Training: Basic financial management and analytics tools
6
Get access to portfolio management system
7
Meet the fund managers
8
Training: Understanding due diligence process
9
Familiarize with compliance and regulatory framework
10
Introduce to existing investment portfolios
11
Discussion with risk management team
12
Approval: Management for access to sensitive financial data
13
Get hands-on experience with reporting tools
14
Mock exercise: Create a risk assessment report
15
Meet with the family members
16
Create a financial report template
17
Present a mock portfolio to the team
18
Attending an investment committee meeting
19
Approval: Compliance officer for handling sensitive information
20
Plan for Regular ongoing training sessions
Set up work email and communication tools
In this task, you will set up your work email and communication tools to ensure efficient communication within the team. This includes creating a new work email account and familiarizing yourself with the communication tools such as Slack or Microsoft Teams. The desired result is to have a functional work email and be able to effectively communicate with team members. Do you have any experience setting up email accounts?
1
Slack
2
Microsoft Teams
3
Other
Introduction to family office structure
Assign a buddy or mentor
Review the Fund of Funds model and strategy
Training: Basic financial management and analytics tools
Get access to portfolio management system
Meet the fund managers
Training: Understanding due diligence process
Familiarize with compliance and regulatory framework
Introduce to existing investment portfolios
Discussion with risk management team
Approval: Management for access to sensitive financial data
Will be submitted for approval:
Get access to portfolio management system
Will be submitted
Get hands-on experience with reporting tools
Mock exercise: Create a risk assessment report
Meet with the family members
Create a financial report template
Present a mock portfolio to the team
Attending an investment committee meeting
Approval: Compliance officer for handling sensitive information
Will be submitted for approval:
Familiarize with compliance and regulatory framework
