Derivatives Structurer Onboarding Introduction Meeting
In this task, the new derivatives structurer will have an introductory meeting to learn about the onboarding process. This meeting serves as an opportunity to understand the expectations, goals, and objectives of the role. It will also provide an overview of the tasks and activities involved in the onboarding process. The desired result is for the new derivatives structurer to have a clear understanding of what is expected of them during the onboarding phase. Do you have any questions or concerns about this task? How do you think this meeting will contribute to your success in this role?
Providing Job Description and Responsibilities Document
In this task, the derivatives structurer will be provided with a detailed job description and responsibilities document. This document outlines the specific roles, responsibilities, and expectations associated with the derivatives structurer position. By reviewing this document, the new derivatives structurer will have a comprehensive understanding of their job duties and what is expected of them. It also serves as a reference guide throughout their onboarding process. What aspects of the job description are you most excited about? Is there anything you would like more clarification on?
Tour of Working Environment
During this task, the new derivatives structurer will be given a tour of the working environment. This tour will familiarize them with the different departments, facilities, and resources available within the organization. It will also provide an opportunity to meet and connect with colleagues in various teams. The objective is to ensure that the new derivatives structurer feels comfortable and confident navigating their workplace. Are there any specific areas or departments that you are interested in exploring? How do you think getting familiar with the working environment will contribute to your overall success?
Introduction to the Derivatives Teams
In this task, the new derivatives structurer will be introduced to the derivatives teams. They will have the opportunity to meet team members, understand their roles, and learn how they collaborate on derivative projects. This introduction aims to foster teamwork, collaboration, and effective communication among team members. How do you think building relationships with the derivatives teams will enhance your ability to perform as a derivatives structurer? What are some common challenges faced by derivatives teams that you think should be addressed?
Overview of Derivatives Contracts and Products
During this task, the new derivatives structurer will receive an overview of derivatives contracts and products. They will learn about the different types of derivatives, their characteristics, and how they can be utilized in various financial transactions. This session will provide the necessary knowledge to understand the context and purpose of derivative structuring. What interests you the most about derivatives contracts and products? How do you think this overview will contribute to your understanding of derivative structuring?
IT setup for Derivatives Structurer
In this task, the IT setup for the derivatives structurer will be arranged. This includes providing the necessary hardware, software, and access to relevant systems and tools required for performing the job. The objective is to ensure that the new derivatives structurer has a fully functional IT setup to carry out their responsibilities effectively. Do you have any specific requirements or preferences regarding your IT setup? Is there any additional software or tools that you believe would be helpful in your role?
Approval: IT Supervisor for Software Proficiency
Legal and Compliance Training
In this task, the new derivatives structurer will undergo legal and compliance training. They will learn about the legal and regulatory framework governing derivative transactions. This training is essential to ensure adherence to legal and compliance requirements in derivative structuring activities. How do you think this training will impact your understanding of legal and compliance aspects related to derivatives? Are there any specific areas within legal and compliance that you would like to explore further?
Approval: Legal and Compliance Officer
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Legal and Compliance Training
Will be submitted
Affidavit Submission for Confidentiality and Non-Disclosure Agreement
During this task, the new derivatives structurer will be required to submit an affidavit acknowledging their agreement to maintain confidentiality and adhere to non-disclosure policies. This affidavit ensures the protection of sensitive and proprietary information related to derivatives structuring. What measures do you plan to take to ensure compliance with the confidentiality and non-disclosure agreements? How would you handle situations where you encounter potential confidentiality breaches?
Risk Management Training
In this task, the new derivatives structurer will receive training on risk management in derivative structuring. They will learn about the different types of risks associated with derivative transactions and strategies to mitigate and manage these risks. This training equips the derivatives structurer with the knowledge and skills necessary to identify and address potential risks effectively. How do you think risk management training will enhance your ability to analyze and structure derivatives? What are some risk management strategies you are familiar with?
Approval: Risk Manager for Risk Management Training
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Risk Management Training
Will be submitted
Exposure to Mock Derivative Structuring Scenarios
During this task, the new derivatives structurer will be exposed to mock derivative structuring scenarios. They will have the opportunity to practice applying their knowledge and skills in a simulated environment. This exposure allows them to gain hands-on experience and develop confidence in structuring derivatives. What aspects of derivative structuring do you find most challenging? How do you plan to leverage this exposure to improve your ability to handle real derivative structuring scenarios?
Attending Real-time Derivative Structuring Meetings
In this task, the new derivatives structurer will attend real-time derivative structuring meetings. They will observe and participate in discussions related to actual derivative structuring projects. This experience provides valuable insights into the dynamics and complexities of derivative structuring in a live setting. How do you plan to actively engage and contribute during these meetings? What are some key takeaways you hope to gain from attending these real-time derivative structuring meetings?
Knowledge Sharing Sessions with Seniors and Experienced Peers
During this task, the new derivatives structurer will participate in knowledge-sharing sessions with seniors and experienced peers. These sessions provide an opportunity to learn from the expertise and experiences of more seasoned professionals in derivative structuring. The goal is to accelerate the learning curve and foster professional growth. What questions or topics would you like to discuss during these knowledge-sharing sessions? How do you plan to make the most out of these interactions with seniors and experienced peers?
Approval: Human Resources for Onboarding Process
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Task Completion, Feedback and Performance Evaluation
Will be submitted
