Briefing about company's vision and investment strategies
3
Providing overview of job role and responsibilities
4
Introduce new hire to investment research team
5
Training on company's research tools, databases and software
6
Explanation of company's research methodologies and models
7
Issue company laptop and equipment
8
Setup company email and internal communication accounts
9
Provide readings on recent investment projects
10
Assign mentor for on-going support
11
Provide list of key clients and investment portfolios
12
Review business ethics and conduct policies
13
Approval: HR to review new hire paperwork
14
Training on company’s client relationship management system
15
Provide access to company's database and other proprietary platforms
16
Arrange introductory meeting with key stakeholders
17
Presenting research report writing standards and practices
18
Training on market analysis and financial forecasting tools
19
Overview of performance review and feedback process
20
Approval: Supervisor to confirm end of onboarding process
Assigning new hire orientation date and time
Please provide the date and time for the new hire orientation. This task is crucial in ensuring that the new research associate is properly onboarded and introduced to the company's culture. It sets the tone for their overall experience and helps them feel welcomed and valued. Additionally, it allows us to align schedules and resources for a smooth onboarding process.
Briefing about company's vision and investment strategies
In this task, we will provide an overview of the company's vision and investment strategies. It is essential for the new hire to understand our long-term objectives and how our investment strategies align with those goals. By sharing this information, we aim to create a sense of purpose and motivation, encourage strategic thinking, and ensure that the new hire can contribute effectively to the team.
Providing overview of job role and responsibilities
Let's dive into the specifics of the research associate's job role and responsibilities. This task will provide a comprehensive overview of what is expected from them in terms of their daily tasks, deliverables, and role within the team. By clarifying these expectations upfront, we can set a solid foundation for the new hire's success and help them understand how their efforts contribute to the overall research process.
Introduce new hire to investment research team
Introducing the new hire to the investment research team is an important part of their onboarding journey. It is essential to establish connections and foster collaboration within the team. This task will provide an opportunity for team members to get to know the new hire, share their expertise, and create a supportive environment. By building these relationships early on, we can enhance teamwork and create a positive work culture.
Training on company's research tools, databases and software
To ensure the new hire's proficiency and efficiency, we will provide training on the company's research tools, databases, and software. This task aims to equip them with the necessary skills and knowledge to effectively utilize these resources. By familiarizing the new hire with our research tools, we are empowering them to conduct thorough and accurate analyses, ultimately contributing to the success of our investment research projects.
Explanation of company's research methodologies and models
In this task, we will explain the company's research methodologies and models to the new hire. Understanding our unique approaches to research is crucial for maintaining consistency and ensuring high-quality outputs. By providing this explanation, we enable the new hire to align their work with our established practices, fostering collaboration and enhancing our overall research capabilities.
Issue company laptop and equipment
To facilitate the new hire's work, we will issue them a company laptop and any necessary equipment. This task ensures that they have the tools they need to carry out their job responsibilities effectively. By providing the necessary technology and equipment upfront, we demonstrate our commitment to supporting their success and productivity.
Setup company email and internal communication accounts
For seamless communication within the company, we will set up the new hire's company email and internal communication accounts. This task is crucial in ensuring that they have access to vital communication channels and can effectively collaborate with team members. By setting up these accounts promptly, we minimize any delays or barriers to communication.
Provide readings on recent investment projects
To enhance the new hire's understanding of our recent investment projects, we will provide them with relevant readings. This task allows them to gain insights into our investment strategies, recent successes, and challenges. By arming the new hire with this knowledge, we can promote informed decision-making and encourage them to contribute meaningfully to ongoing projects.
Assign mentor for on-going support
For continuous guidance and support, we will assign a mentor to the new hire. This task aims to facilitate their integration into the team and provide a dedicated resource for questions, guidance, and professional development. By pairing the new hire with a mentor, we promote knowledge sharing, encourage collaboration, and foster a supportive learning environment.
Provide list of key clients and investment portfolios
We will provide the new hire with a list of key clients and investment portfolios. This task is essential in acquainting them with our client base and existing investment projects. By understanding the scope and diversity of our clients and portfolios, the new hire can better appreciate our investment strategies and contribute effectively to their assigned projects.
Review business ethics and conduct policies
In this task, we will review the company's business ethics and conduct policies with the new hire. It is crucial for them to understand our expectations in terms of professionalism, integrity, and ethical behavior. By emphasizing these policies, we foster an ethical work environment and ensure that our research activities align with the highest standards of integrity.
Approval: HR to review new hire paperwork
Will be submitted for approval:
Assigning new hire orientation date and time
Will be submitted
Briefing about company's vision and investment strategies
Will be submitted
Providing overview of job role and responsibilities
Will be submitted
Introduce new hire to investment research team
Will be submitted
Training on company's research tools, databases and software
Will be submitted
Explanation of company's research methodologies and models
Will be submitted
Issue company laptop and equipment
Will be submitted
Setup company email and internal communication accounts
Will be submitted
Provide readings on recent investment projects
Will be submitted
Assign mentor for on-going support
Will be submitted
Provide list of key clients and investment portfolios
Will be submitted
Review business ethics and conduct policies
Will be submitted
Training on company’s client relationship management system
To streamline our client interactions, we will provide training on the company's client relationship management (CRM) system. This task enables the new hire to effectively manage client data, track interactions, and contribute to building strong client relationships. By leveraging the CRM system, we enhance our ability to deliver personalized and efficient service to our clients.
Provide access to company's database and other proprietary platforms
In this task, we will grant the new hire access to the company's database and other proprietary platforms. This access enables them to retrieve critical information, conduct research, and contribute to our investment analyses. By providing access to these resources, we empower the new hire to make informed decisions and contribute effectively to our research projects.
Arrange introductory meeting with key stakeholders
To facilitate networking and collaboration, we will arrange an introductory meeting for the new hire with key stakeholders. This task aims to familiarize them with individuals critical to our research operations, such as senior management and key clients. By facilitating these introductions, we create opportunities for relationship-building, collaboration, and enhancing their understanding of our stakeholders' expectations.
Presenting research report writing standards and practices
In this task, we will present the research report writing standards and practices to the new hire. This includes providing guidance on formatting, structure, clarity, and content expectations. By establishing clear standards, we maintain consistency in our research reports and ensure that they effectively communicate insights and recommendations to clients and stakeholders.
Training on market analysis and financial forecasting tools
To sharpen the new hire's analytical skills, we will provide training on market analysis and financial forecasting tools. This task equips them with the necessary knowledge and competence to perform accurate market analyses and forecasts. By enhancing their proficiency in these tools, we empower the new hire to contribute valuable insights and recommendations to our investment research projects.
Overview of performance review and feedback process
In this task, we will provide an overview of the performance review and feedback process. It is crucial for the new hire to understand how their performance will be evaluated and how feedback will be provided. By clarifying these processes, we promote transparency, enable personal and professional growth, and ensure that our team members are aligned with our performance expectations.
Approval: Supervisor to confirm end of onboarding process
Will be submitted for approval:
Training on company’s client relationship management system
Will be submitted
Provide access to company's database and other proprietary platforms
Will be submitted
Arrange introductory meeting with key stakeholders
Will be submitted
Presenting research report writing standards and practices
Will be submitted
Training on market analysis and financial forecasting tools
Will be submitted
Overview of performance review and feedback process
