Discussion with supervisor to understand role and responsibilities
10
Setup work equipment and access to necessary systems
11
Approval: System access
12
Training on the use of company software and tools
13
Meeting with Human Resources for benefits briefing
14
Understanding risk management procedures
15
Approval: Risk Management Understanding
16
Receive client list and understand their background
17
Introductory call with assigned clients
18
Assign a mentor for initial days
19
Set performance and learning goals for initial months
20
Approval: Learning Goals
Receive Invitation for Onboarding
Congratulations on being invited to join our team as an investment manager! This task involves receiving the official invitation for onboarding, which will kickstart your journey with us. The invitation will provide all the necessary information regarding the onboarding process. Please ensure you check your email regularly and keep an eye out for the invitation.
Confirm personal details and contact information
To ensure a smooth onboarding process, it is vital to confirm your personal details and contact information. This will aid in establishing effective communication channels and accurate record-keeping. Please provide the following information:
Review company policies and procedures
Understanding our company's policies and procedures is crucial for your success as an investment manager. It ensures compliance, sets expectations, and provides a framework for ethical decision making. Familiarize yourself with the following policies and procedures:
1
Code of Conduct
2
Data Protection Policy
3
Confidentiality Policy
4
Whistleblower Policy
5
Dress Code Policy
Approval: Review of Policies
Will be submitted for approval:
Review company policies and procedures
Will be submitted
Complete onboarding orientation
Welcome to the onboarding orientation! This task is designed to provide you with a comprehensive overview of our company, its culture, and values. By completing this orientation, you will gain valuable insights into our mission, vision, and strategic objectives. Let's get started:
1
Online
2
In-Person
3
Both
1
Company History
2
Organizational Structure
3
Key Departments
4
Company Benefits
5
Company Values
Complete investment management training
Now it's time to dive into investment management training! This task is crucial in equipping you with the necessary knowledge and skills to excel in your role. By completing this training, you will gain a deep understanding of investment strategies, risk management techniques, and portfolio analysis. Let's embark on this educational journey:
1
Introduction to Investment Management
2
Fundamentals of Portfolio Analysis
3
Risk Assessment and Mitigation
4
Market Analysis Techniques
5
Client Relationship Management
Meet with team members
Building strong relationships with your team members is essential for effective collaboration and a positive work environment. This task involves meeting your team members and familiarizing yourself with their roles and responsibilities. Take the opportunity to introduce yourself, ask questions, and establish a rapport. Let's get to know each other better:
Study the company client portfolio
Understanding our clients and their portfolios is key to delivering exceptional investment management services. This task requires you to study the company's client portfolio, analyzing their investment goals, risk tolerance, and current holdings. By gaining this knowledge, you will be able to provide tailored investment strategies. Let's delve into our client portfolio:
Discussion with supervisor to understand role and responsibilities
Having a clear understanding of your role and responsibilities is integral to your success as an investment manager. This task involves having a discussion with your supervisor to gain insights into your specific duties, expectations, and performance indicators. Let's connect with your supervisor to clarify your role:
Setup work equipment and access to necessary systems
To ensure seamless productivity, it is necessary to set up your work equipment and gain access to the necessary systems. This task involves making sure you have all the required tools, devices, and access credentials. Let's get your workspace ready:
Approval: System access
Will be submitted for approval:
Setup work equipment and access to necessary systems
Will be submitted
Training on the use of company software and tools
Acquainting yourself with the company's software and tools is essential in leveraging technology for efficient investment management. This task involves receiving training on the usage of various software and tools specific to your role. Let's enhance your technical prowess:
1
Investment Management Software
2
Data Analytics Tools
3
Communication Platforms
4
Research Platforms
5
Reporting Tools
Meeting with Human Resources for benefits briefing
Understanding the benefits package offered by the company is important for taking advantage of the perks and support available to you. This task involves meeting with the Human Resources team to receive a comprehensive overview of the benefits and resources at your disposal. Get ready to explore the offerings:
Understanding risk management procedures
Risk management is an integral part of investment management. This task requires you to gain a deep understanding of the company's risk management procedures. By doing so, you will be prepared to identify, assess, and mitigate potential risks effectively. Let's dive into risk management:
1
Risk Assessment Framework
2
Risk Mitigation Strategies
3
Contingency Planning
4
Monitoring and Reporting Processes
5
Compliance Standards
Approval: Risk Management Understanding
Will be submitted for approval:
Understanding risk management procedures
Will be submitted
Receive client list and understand their background
As an investment manager, you will be responsible for managing a portfolio of clients. This task involves receiving the client list and thoroughly understanding each client's background, including their investment objectives, risk appetite, and preferences. By doing so, you will be able to provide personalized and effective investment solutions. Let's explore our client base:
Introductory call with assigned clients
Building strong relationships with your clients is crucial for success in the investment management field. This task involves conducting introductory calls with your assigned clients to establish rapport, understand their needs, and begin the investment planning process. Let's make a positive first impression:
Assign a mentor for initial days
Having a mentor can greatly accelerate your learning and integration into the company. This task involves assigning a mentor who will provide guidance, support, and valuable insights during your initial days. Your mentor is an experienced investment manager who will help you navigate the challenges and opportunities in your new role. Let's find you a mentor:
Set performance and learning goals for initial months
Setting structured performance and learning goals is essential for your professional growth and development. This task involves establishing specific, measurable, achievable, relevant, and time-bound (SMART) goals for your initial months as an investment manager. By doing so, you will have a clear roadmap for success. Let's outline your goals:
Approval: Learning Goals
Will be submitted for approval:
Set performance and learning goals for initial months
