Templates
Private Equity
Infrastructure Investment Associate Onboarding
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Infrastructure Investment Associate Onboarding

1
Receive company overview and onboarding outline
2
Setup of work station and IT accounts
3
Sign Confidentiality and Non-Disclosure Agreements
4
Undertake Health and Safety training
5
Approval: Health and Safety Training
6
Receive guidance on company policies and procedures
7
Introduction to the companyโ€™s infrastructure investment strategy
8
Meet the infrastructure investment team members
9
Understand the role and responsibilities
10
Approval: Understanding of Role and Responsibilities
11
Receive training on company's investment software and tools
12
Introduction to the process of evaluating and managing infrastructure investments
13
Observe senior associates assessing investment proposals
14
Approval: Understanding of Infrastructure Investment Assessment
15
Receive portfolio of potential investments to review
16
Participate in team meetings and discussions on investments
17
Conduct practice evaluations of investment opportunities with supervision
18
Approval: First Investment Evaluation Practice
19
Begin working on actual investment proposals under guidance
20
Review onboarding process and provide feedback