Templates
Family Office
Family Office Investment Research Associate Onboarding
Family Office Investment Research Associate Onboarding
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Family Office Investment Research Associate Onboarding

1
Prepare onboarding document and job description for employee
2
Review company hierachy and reporting lines
3
Schedule initial meeting with the team
4
Introduction to Family Office operations, systems, and databases
5
Obtain necessary system access for the associate
6
Provide industry-specific research resources and materials
7
Conduct training on investment analysis and reporting
8
Train on portfolio management, alternative investments and asset allocation strategies
9
Run through the risk management processes, procedures and tools
10
Arrange meeting with the investment and client relations teams
11
Assign simple investment research project
12
Review Associate's understanding of the assigned project
13
Approval: Project Understanding
14
Mentor feedback session on the completed research project
15
Approval: Mentor Feedback
16
Conduct team integration activities
17
Discuss long-term development goals and opportunities with management
18
Review job performance expectations
19
Share company’s culture, mission, and values
20
Guide on the professional and ethical standards
21
Arrange meeting with HR for benefits orientation and document completion