Provide introductory material about the company's investment strategies
2
Organize a meet and greet with the investment team
3
Provide hardware and software access needed for the role
4
Assign an introduction to the firm's investment platforms
5
Provide training on company's risk management approach
6
Introduction to regulatory and legal guidelines
7
Meet with Compliance Department for review of internal policies
8
Approval: Compliance Department
9
Assign case-studies about previous investment strategies
10
Discussion with team about historical performance
11
Provide understanding of the client pipeline
12
Training on CRM and portfolio management systems
13
Approval: IT System Access
14
Schedule client meetings under supervisor guidance
15
Develop example client proposals
16
Mock client meetings with team
17
Approval: Investment Proposals
18
Feedback session with immediate supervisor
19
Introduction to ongoing projects
20
Assign mentor for first 3 months
Provide introductory material about the company's investment strategies
This task involves providing the new investment strategist with introductory material about the company's investment strategies. The purpose is to familiarize them with the company's approach to investment and give them a foundation for their work. The desired result is for the investment strategist to have a good understanding of the company's investment strategies. The materials can include documents, videos, or presentations. What format would you prefer for the introductory material?
1
Documents
2
Videos
3
Presentations
Organize a meet and greet with the investment team
In this task, you will organize a meet and greet session with the investment team. The purpose of this session is to introduce the new investment strategist to the team and promote collaboration. The desired outcome is for the investment strategist to feel welcome and comfortable working with the team. What date would be suitable for the meet and greet session?
Provide hardware and software access needed for the role
This task involves providing the new investment strategist with the necessary hardware and software access for their role. The goal is to ensure that they have the tools they need to perform their job effectively. The hardware may include a laptop, desktop PC, or other devices. What hardware would you like to provide to the investment strategist?
1
Laptop
2
Desktop PC
3
Other
Assign an introduction to the firm's investment platforms
In this task, you will assign an introduction to the firm's investment platforms for the new investment strategist. The purpose is to familiarize them with the firm's investment platforms and how they are used for investment management. The desired outcome is for the investment strategist to have a basic understanding of the firm's investment platforms. Which investment platform would you like to assign for the introduction?
1
Platform A
2
Platform B
3
Platform C
Provide training on company's risk management approach
This task involves providing training to the new investment strategist on the company's risk management approach. The purpose is to ensure that they understand the company's approach to managing investment risks. The desired result is for the investment strategist to have a good understanding of the company's risk management practices. What format would you prefer for the training?
1
In-person
2
Online
3
Video conference
Introduction to regulatory and legal guidelines
In this task, you will provide an introduction to the regulatory and legal guidelines that govern investment strategies. The purpose is to ensure that the investment strategist understands the legal framework in which they will be operating. The desired outcome is for the investment strategist to have a good understanding of the regulatory and legal guidelines. What type of resources would you like to provide for the introduction?
1
Documents
2
Online resources
3
Presentations
4
Training videos
5
Case studies
Meet with Compliance Department for review of internal policies
This task involves scheduling a meeting with the Compliance Department for a review of internal policies. The purpose is to ensure that the investment strategist understands and complies with the company's internal policies. The desired result is for the investment strategist to have a clear understanding of the internal policies. When would be a convenient time for the meeting?
Approval: Compliance Department
Will be submitted for approval:
Meet with Compliance Department for review of internal policies
Will be submitted
Assign case-studies about previous investment strategies
In this task, you will assign case-studies about previous investment strategies to the new investment strategist. The purpose is to provide them with real-life examples to learn from and apply to their work. The desired outcome is for the investment strategist to gain insights from the case-studies and enhance their knowledge. How many case-studies would you like to assign?
Discussion with team about historical performance
This task involves having a discussion with the investment team about the historical performance of the company's investment strategies. The purpose is to share insights and learn from past experiences. The desired outcome is for the investment strategist to have a good understanding of the historical performance data. What specific aspects of historical performance would you like to discuss?
Provide understanding of the client pipeline
In this task, you will provide an understanding of the client pipeline to the new investment strategist. The purpose is to give them insights into the company's client acquisition and retention processes. The desired outcome is for the investment strategist to have a clear understanding of the client pipeline. What format would you prefer for providing the understanding of the client pipeline?
1
Documents
2
Presentations
3
Diagrams
4
Training videos
Training on CRM and portfolio management systems
This task involves providing training on the CRM (Customer Relationship Management) and portfolio management systems to the new investment strategist. The purpose is to familiarize them with the systems used for client management and portfolio tracking. The desired result is for the investment strategist to have a good understanding of the CRM and portfolio management systems. What format would you prefer for the training?
1
In-person
2
Online
3
Video conference
Approval: IT System Access
Will be submitted for approval:
Provide hardware and software access needed for the role
Will be submitted
Schedule client meetings under supervisor guidance
In this task, you will schedule client meetings under the guidance of the supervisor. The purpose is to give the investment strategist practical experience in conducting client meetings while receiving guidance from their supervisor. The desired outcome is for the investment strategist to gain confidence and improve their client interaction skills. What dates would be suitable for scheduling the client meetings?
Develop example client proposals
This task involves developing example client proposals. The purpose is to provide the investment strategist with an opportunity to practice crafting persuasive and well-structured client proposals. The desired result is for the investment strategist to develop high-quality client proposals. How many example client proposals would you like to develop?
Mock client meetings with team
This task involves conducting mock client meetings with the team. The purpose is to simulate real client interactions and provide the investment strategist with feedback and improvement opportunities. The desired outcome is for the investment strategist to refine their client communication skills. How many mock client meetings would you like to conduct?
Approval: Investment Proposals
Will be submitted for approval:
Develop example client proposals
Will be submitted
Feedback session with immediate supervisor
In this task, you will have a feedback session with the immediate supervisor. The purpose is to discuss the investment strategist's progress, address any concerns, and provide constructive feedback. The desired outcome is for the investment strategist to receive guidance and support for their professional development. When would be a convenient time for the feedback session?
Introduction to ongoing projects
This task involves providing an introduction to the ongoing projects within the investment team. The purpose is to give the investment strategist visibility into the current projects and their objectives. The desired result is for the investment strategist to understand the ongoing projects and how they contribute to the company's goals. What format would you prefer for the introduction?
1
Documents
2
Presentations
3
Diagrams
4
Meeting with project leads
Assign mentor for first 3 months
This task involves assigning a mentor for the first 3 months of the investment strategist's onboarding period. The purpose is to provide them with guidance, support, and a trusted advisor during their initial period at the company. The desired outcome is for the investment strategist to have a positive onboarding experience and someone to turn to for assistance. Who would you like to assign as the mentor?
