Prepare a customized onboarding schedule for the new hire
2
Organize a brief walkthrough of the company's investment portfolio
3
Set up work email and provide access to relevant investment databases and software
4
Enroll the new hire in a comprehensive introduction to the company's investment strategy and risk management practices
5
Introduction to key internal partners and department heads
6
Plan a session with the legal team to understand regulations and compliance requirements
7
Provide training on company's communication tools and investor relationship management software
8
Overview of company policies and protocols
9
Schedule ongoing weekly check-ins with direct supervisor for the first few months
10
Give a detailed briefing on current and potential investors
11
Provide a one-week intensive hands-on training on the software used for data analysis
12
Arrange meetings with key investors
13
Approval: Direct Supervisor on Initial Investor Relations Report Preparation
14
Organize a mock presentation to practice communication and presentation skills
15
Schedule training on company's customer relationship management system
16
Collect feedback from new hire about the onboarding experience
17
Give an introduction about the quarterly and annual report structure
18
Assign the new hire's first investment relation project
19
Approval: HR Manager on completion and comprehension of all onboarding tasks
Prepare a customized onboarding schedule for the new hire
Create a personalized onboarding schedule for the new hire to ensure a smooth transition into their role as an Investment Relations Manager. This schedule will outline the key tasks, meetings, and trainings they need to complete in their first few weeks. What are the important dates and milestones that should be included in the onboarding schedule? Are there any specific trainings or meetings that are essential for the new hire's success? How can you make the schedule flexible to accommodate any changes that may arise? Required resources: Calendar, onboarding templates
Organize a brief walkthrough of the company's investment portfolio
Arrange a brief walkthrough of the company's investment portfolio to give the new hire an overview of the company's investment strategies, current investments, and performance. What are the main investment strategies employed by the company? How can you present the investment portfolio in an engaging and informative way? Are there any potential challenges that may arise during the walkthrough and how can they be addressed? Required resources: Investment portfolio documents, presentation tools
1
Technical difficulties
2
Complex investment terminology
3
Lack of engagement
Set up work email and provide access to relevant investment databases and software
Assist the new hire in setting up their work email account and provide them with access to the necessary investment databases and software. What steps should the new hire follow to set up their work email account? Which investment databases and software are essential for their role as Investment Relations Manager? How can you provide access to these resources in a secure manner? Required resources: Email account setup instructions, access credentials
Enroll the new hire in a comprehensive introduction to the company's investment strategy and risk management practices
Enroll the new hire in a comprehensive introduction to the company's investment strategy and risk management practices to ensure they have a solid understanding of the company's approach to investments. What topics should be covered in the introduction? Are there any specific training materials or resources that should be provided to the new hire? How can you make the training interactive and engaging? Required resources: Training materials, presentation tools
1
Quizzes
2
Group discussions
3
Case studies
Introduction to key internal partners and department heads
Introduce the new hire to key internal partners and department heads to familiarize them with the teams they will be working with and establish initial connections. Who are the key internal partners and department heads that the new hire should meet? How can you facilitate these introductions and ensure the new hire feels welcomed and supported? Required resources: Organizational charts, contact information
1
Schedule individual meetings
2
Provide background information
3
Follow up with department heads
Plan a session with the legal team to understand regulations and compliance requirements
Plan a session with the legal team to provide the new hire with an overview of the regulations and compliance requirements related to the company's investment activities. What are the key regulations and compliance requirements that the new hire should be aware of? How can you make the session interactive and engaging? Are there any potential challenges that may arise during the session and how can they be addressed? Required resources: Legal team availability, compliance documents
1
Complex legal terminology
2
Limited time availability
3
Lack of participant engagement
Provide training on company's communication tools and investor relationship management software
Provide training to the new hire on the company's communication tools and investor relationship management software to ensure they are equipped with the necessary skills to communicate effectively with investors. What communication tools and software does the company use for investor relationship management? How can you make the training hands-on and interactive? Are there any potential challenges that may arise during the training and how can they be addressed? Required resources: Training materials, software access
1
Technical difficulties
2
Limited software access
3
Lack of participant engagement
Overview of company policies and protocols
Provide the new hire with an overview of the company's policies and protocols related to investment activities to ensure they are aware of the necessary guidelines and procedures. What are the key policies and protocols that the new hire should be familiar with? How can you present the information in a clear and concise manner? Are there any potential challenges that may arise during the overview and how can they be addressed? Required resources: Policy documents, presentation tools
1
Complex policy language
2
Information overload
3
Lack of participant engagement
Schedule ongoing weekly check-ins with direct supervisor for the first few months
Schedule weekly check-ins between the new hire and their direct supervisor for the first few months to provide guidance, support, and facilitate a smooth transition into the role. How often should the check-ins occur? What should be the agenda for these check-ins? How can you ensure open and effective communication during these check-ins? Required resources: Calendar, check-in agenda template
Give a detailed briefing on current and potential investors
Provide the new hire with a detailed briefing on the current and potential investors of the company to familiarize them with the investor landscape. Who are the current investors of the company? What are the criteria for identifying potential investors? How can you present the information in a concise and informative manner? Required resources: Investor reports, investor database
Provide a one-week intensive hands-on training on the software used for data analysis
Provide the new hire with a one-week intensive hands-on training on the software used for data analysis to ensure they have the necessary skills to analyze investment data. Which software is used for data analysis? What are the key features and functionalities of the software? How can you make the training interactive and engaging? Required resources: Training materials, data analysis software access
1
Case studies
2
Real-life data analysis tasks
Arrange meetings with key investors
Arrange meetings between the new hire and key investors to facilitate relationship building and gain insights into investor expectations. Who are the key investors that the new hire should meet? How can you ensure effective communication during these meetings? Are there any potential challenges that may arise during the meetings and how can they be addressed? Required resources: Investor contact information, meeting scheduling tools
1
Limited availability
2
Diverse investor expectations
3
Lack of participant engagement
Approval: Direct Supervisor on Initial Investor Relations Report Preparation
Organize a mock presentation to practice communication and presentation skills
Organize a mock presentation for the new hire to practice their communication and presentation skills in a simulated investor meeting setting. What specific communication and presentation skills should be emphasized during the mock presentation? How can you provide constructive feedback to help the new hire improve their skills? Required resources: Presentation materials, evaluation criteria
1
Clarity of message
2
Engagement with audience
3
Professionalism
Schedule training on company's customer relationship management system
Schedule training for the new hire on the company's customer relationship management (CRM) system to ensure they are familiar with the tools and processes for managing investor relationships. What features and functionalities does the CRM system have? How can you make the training interactive and hands-on? Are there any potential challenges that may arise during the training and how can they be addressed? Required resources: CRM system access, training materials
1
Technical difficulties
2
Limited software access
3
Lack of participant engagement
Collect feedback from new hire about the onboarding experience
Collect feedback from the new hire about their onboarding experience to identify areas for improvement and ensure a positive onboarding process for future hires. What specific aspects of the onboarding process should be evaluated? How can you collect feedback in a timely and confidential manner? How can you ensure the feedback is used to drive continuous improvement? Required resources: Feedback survey template, feedback collection tools
1
Analyze feedback
2
Implement changes
3
Communicate improvements
Give an introduction about the quarterly and annual report structure
Give an introduction about the structure of the company's quarterly and annual reports to familiarize the new hire with the reporting process. What sections are included in the quarterly and annual reports? How can you explain the report structure in a clear and concise manner? Are there any potential challenges in understanding the report structure and how can they be addressed? Required resources: Sample reports, presentation tools
1
Complex financial terminology
2
Limited report access
3
Lack of participant engagement
Assign the new hire's first investment relation project
Assign the new hire their first investment relation project to provide them with hands-on experience and allow them to apply their knowledge. What project is the new hire taking ownership of? What are the key deliverables and milestones of the project? How can you ensure the new hire receives the necessary support and guidance? Required resources: Project description, project timeline
Approval: HR Manager on completion and comprehension of all onboarding tasks
Will be submitted for approval:
Assign the new hire's first investment relation project
