Family Office Investment Performance Analyst Onboarding
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Family Office Investment Performance Analyst Onboarding
1
Share the job description and role expectations
2
Schedule initial meeting with supervisor and team
3
Provide Functional and operational overview of the Family office
4
Presentation: Understand the Investment Portfolio
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Schedule meetings with relevant department heads
6
Issue necessary equipment, software and tools
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Tour of the office facility, health and safety regulations briefing
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Provide a copy of company culture, rules and regulations handbook
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Brief: Privacy and Confidentiality obligations
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Approve corporate email setup
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Approval: IT Access Setup
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Train on company's investment strategy and performance metrics
13
Introduction to CRM and portfolio management systems
14
Provide list of resources for job-related enrichment
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Overview of performance deliverables and schedule
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Assign a mentor for further guidance
17
Ensure completion of all HR paperwork
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Schedule induction with HR Department
19
Approval: Manager for Start of Role-Specific Training
Share the job description and role expectations
Introduce the new hire to their role and responsibilities within the Family Office Investment Performance Analyst team. Highlight the importance of their role in analyzing and evaluating investment performance. Explain how this role contributes to the overall success of the family office. Discuss the expectations for performance and outcomes, including accuracy and timeliness of reports and recommendations. Share the job description and ask the new hire to review it and come prepared with any questions or clarifications.
Schedule initial meeting with supervisor and team
Arrange a meeting between the new hire, their supervisor, and the rest of the team. This meeting is an opportunity for the new hire to get to know their supervisor and team members and to discuss their role in more detail. It will also serve as an introduction to the office dynamics and help set the stage for effective collaboration. Schedule the meeting and make sure to include the new hire's calendar availability and preferences.
Provide Functional and operational overview of the Family office
Give the new hire a comprehensive understanding of the functional and operational aspects of the family office. Explain how the office operates, its structure, and the different departments and their roles. Highlight the office's investment philosophy, objectives, and strategies. Introduce the new hire to the office portal or intranet where they can access relevant resources and materials.
Presentation: Understand the Investment Portfolio
Arrange a presentation or training session to help the new hire gain a deep understanding of the family office's investment portfolio. Discuss the different types of investments, their risk profiles, and potential returns. Present case studies that demonstrate successful investment decisions and outcomes. Emphasize the importance of risk management and maintaining a diversified portfolio.
Schedule meetings with relevant department heads
Facilitate meetings between the new hire and the heads of relevant departments. This will allow the new hire to understand each department's role in the investment process and how they contribute to the overall performance of the family office. Schedule these meetings based on the department heads' availability and inform the new hire of the meeting details.
Issue necessary equipment, software and tools
Provide the new hire with the necessary equipment, software, and tools to perform their role effectively. This may include a laptop, access to specific software applications, data analysis tools, and any other resources required for analysis and reporting. Ensure that all equipment is in working order and that the necessary access and permissions have been granted.
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Laptop
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Software Applications
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Data Analysis Tools
Tour of the office facility, health and safety regulations briefing
Arrange a tour of the office facility to familiarize the new hire with their physical workspace, break areas, and other amenities. During the tour, also provide a briefing on the health and safety regulations and protocols in place within the office. Highlight emergency procedures, first aid facilities, and any special precautions or guidelines specific to the office environment.
Provide a copy of company culture, rules and regulations handbook
Share a copy of the company culture, rules, and regulations handbook with the new hire. This handbook serves as a guide to the acceptable behaviors, values, and norms within the family office. Explain the importance of adhering to these guidelines and encourage the new hire to read and familiarize themselves with the content. Ask the new hire to confirm that they have received and read the handbook by filling out the form field below.
Brief: Privacy and Confidentiality obligations
Explain the significance of privacy and confidentiality in the family office context. Discuss the legal and ethical obligations related to handling sensitive financial and personal information. Emphasize the need to maintain strict confidentiality and ensure that the new hire understands the consequences of any breach. Ask the new hire to confirm their understanding of these obligations by filling out the form field below.
Approve corporate email setup
If the new hire does not already have a corporate email, initiate the setup process. Ensure that the email address reflects the new hire's name and role within the family office. If information from a previous form field is required for the email setup, refer to it using {{form.label}}. For example, if the email address is based on the person's full name, use {{form.Full_Name}} to populate the necessary field.
Approval: IT Access Setup
Will be submitted for approval:
Issue necessary equipment, software and tools
Will be submitted
Train on company's investment strategy and performance metrics
Provide comprehensive training on the family office's investment strategy and performance metrics. Explain the underlying philosophy and principles guiding investment decisions. Discuss the key metrics used to evaluate investment performance, such as return on investment (ROI), risk-adjusted returns, and benchmark comparisons. Ensure that the new hire understands how to analyze and interpret these metrics in the context of different investment strategies and objectives.
Introduction to CRM and portfolio management systems
Introduce the new hire to the customer relationship management (CRM) and portfolio management systems used by the family office. Provide an overview of the features and functionalities of these systems. Demonstrate how to enter and retrieve data, generate reports, and track investment performance. Ensure that the new hire has the necessary access and permissions to use these systems.
Provide list of resources for job-related enrichment
Share a curated list of resources, such as books, articles, podcasts, or online courses, that can enhance the new hire's knowledge and skills in the field of investment performance analysis. Encourage the new hire to explore these resources in their own time to further develop their expertise and stay up-to-date with industry trends and best practices.
Overview of performance deliverables and schedule
Provide an overview of the performance deliverables expected from the new hire and the schedule for reporting and analysis. Discuss the types of reports or presentations that need to be prepared, the key data points to be included, and the frequency of reporting. Set clear expectations for timeliness and accuracy. Highlight any challenges that may arise in meeting these expectations and suggest remedies to address them.
Assign a mentor for further guidance
Pair the new hire with an experienced team member who can serve as their mentor. The mentor will provide guidance, support, and coaching to help the new hire navigate their role and the office dynamics. Assigning a mentor will facilitate knowledge transfer and accelerate the new hire's integration into the team. Select a mentor from the team using the form field below.
Ensure completion of all HR paperwork
Ensure that the new hire completes all necessary paperwork and documentation required by the HR department. This includes filling out forms related to employment, benefits, tax withholding, confidentiality agreements, and any other HR-related matters. Monitor the progress of paperwork completion and follow up with the new hire to address any questions or issues that may arise.
Schedule induction with HR Department
Arrange an induction session with the HR department to familiarize the new hire with the office policies, procedures, and administrative processes. This session will cover topics such as leave management, expense reimbursement, performance evaluations, and other HR-related matters. Schedule the induction session and communicate the details to the new hire.
Approval: Manager for Start of Role-Specific Training
Will be submitted for approval:
Train on company's investment strategy and performance metrics
