Templates
Hedge Fund
Hedge Fund Senior Associate Onboarding
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Hedge Fund Senior Associate Onboarding

1
Receive formal job offer
2
Sign and return formal job offer
3
Receive Onboarding Pack
4
Review Onboarding Pack
5
Approval: Review Onboarding Pack
6
Completion of paperwork including tax forms, confidentiality agreements, and benefits enrollment forms
7
Set up company email and IT systems
8
Set up workstation and pertinent software
9
Orientation meeting with HR
10
Introduction meeting with team
11
Obtain security access and IDs
12
Review company's policies and procedures
13
Approval: Review Company's Policies
14
Initial training sessions for job-specific tasks and functions
15
Participate in team meetings and calls
16
Review performance expectations and job responsibilities
17
Approval: Review Performance Expectations
18
Begin working on initial assignments
19
Follow-up meeting with supervisor
20
Follow-up meeting with HR to address any questions or issues