Welcome and introduction of the role and responsibilities
Providing general compliance and code of conduct training
Instruct about the firm's investment portfolio strategy
Introduction to portfolio construction tools
Understanding of the use of analytical and quantitative methods
Educate about risk management tactics
Familiarize with industry regulations and standards
Training on interpreting data and making strategic decisions
Provide an overview of practical portfolio construction
Approval: Trainer approval on initial learning phase
Guided participation in an actual asset allocation process
Assign a mentor for further assistance and guidance
Meet and greet with the team and other departments
Introduction to company culture and ways of communication
Setup of IT systems and portfolio management software
Approval: IT Department for system access
Shadowing experienced Portfolio Analysts for practical exposure
Receiving first set of tasks under supervision
Feedback session on performance
Approval: Supervisor for completion of onboarding process
