Finance
Leveraged Finance Analyst Onboarding
📚

Leveraged Finance Analyst Onboarding

1
Introduction to Leveraged Finance division and overview of functions
2
Set up of workstation
3
Training: Understanding the financial market
4
Training: Basics of Leveraged Finance
5
Understanding the company's mission and policies
6
Approval: HR for understanding Company's policy
7
Meeting with the Team
8
Understanding job role and responsibilities
9
Training: Financial Modeling and Database Management
10
Training: LBO Modeling
11
Approval: Team Leader for LBO Modeling understanding
12
Introduction to company's CRM and database tools
13
Training: Risk analysis and Management
14
Assign tasks for first project
15
Review of assigned project
16
Approval: Manager for First Project Assigned
17
Feedback and evaluation of performance
18
Addressing any queries or doubts
19
Meetings with other departments for inter-division communication
20
Establishing weekly and monthly goals