Sign off on hiring paperwork and employment agreement
2
Set up the new hire orientation meeting
3
Issue company credentials (laptop, email, ID card)
4
Install required development and research tools on the new hire's laptop
5
Allocate desk space
6
Approval: Facilities Manager
7
Introduce to the team and key contacts
8
Inform about the company policies and procedures
9
Provide introduction and training on quant analysis and tools used by the team
10
Enroll in training sessions for financial modeling
11
Set first project assignment
12
Approval: Direct Line Manager
13
Provide overview of Hedge Fund strategies and implementation
14
Review and clarify role and performance expectations
15
Assign a mentor/buddy
16
Receive Compliance Training
17
Approval: Compliance Officer
18
Provide access to historical data, tools and resources to perform tasks
19
Schedule regular check-ins with the line manager and team
20
Review and familiarize with company's investment philosophy and strategies
Sign off on hiring paperwork and employment agreement
Review and sign off on all necessary hiring paperwork and the employment agreement. This task ensures that all legal requirements are fulfilled before the new hire officially joins the company.
1
Not Reviewed
2
In Progress
3
Completed
Hiring Paperwork and Employment Agreement
Set up the new hire orientation meeting
Schedule and coordinate the new hire orientation meeting to provide an overview of the company, its culture, and the role of a hedge fund quantitative researcher. This task helps the new hire feel welcomed and informed about the company.
Issue company credentials (laptop, email, ID card)
Provide the new hire with the necessary company credentials, including a laptop, email account, and ID card, to ensure they have the tools and access required for their role as a hedge fund quantitative researcher.
Install required development and research tools on the new hire's laptop
Install the necessary development and research tools on the new hire's laptop to facilitate their work as a hedge fund quantitative researcher. This task ensures that the new hire has the appropriate software and tools to perform their tasks effectively.
1
Python IDE
2
Data Analysis Software
3
Version Control System
4
Quantitative Analysis Tools
5
Database Management Software
Allocate desk space
Assign a dedicated desk space to the new hire to provide them with a comfortable and organized work environment.
Approval: Facilities Manager
Introduce to the team and key contacts
Introduce the new hire to the team members and key contacts within the organization. This task fosters collaboration and helps the new hire establish professional relationships.
Inform about the company policies and procedures
Provide the new hire with information about the company's policies and procedures, including ethics, confidentiality, code of conduct, and data security. This task ensures that the new hire understands and complies with the company's policies.
1
Ethics
2
Confidentiality
3
Code of Conduct
4
Data Security
Provide introduction and training on quant analysis and tools used by the team
Introduce the new hire to quantitative analysis and provide training on the tools and techniques used by the team. This task equips the new hire with the necessary knowledge and skills to perform quantitative research effectively.
1
Quantitative Analysis Basics
2
Statistical Analysis Techniques
3
Data Visualization Tools
4
Algorithmic Trading Strategies
Enroll in training sessions for financial modeling
Ensure that the new hire enrolls in training sessions for financial modeling to enhance their skills and knowledge in this area. This task promotes continuous learning and development.
Set first project assignment
Assign the new hire their first project to start applying their skills and contribute to the team's research efforts. This task provides the new hire with a sense of purpose and responsibility.
Approval: Direct Line Manager
Provide overview of Hedge Fund strategies and implementation
Offer an overview of hedge fund strategies and their implementation to familiarize the new hire with the primary investment approach of the company. This task provides context and enhances their understanding of the investment process.
Review and clarify role and performance expectations
Review and clarify the role and performance expectations with the new hire to ensure alignment and clarity. This task sets the foundation for effective performance management and goal setting.
Assign a mentor/buddy
Assign a mentor or buddy to the new hire to provide guidance, support, and facilitate their integration into the team and organization. This task fosters relationship building and knowledge sharing.
Receive Compliance Training
Provide compliance training to the new hire to ensure they understand and adhere to regulatory requirements and industry standards. This task promotes ethical conduct and risk mitigation.
Approval: Compliance Officer
Provide access to historical data, tools and resources to perform tasks
Grant the new hire access to relevant historical data, tools, and resources necessary to perform their tasks effectively. This task ensures that the new hire has the required information and tools to conduct their research and analysis.
1
Historical Data Repository
2
Research Tools
3
Analytical Software
Schedule regular check-ins with the line manager and team
Establish a schedule for regular check-ins between the new hire, their line manager, and the team to provide guidance, feedback, and address any questions or concerns. This task promotes open communication and ensures ongoing support.
1
Weekly
2
Bi-weekly
3
Monthly
Review and familiarize with company's investment philosophy and strategies
Review and familiarize the new hire with the company's investment philosophy and strategies to align their approach with the organization's goals. This task ensures a common understanding and promotes consistency in decision-making.
