Complete initial paperwork for the company records
2
Attend introductory company orientation
3
Approval: Orientation completion
4
Undergo a overview session about Commercial Mortgage-Backed Security
5
Meet with immediate team members and supervisor
6
Deployment of required software tools and systems on work systems
7
Approval: Software setup
8
Begin familiarization with company policies and protocols
9
Receive in-depth training on deal structuring
10
Attend training sessions on risk management
11
Approval: Completion of risk management training
12
Undergo training on data analysis and report creation
13
Learn about company-specific software tools
14
Brainstorm and discuss past case studies with mentors
15
Approval: Review of past case studies
16
Initiate on the job training with supervised tasks
17
Understand the communication policy with clients
18
Approval: Understanding of client communication policy
19
Finalise training by submitting a sample analysis report
20
Approval: Sample report submission
Complete initial paperwork for the company records
This task involves completing the necessary paperwork for the company records. It is important to ensure that all required documents are submitted accurately and in a timely manner. The completion of this task will contribute to the smooth onboarding process for the Commercial Mortgage-Backed Security Analysts. Do you have any questions or concerns regarding the paperwork? Are there any challenges you foresee in completing this task? What resources or tools do you need to complete this task?
Attend introductory company orientation
In this task, you will attend an introductory company orientation. This orientation session will provide you with an overview of the company, its mission, values, and goals. You will also get acquainted with the company's culture and meet key personnel from different departments. The orientation will help you get a better understanding of the company and its operations. What are you looking forward to the most in the company orientation? Is there anything specific you would like to learn or discuss during the session? Do you have any questions or concerns?
1
Option 1
2
Option 2
3
Option 3
Approval: Orientation completion
Will be submitted for approval:
Attend introductory company orientation
Will be submitted
Undergo a overview session about Commercial Mortgage-Backed Security
This task involves attending a comprehensive overview session about Commercial Mortgage-Backed Security (CMBS). This session will provide you with an understanding of CMBS and its role within the financial industry. You will learn about the key components, structure, and participants involved in CMBS transactions. Additionally, the session will cover the benefits and potential risks associated with CMBS. What are you hoping to gain from this overview session? Do you have any prior knowledge or experience with CMBS? Are there any specific questions you have regarding CMBS?
Meet with immediate team members and supervisor
In this task, you will have the opportunity to meet with your immediate team members and supervisor. This meeting will facilitate introductions and allow you to establish working relationships with your colleagues. Additionally, you will have the chance to discuss expectations, responsibilities, and any specific training needs you may have. The meeting will help create a supportive work environment and foster effective collaboration. What are you looking forward to the most in this meeting? Is there anything specific you would like to discuss or ask your team members or supervisor? Are there any concerns you would like to address?
Deployment of required software tools and systems on work systems
This task involves the deployment of the required software tools and systems on your work systems. It is important to ensure that the necessary software is installed and configured correctly to support your job functions. The completion of this task will enable you to effectively use the software tools and systems required for your role. Do you need any assistance or training in deploying the software tools? Are there any challenges or concerns you foresee in this process? What resources or tools do you need to complete this task?
1
Tool 1
2
Tool 2
3
Tool 3
4
Tool 4
5
Tool 5
Approval: Software setup
Will be submitted for approval:
Deployment of required software tools and systems on work systems
Will be submitted
Begin familiarization with company policies and protocols
In this task, you will begin the process of familiarizing yourself with the company's policies and protocols. It is important to understand and adhere to these policies and protocols to ensure compliance and maintain a productive work environment. The completion of this task will contribute to your overall understanding of the company's operations and expectations. What is your approach to familiarizing yourself with new policies and protocols? Do you have any questions or concerns about specific policies or protocols? What resources or tools do you need to complete this task?
1
Read employee handbook
2
Attend policy training session
3
Review code of conduct
4
Sign policy acknowledgment forms
5
Complete compliance quiz
Receive in-depth training on deal structuring
This task involves receiving in-depth training on deal structuring. Deal structuring is a critical aspect of the Commercial Mortgage-Backed Security Analyst role, and this training will provide you with the knowledge and skills required to analyze and structure complex deals. The completion of this task will enhance your ability to assess risks, evaluate financial models, and develop effective deal structures. Do you have any prior experience or knowledge in deal structuring? What specific areas or concepts would you like to focus on during the training? Do you have any questions or concerns?
Attend training sessions on risk management
In this task, you will attend training sessions on risk management. Risk management is a crucial aspect of the Commercial Mortgage-Backed Security Analyst role, and these sessions will equip you with the skills to identify, assess, and mitigate risks associated with CMBS transactions. The completion of this task will enhance your ability to make informed decisions, evaluate risk-reward trade-offs, and implement risk management strategies. What do you hope to gain from the risk management training sessions? Do you have any prior knowledge or experience in risk management? Are there any specific areas or topics you would like to explore further?
1
Technique 1
2
Technique 2
3
Technique 3
4
Technique 4
5
Technique 5
Approval: Completion of risk management training
Will be submitted for approval:
Attend training sessions on risk management
Will be submitted
Undergo training on data analysis and report creation
Data analysis and report creation play a vital role in your position as a Commercial Mortgage-Backed Security Analyst. In this task, you will undergo training focused on data analysis techniques, tools, and best practices. You will learn how to collect, analyze, and interpret data to extract valuable insights and support decision-making processes. Additionally, you will gain expertise in creating comprehensive reports to communicate key findings effectively. Are you excited to unlock the power of data analysis and reporting?
1
Microsoft Excel
2
Tableau
3
R
4
Python
5
Other (please specify)
Learn about company-specific software tools
We utilize various company-specific software tools to streamline our operations and enhance productivity. As a Commercial Mortgage-Backed Security Analyst, it is crucial for you to be familiar with these tools. In this task, you will receive comprehensive training on company-specific software tools relevant to your role. This training will empower you to navigate these tools confidently and leverage their capabilities to drive efficiency and accuracy. Are you excited to explore our software ecosystem?
1
CRM Software
2
Portfolio Management Software
3
Document Management Software
4
Data Visualization Software
5
All of the above
Brainstorm and discuss past case studies with mentors
Gaining insights from past case studies is invaluable to enhance your analytical skills and decision-making abilities. In this task, you will engage in brainstorming and discussions with experienced mentors. Together, you will analyze and evaluate past case studies related to commercial mortgage-backed securities. This process will provide you with a deeper understanding of the complexities, challenges, and success factors associated with CMBS. Are you excited to learn from the experiences of our mentors?
1
Large Retail Complex
2
Office Building Refinancing
3
Hotel Renovation Project
4
Mixed-Use Development
5
All of the above
Approval: Review of past case studies
Will be submitted for approval:
Brainstorm and discuss past case studies with mentors
Will be submitted
Initiate on the job training with supervised tasks
In this task, you will begin your on-the-job training journey by engaging in supervised tasks. Under the guidance and supervision of experienced professionals, you will get hands-on experience in working with commercial mortgage-backed securities. These supervised tasks will provide you with real-world exposure and help you develop the necessary skills and expertise. Are you ready to kickstart your practical learning experience?
Understand the communication policy with clients
Effective communication is vital when dealing with clients in the commercial mortgage-backed securities industry. In this task, you will learn about our communication policy with clients to ensure clear and professional interactions. Understanding the dos and don'ts of client communication will foster trust, transparency, and strong relationships. Do you have any prior experience with client communication? Let's explore the best practices together!
Approval: Understanding of client communication policy
Will be submitted for approval:
Understand the communication policy with clients
Will be submitted
Finalise training by submitting a sample analysis report
Congratulations! You have reached the final step of your training as a Commercial Mortgage-Backed Security Analyst. In this task, you will showcase your learning and skills by submitting a sample analysis report. This report should demonstrate your ability to analyze relevant data, draw meaningful conclusions, and communicate your findings effectively. Your completed report will be reviewed by your supervisor and mentors. Are you ready to put your training into action and showcase your talents?
Approval: Sample report submission
Will be submitted for approval:
Finalise training by submitting a sample analysis report