Provide Introduction to Institutional Structured Products
2
Assign Mentor for guidance
3
Share Employee Handbook and Policies
4
Provide Training on Institutional Structured Products
5
Approval: Manager for Completed Training
6
Orientation on Institutional Product Portfolio
7
Setup Workstation and Tools
8
Set up access to relevant data systems
9
Provide training on data analysis tools
10
Approval: IT Department for System Setup
11
Meet with the Institutional Product Team
12
Overview of the Institutional Client Base
13
Introduction to Risk Management Principles
14
Approval: Risk Management Training
15
Attend Institutional Product Strategy Meetings
16
Assign a small task for applying learned skills
17
Review completed task with mentor
18
Approval: Mentor for the Task Completion
19
Introduction to Reporting procedures
20
Schedule first project assignment
Provide Introduction to Institutional Structured Products
In this task, the onboarding team will provide an introduction to institutional structured products. This will include an overview of the types of products, their purpose and benefits, and how they fit into the overall investment landscape. The goal is to familiarize the analyst with the basics of structured products so they can understand their role in the organization. The task will be accomplished through a combination of presentations, readings, and interactive discussions.
Assign Mentor for guidance
The mentor will be assigned to provide guidance and support to the new analyst throughout the onboarding process. The mentor will be an experienced analyst who can provide insights, answer questions, and help the new analyst navigate the complexities of the role. The mentor will be available for regular check-ins and will provide feedback and guidance on tasks and projects.
Share Employee Handbook and Policies
In this task, the onboarding team will share the employee handbook and policies with the new analyst. The employee handbook contains important information about company policies, expectations, and benefits. The analyst will be required to review the handbook and policy documents, sign acknowledgment forms, and ask any questions they may have. This task is crucial for ensuring that the analyst understands the company's rules and regulations and can adhere to them throughout their employment.
Provide Training on Institutional Structured Products
The training on institutional structured products will provide the analyst with a deeper understanding of the different types of products and their characteristics. The training will cover topics such as risk assessment, valuation, legal and regulatory considerations, and market trends. The goal is to equip the analyst with the necessary knowledge to analyze and evaluate these products effectively. The training will be conducted through a combination of presentations, case studies, and interactive exercises.
Approval: Manager for Completed Training
Will be submitted for approval:
Provide Training on Institutional Structured Products
Will be submitted
Orientation on Institutional Product Portfolio
In this task, the analyst will receive an orientation on the institutional product portfolio. This will involve reviewing product descriptions, performance data, and client profiles. The goal is to familiarize the analyst with the range of products offered by the organization and the specific needs and preferences of institutional clients. The analyst will be required to study the portfolio and prepare a brief summary of their observations and insights.
Setup Workstation and Tools
In this task, the IT team will set up the analyst's workstation and install the necessary software and tools. This will include configuring email accounts, installing data analysis software, and connecting to relevant data systems. The IT team will also provide the analyst with login credentials and instructions on how to access the various systems and tools. The analyst will be required to confirm successful setup and report any issues encountered.
1
Email account configured
2
Software installed
3
Data systems accessed successfully
Set up access to relevant data systems
The analyst will need access to various data systems to perform their job effectively. In this task, the IT team will set up the analyst's access to these systems. This may involve requesting access permissions, setting up user accounts, and configuring data retrieval tools. The analyst will be required to confirm successful access and report any issues encountered.
1
Access permissions granted
2
User account created
3
Data retrieval tools configured
Provide training on data analysis tools
Data analysis tools are essential for analyzing and interpreting data related to institutional structured products. In this task, the IT team will provide training on the specific tools used by the organization. The training will cover topics such as data retrieval, data manipulation, and data visualization. The analyst will be required to complete hands-on exercises to practice using the tools effectively.
Approval: IT Department for System Setup
Will be submitted for approval:
Setup Workstation and Tools
Will be submitted
Set up access to relevant data systems
Will be submitted
Provide training on data analysis tools
Will be submitted
Meet with the Institutional Product Team
Meeting with the institutional product team will provide the analyst with insights into the team's roles and responsibilities, ongoing projects, and key initiatives. The analyst will have the opportunity to interact with team members, ask questions, and gain a better understanding of their role within the larger team. The analyst will be required to prepare a brief summary of the meeting and identify any key takeaways or action items.
Overview of the Institutional Client Base
Understanding the institutional client base is crucial for providing tailored solutions and developing effective strategies. In this task, the analyst will receive an overview of the organization's institutional client base. This will include reviewing client profiles, portfolio allocations, and investment preferences. The analyst will be required to study the client base and prepare a brief summary of their observations and insights.
Introduction to Risk Management Principles
Risk management is a key aspect of working with institutional structured products. In this task, the analyst will receive an introduction to risk management principles and strategies. This will involve understanding risk assessment methods, risk mitigation techniques, and regulatory requirements. The analyst will be required to complete case studies and practical exercises to demonstrate their understanding of risk management principles.
1
Risk assessment methods
2
Risk mitigation techniques
3
Regulatory requirements
Approval: Risk Management Training
Will be submitted for approval:
Introduction to Risk Management Principles
Will be submitted
Attend Institutional Product Strategy Meetings
Attending institutional product strategy meetings will give the analyst insights into the decision-making process, product development initiatives, and market trends. In this task, the analyst will attend these meetings and actively participate in discussions. The goal is to familiarize the analyst with the strategic considerations and priorities of the organization and enable them to contribute effectively to the product development process.
1
Attending meetings
2
Contributing to discussions
Assign a small task for applying learned skills
A small task will be assigned to the analyst to apply the skills and knowledge learned during the onboarding process. The task will be designed to be manageable within a specified timeframe and will require the analyst to use their analytical and problem-solving skills. The analyst will be required to complete the task and document their approach and findings.
Review completed task with mentor
The mentor will review the completed task with the analyst to provide feedback and guidance. This review will help the analyst understand their strengths and areas for improvement and ensure alignment with organizational expectations. The analyst will be required to discuss their approach, findings, and lessons learned during the task.
Approval: Mentor for the Task Completion
Will be submitted for approval:
Assign a small task for applying learned skills
Will be submitted
Introduction to Reporting procedures
Reporting is a critical component of the analyst's role. In this task, the analyst will receive an introduction to reporting procedures and requirements. This will involve understanding the types of reports generated, the data sources used, the reporting frequency, and the intended audience. The analyst will be required to review sample reports and prepare a brief summary of their observations and insights.
Schedule first project assignment
In this task, the analyst will be scheduled for their first project assignment. The assignment will be aligned with their skills, knowledge, and the organization's priorities. The analyst will be provided with project details, timelines, and deliverables. The goal is to allow the analyst to apply their learnings and contribute to the organization's goals.
