Provide job description and roles and responsibilities document
11
Arrange first day meet and greet with Investment Banking team
12
Orientation program enrollment
13
Assign mentor or buddy
14
Initial meetings with senior management and key stakeholders
15
Enroll in necessary online & offline compliance training
16
Approval: Compliance Training
17
Provide details about performance management system and expectations
18
Two week review to address any issues or concerns
Provide offer letter to new hire
After the candidate has been selected for the investment banking associate position, the next step is to provide them with an offer letter. This task will include drafting a comprehensive offer letter that outlines the terms and conditions of employment. The offer letter plays a crucial role as it officially extends an offer to the new hire and sets the tone for their onboarding journey. The desired result of this task is for the new hire to receive and accept the offer letter to proceed with the onboarding process. Any potential challenges could be related to negotiating the terms and conditions with the candidate, which can be resolved through effective communication and alignment of expectations. Required resources include a template for the offer letter and access to the candidate's contact information.
Acceptance of offer by new hire
HR completes onboarding paperwork
Schedule pre-employment medical examination
Approval: Medical Examination Results
Will be submitted for approval:
Schedule pre-employment medical examination
Will be submitted
Begin background and reference check
Approval: Background Check and Reference
Will be submitted for approval:
Begin background and reference check
Will be submitted
Creation of Employee ID and Access Card
Setup of email and workstation
Provide job description and roles and responsibilities document
Arrange first day meet and greet with Investment Banking team
Orientation program enrollment
Assign mentor or buddy
Initial meetings with senior management and key stakeholders
Enroll in necessary online & offline compliance training
Approval: Compliance Training
Will be submitted for approval:
Enroll in necessary online & offline compliance training
Will be submitted
Provide details about performance management system and expectations
