Setup necessary hardware and software on workstation
5
Introduction to Reporting Manager
6
Approval: Reporting Manager
7
Enroll in Equity Research Training, if not completed
8
Go through Company's policies and protocols relating to analysis
9
Review existing portfolio and recent research reports
10
Approval: Portfolio Review
11
Training on company's equity research software and tools
12
Meeting with the Equity research team
13
Allocate first assignment/project
14
Observation and feedback session with the senior analyst
15
Approval: First Assignment
16
Introduction to other departments and company-wide meetings
17
Completion of all the required company trainings
Provide Employment Documentation
This task is crucial for ensuring that all necessary employment documentation is provided. The completion of this task will have a direct impact on the onboarding process, ensuring that the new hire has all the required documents for employment. Have you gathered all the necessary employment documentation? If not, please provide the missing documents.
1
Resume
2
Cover Letter
3
Reference Letters
4
Educational Certificates
5
Identification Documents
Receive Company ID and access cards
In this task, the new hire will be provided with their company ID and access cards. These are essential for accessing the company premises and facilities. The completion of this task will ensure that the new hire has the necessary means to enter the workplace. Have you received your company ID and access cards? If not, please inform the relevant team to provide them.
Assign workspace
This task involves assigning a workspace to the new hire. A suitable workspace will be allocated to ensure a comfortable and productive work environment. The completion of this task will provide the new hire with a designated workspace. Have you been assigned a workspace? If not, please inform the relevant team to assign one.
Setup necessary hardware and software on workstation
This task focuses on setting up the required hardware and software on the new hire's workstation. It ensures that the necessary tools and technologies are available for their work. The completion of this task will enable the new hire to start using their workstation efficiently. Have you set up the necessary hardware and software on your workstation? If not, please follow the instructions provided.
1
Desktop Computer
2
Laptop
3
Monitor
4
Keyboard
5
Mouse
1
Microsoft Office Suite
2
Equity Research Software
3
Data Analysis Tools
4
Communication Tools
5
Project Management Software
Introduction to Reporting Manager
This task involves introducing the new hire to their reporting manager. It ensures that the new hire is aware of their direct supervisor and understands their role in the onboarding process. The completion of this task will provide the new hire with guidance and support from their reporting manager. Have you been introduced to your reporting manager? If not, please reach out to the relevant team for an introduction.
Approval: Reporting Manager
Will be submitted for approval:
Introduction to Reporting Manager
Will be submitted
Enroll in Equity Research Training, if not completed
This task focuses on enrolling the new hire in equity research training, if they have not already completed it. The training will provide them with the necessary knowledge and skills for their role as an equity research analyst. The completion of this task will ensure that the new hire is prepared for their responsibilities. Have you completed the equity research training? If not, please enroll in the training program.
1
Completed
2
Not Completed
Go through Company's policies and protocols relating to analysis
In this task, the new hire will go through the company's policies and protocols relating to analysis. This will provide them with a comprehensive understanding of the guidelines and procedures they need to follow in their role. The completion of this task will ensure compliance with the company's standards. Have you gone through the company's policies and protocols relating to analysis? If not, please review the provided documents.
1
Code of Ethics
2
Confidentiality Policy
3
Data Security Policy
4
Conflict of Interest Policy
5
Compliance with Regulatory Standards
Review existing portfolio and recent research reports
This task involves reviewing the existing portfolio and recent research reports. It enables the new hire to familiarize themselves with the company's current projects and ongoing research activities. The completion of this task will provide them with valuable insights into the company's work. Have you reviewed the existing portfolio and recent research reports? If not, please take the time to review the provided materials.
1
Portfolio analysis
2
Recent research report 1
3
Recent research report 2
4
Recent research report 3
5
Recent research report 4
Approval: Portfolio Review
Will be submitted for approval:
Review existing portfolio and recent research reports
Will be submitted
Training on company's equity research software and tools
This task involves providing training on the company's equity research software and tools. It ensures that the new hire is proficient in using the necessary software and tools for their role. The completion of this task will enable the new hire to utilize the software and tools effectively. Have you received training on the company's equity research software and tools? If not, please attend the scheduled training sessions.
1
Equity Research Software Basics
2
Data Analysis Tools
3
Financial Modeling Techniques
4
Industry-specific Tools
5
Research Report Generation
Meeting with the Equity research team
In this task, the new hire will have a meeting with the equity research team. It provides an opportunity to meet and interact with team members, fostering collaboration and building relationships. The completion of this task will integrate the new hire into the team. Have you had a meeting with the equity research team? If not, please schedule a meeting with the team.
Allocate first assignment/project
This task involves allocating the first assignment or project to the new hire. It provides them with hands-on experience and demonstrates their capabilities. The completion of this task will give the new hire a tangible task to work on. Have you been allocated your first assignment/project? If not, please reach out to your reporting manager for assignment.
Observation and feedback session with the senior analyst
In this task, the new hire will have an observation and feedback session with a senior analyst. It allows the new hire to observe the work process and receive guidance from an experienced professional. The completion of this task will enhance their learning and skill development. Have you had an observation and feedback session with a senior analyst? If not, please schedule a session with the assigned senior analyst.
Approval: First Assignment
Will be submitted for approval:
Allocate first assignment/project
Will be submitted
Introduction to other departments and company-wide meetings
This task involves introducing the new hire to other departments and company-wide meetings. It provides them with a broader understanding of the company's operations and promotes cross-functional collaboration. The completion of this task will foster teamwork and networking. Have you been introduced to other departments and attended company-wide meetings? If not, please reach out to the relevant team for introductions and meeting schedules.
1
Finance
2
Marketing
3
Operations
4
Human Resources
5
Legal
Completion of all the required company trainings
This task focuses on completing all the required company trainings. It ensures that the new hire has received the necessary training to perform their job effectively. The completion of this task will indicate their readiness for independent work. Have you completed all the required company trainings? If not, please check the provided training schedule and complete any outstanding trainings.
