Provide welcome kit and introduction to ESG principles and company policy
Set up necessary hardware and software for the new hire
Meet the team and key stakeholders
Sign confidentiality and non-disclosure agreements
Provide access to company’s ESG reporting and data systems
Attend detailed training on ESG investing and reporting standards
Understand the responsibilities and tasks with a mentor
Approval: Mentor for effectiveness of initial training
Introduction to company’s current portfolio and ESG scoring model
Train on financial modeling with ESG factors
Read and understand company’s proprietary research and past ESG reports
Get access to sustainability databases and research platforms
Participate in an actual ESG assessment process under supervision
Approval: Supervisor for readiness to perform independent tasks
Introduce to external ESG consultants and partners
Understand regulatory compliance related to ESG private equity
Begin managing own ESG projects under supervision
Sit in an investment committee meeting
Join employee resource groups and initiatives
Approval: HR for conclusion of onboarding process
