Provide a detailed job description and performance expectations
2
Introduction to Family Office team and key stakeholders
3
Detailed briefing on Family Office's fixed income strategy
4
Setup of work station and required tech resources, including systems and software tools
5
Training on proprietary research, analysis software and databases
6
Overview of compliance requirements, risk parameters and management guidelines
7
Review of existing portfolios, funds or investment vehicles
8
Introduction to in-house research team and collaboration guidelines
9
Detailed orientation about the client base, their preferences and expectations
10
Understanding risk profile of the clients and guidelines for asset allocation
11
Familiarization with reporting mechanisms and timelines
12
Training on performance measures & benchmarking processes
13
Approval: Manager on the understanding of job role and requirements
14
Attending first few strategy meetings along with senior strategist
15
Insights into ongoing research projects and future plans
16
Give a small presentation on understanding of the job role
17
Approval: Senior Strategist on the presentation
18
Join in the regular meetings with the research team
19
A follow-up meeting to address any questions or further clarification needed
Provide a detailed job description and performance expectations
Compose a comprehensive job description and outline the performance expectations for the role of a Family Office Fixed Income Strategist. This task sets the foundation for the onboarding process by clearly defining the responsibilities and goals of the position. Emphasize the importance of aligning with the organization's strategic objectives, promoting teamwork, and fostering innovation.
Introduction to Family Office team and key stakeholders
Familiarize the new Family Office Fixed Income Strategist with the Family Office team and key stakeholders. Highlight the significance of building strong relationships and effective communication within the organization. Describe the roles and responsibilities of each team member and stakeholder to facilitate collaboration and coordination.
1
John Smith
2
Jane Doe
3
Michael Johnson
Detailed briefing on Family Office's fixed income strategy
Deliver a detailed briefing on the Family Office's fixed income strategy to the new Fixed Income Strategist. Provide insights into the investment philosophy, objectives, and approach. Discuss the risk management framework and performance measurement metrics. Share any proprietary methodologies or tools used in the fixed income strategy.
Setup of work station and required tech resources, including systems and software tools
Ensure the new Family Office Fixed Income Strategist's work station is properly set up with the necessary tech resources. Coordinate the installation and configuration of systems and software tools essential for smooth functioning. Provide guidance on accessing and utilizing the resources effectively.
1
Laptop with required software
2
Access to proprietary databases
3
High-speed internet connection
Training on proprietary research, analysis software and databases
Conduct training sessions to familiarize the new Fixed Income Strategist with the proprietary research, analysis software, and databases utilized by the Family Office. Explain the functionalities, features, and best practices for utilizing these tools effectively. Empower the strategist to gather insights, conduct in-depth analysis, and make informed investment decisions using the available resources.
1
Research software X
2
Database Y
3
Analysis software Z
Overview of compliance requirements, risk parameters and management guidelines
Provide an overview of the compliance requirements, risk parameters, and management guidelines relevant to the Family Office's fixed income strategy. Emphasize the importance of adhering to legal and regulatory frameworks while managing risk and ensuring compliance. Discuss specific policies and procedures related to the fixed income strategy.
Review of existing portfolios, funds or investment vehicles
Review the existing portfolios, funds, or investment vehicles managed by the Family Office with the new Fixed Income Strategist. Provide an overview of the composition, performance, and key metrics of these investments. Discuss any ongoing strategies or adjustments being made and their rationale.
1
Portfolio A
2
Fund B
3
Investment Vehicle C
Introduction to in-house research team and collaboration guidelines
Introduce the new Family Office Fixed Income Strategist to the in-house research team and provide guidelines for collaboration. Emphasize the importance of teamwork, knowledge sharing, and effective communication. Explain the roles and responsibilities of each team member and discuss the guidelines for collaborating on research projects.
1
John Smith
2
Jane Doe
3
Michael Johnson
Detailed orientation about the client base, their preferences and expectations
Provide a detailed orientation to the new Fixed Income Strategist about the Family Office's client base. Discuss the preferences, goals, and expectations of the clients. Highlight the significance of client-centric investment strategies and the importance of understanding client needs for effective portfolio management.
Understanding risk profile of the clients and guidelines for asset allocation
Educate the new Fixed Income Strategist about the risk profile of the clients and provide guidelines for asset allocation. Discuss the risk tolerance levels, investment objectives, and constraints of different client segments. Provide insights into the asset allocation framework and strategies used to align client portfolios with their risk profiles.
Familiarization with reporting mechanisms and timelines
Ensure the new Fixed Income Strategist is familiar with the reporting mechanisms and timelines implemented by the Family Office. Explain the reporting formats, frequency, and key metrics to be included. Discuss the importance of timely and accurate reporting for monitoring investment performance and communicating with clients.
Training on performance measures & benchmarking processes
Provide training on performance measures and benchmarking processes used by the Family Office. Explain the key performance indicators, benchmarks, and evaluation methodologies employed. Discuss the significance of benchmarking to assess investment performance and demonstrate the added value generated through the fixed income strategy.
Approval: Manager on the understanding of job role and requirements
Will be submitted for approval:
Provide a detailed job description and performance expectations
Will be submitted
Attending first few strategy meetings along with senior strategist
Request the new Fixed Income Strategist to actively participate in the first few strategy meetings alongside a senior strategist. Highlight the benefits of observing the decision-making process, discussing investment ideas, and understanding the rationale behind strategic decisions. Encourage the strategist to ask questions and seek clarifications during the meetings.
Insights into ongoing research projects and future plans
Provide insights into the ongoing research projects and future plans of the Family Office. Discuss the areas of focus, key research questions, and expected outcomes. Encourage the new Fixed Income Strategist to contribute ideas and actively engage in the research initiatives to foster creativity and innovation.
Give a small presentation on understanding of the job role
Ask the new Fixed Income Strategist to prepare and deliver a small presentation on their understanding of the job role. This task enables the strategist to demonstrate their comprehension of the responsibilities, strategy, and processes involved. Encourage them to share their insights, proposed improvements, or ideas for enhancing the fixed income strategy.
Approval: Senior Strategist on the presentation
Will be submitted for approval:
Give a small presentation on understanding of the job role
Will be submitted
Join in the regular meetings with the research team
Invite the new Fixed Income Strategist to actively participate in regular meetings with the research team. Encourage the strategist to contribute ideas, share insights, and engage in collaborative discussions. Emphasize the importance of continuous learning, knowledge sharing, and leveraging diverse perspectives to enhance the research and investment processes.
A follow-up meeting to address any questions or further clarification needed
Schedule a follow-up meeting to address any questions or further clarification needed by the new Fixed Income Strategist. Reinforce their understanding of the onboarding process, resolve any concerns, and provide additional guidance, if required. Create a safe and open environment for the strategist to seek clarifications and foster their professional development.
