Templates
Hedge Fund
Hedge Fund Quantitative Trader Onboarding
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Hedge Fund Quantitative Trader Onboarding

1
Provide relevant educational and work experience documents
2
Fill out the necessary employment forms
3
Setup credentials for company software and systems
4
Attend an introductory seminar on hedge fund trading
5
Meet the team members and familiarize with their respective capacities
6
Approval: HR for Document Verification
7
Provide Financial Conduct Authority (FCA) certification if applicable
8
Receive company policies and compliance procedures handbook
9
Undergo compliance and ethics training
10
Approval: Compliance Officer for Compliance Training Completion
11
Receive introduction to the portfolio
12
Complete risk management training
13
Approval: Risk Management Team for Training Completion
14
Familiarize with the company's trading systems
15
Conduct a few sample trades under supervision
16
Approval: Trading Supervisor for Sample Trades Completion
17
Understand the structure of the funds being traded
18
Start working on a mock project to understand the practical aspects
19
Approval: Portfolio Manager for Mock Project Completion
20
Attend a final briefing and Q&A session
21
Begin professional duties as a hedge fund quantitative trader