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Investment Strategy Analyst Onboarding

Introduction to the Investment Strategy team and their roles

Setup of company email and logging systems

Understanding the organizational hierarchy and reporting structures

In-depth review of company's investment strategies and philosophies

Introduction to key investment systems and databases

Training on investment analysis and risk assessment techniques

Introduction to the regulatory and compliance requirements

Attending key strategy meetings

Training on company's software for reporting and data analysis

Review of past investment performance reports and strategies implemented

Sharing of company's expectations and targets for the analyst position

Assignment of mentor for guidance during initial period

Approval: Understanding of investment strategies by mentor

Basic assignments to understand the practical application of learned concepts

Meeting with other departments to understand interdepartmental work flow and collaboration

Understanding of the company's clients and their needs

Approval: Mentor approval for readiness to take on tasks

Introduction to ongoing projects and role assignment

Review of annual target and KPI's set by the company

Introduction to the Investment Strategy team and their roles

In this task, you will have the opportunity to meet the members of our Investment Strategy team and learn about their roles within the organization. This will help you understand how each team member contributes to the overall investment strategy process and how you will collaborate with them.

Setup of company email and logging systems

This task will guide you through the process of setting up your company email and logging systems. You will need to provide your preferred email address and password. We will also provide instructions on how to access and use our logging systems to ensure seamless communication and collaboration within the team.

Preferred Email Address

Email Password

Understanding the organizational hierarchy and reporting structures

In order to navigate the organization effectively, it is crucial to understand the organizational hierarchy and reporting structures. This task will provide an overview of the different levels of management and reporting relationships within the company. By the end of this task, you will have a clear understanding of whom to report to and whom to seek guidance from in your role as an Investment Strategy Analyst.

In-depth review of company's investment strategies and philosophies

This task will involve a comprehensive review of the company's investment strategies and philosophies. You will gain insights into our approach to investment decision-making, risk management, and portfolio construction. By the end of this task, you will have a solid understanding of our investment principles and the rationale behind our investment strategies.

Introduction to key investment systems and databases

As an Investment Strategy Analyst, you will be working with various investment systems and databases on a regular basis. This task will introduce you to the key systems and databases used in the company. You will learn how to navigate these platforms, access relevant data and reports, and use them to support your investment analysis.

Select the key investment systems and databases you will be working with: