5
Private Equity
Setup Employee System and Security Access
In order to start your role as an Asset Management Analyst, it is essential to set up your employee system and ensure that you have the necessary security access to the required tools and data. By completing this task, you will be able to access the key systems and platforms that are crucial for your daily tasks and responsibilities.
Employee System Access Request
1
Two-factor authentication
2
Regular password changes
3
Access restriction based on job roles
4
Regular security awareness training
5
Encryption of sensitive data
Guide Through the Org Structure and Reporting Mechanism
Introduction to Key Team Members
Understanding of Asset Management Software
Training: Proper Documentation and Compliance Laws
Deep Dive into Industry Standards and Regulations
Reviewing Company Policies
Knowledge Transfer: Analyzing and Evaluating Investment Opportunities
Training: Preparing Management Reports
Providing Investments related Educational Resources
Assigning Mentor for Further Support
Start with a Small Project for Understanding
Approval: Manager for Project Completion
Will be submitted for approval:
Start with a Small Project for Understanding
Will be submitted
Feedback and Improvement Suggestions
Training: Communicating with Clients and Stakeholders
Guide Through Office Emergency Procedures and Exit Routes
