Provide a company overview and role specifications
2
Introduce to the portfolio risk management team
3
Setup work equipment, email, and system access
4
Training on company's risk management systems and software
5
Overview of company risk policy and compliance framework
6
Introduction to risk analysis and assessment process
7
Shadowing experienced risk analyst
8
Participation in real-time risk assessment
9
Approval: Manager for participation in live risk assessment
10
Training on the use and interpretation of risk metrics
11
Introduction to procedure for documenting and reporting risk assessment outcomes
12
Review of past portfolio risk reports
13
Meeting with data management team for understanding data sources and access
14
Run a dummy portfolio risk assessment
15
Approval: Risk Compliance Officer for dummy portfolio risk assessment
16
Assignment of first real portfolio for risk analysis
17
Co-create risk assessment report
18
Present the co-created risk report to manager
19
Approval: Manager for first risk report
20
Wrap-up meeting and feedback session
Provide a company overview and role specifications
In this task, you will be provided with an overview of our company and the role specifications as a portfolio risk analyst. This will give you a better understanding of our organization and the specific responsibilities you will have. The desired results are for you to have a clear understanding of our company and the role you will be performing. Do you have any prior experience in portfolio risk analysis? What strengths and skills do you bring to the table? We are excited to have you on board and look forward to seeing your contributions!
1
Blue
2
Green
3
Red
4
Yellow
5
Purple
Introduce to the portfolio risk management team
In this task, you will be introduced to our portfolio risk management team. This will help you establish connections and build relationships with your new colleagues. The desired results are for you to feel welcomed and comfortable reaching out to team members for support. Who are you most excited to meet on the team? Do you have any questions or thoughts you would like to share with the team? We are thrilled to have you join us and can't wait for you to become an integral part of our team!
1
Meet John - Senior Risk Analyst
2
Join team lunch
3
Attend team meeting
Setup work equipment, email, and system access
In this task, you will be provided with the necessary work equipment, email, and system access. This will ensure that you have the tools and resources needed to perform your role effectively. The desired results are for you to have a fully set up work environment and the ability to access all necessary systems. Let us know if you have any specific preferences for your work equipment. Do you have any previous experience with the systems we use? We want to make sure you have everything you need to hit the ground running!
1
Laptop
2
Monitor
3
Keyboard
4
Mouse
Training on company's risk management systems and software
In this task, you will receive training on our company's risk management systems and software. This will familiarize you with the tools you will be using to analyze and assess portfolio risk. The desired results are for you to have a good understanding of how to navigate and utilize these systems efficiently. Do you have any previous experience with risk management systems? What specific features or functionalities are you most interested in learning about? We want to make sure you feel confident in using these tools!
1
Data visualization
2
Risk modeling
3
Scenario analysis
4
Reporting
5
Integration with external data sources
Overview of company risk policy and compliance framework
In this task, you will receive an overview of our company's risk policy and compliance framework. This will provide you with a clear understanding of our risk management approach and the regulatory guidelines we adhere to. The desired results are for you to be well-informed about our risk policy and compliance requirements. How familiar are you with risk policies and compliance frameworks? Do you have any questions or concerns about our company's approach? We are committed to maintaining a strong risk culture and ensuring compliance with applicable regulations!
1
Very familiar
2
Somewhat familiar
3
Not familiar
Introduction to risk analysis and assessment process
In this task, you will be introduced to the risk analysis and assessment process. This will outline the steps involved in evaluating and quantifying portfolio risk. The desired results are for you to have a clear understanding of the risk analysis and assessment process. Have you had any previous exposure to risk analysis methodologies? What specific areas of the process do you find most interesting? We are excited to see your analytical skills in action!
1
Data collection and analysis
2
Risk identification
3
Risk quantification
4
Mitigation strategies
5
Reporting and communication
Shadowing experienced risk analyst
In this task, you will have the opportunity to shadow an experienced risk analyst. This will allow you to observe and learn from their day-to-day activities and gain practical insights into the role. The desired results are for you to acquire hands-on experience and knowledge from the experienced risk analyst. What specific skills or techniques are you hoping to learn from the shadowing experience? Are there any particular areas of risk analysis you would like to focus on? We are confident that this shadowing opportunity will provide valuable learning opportunities!
Participation in real-time risk assessment
In this task, you will actively participate in a real-time risk assessment. This will give you the opportunity to apply your knowledge and skills in a practical setting and contribute to the risk analysis process. The desired results are for you to actively engage in the risk assessment and provide valuable insights. How comfortable are you with participating in real-time risk assessments? What unique perspectives or expertise do you bring to the table? We are excited to have your input in our risk assessment activities!
1
Very comfortable
2
Somewhat comfortable
3
Not comfortable
Approval: Manager for participation in live risk assessment
Will be submitted for approval:
Participation in real-time risk assessment
Will be submitted
Training on the use and interpretation of risk metrics
In this task, you will receive training on the use and interpretation of risk metrics. This will equip you with the knowledge and skills to analyze and interpret risk metrics effectively. The desired results are for you to be able to confidently work with risk metrics in your day-to-day role. Are you familiar with different types of risk metrics? What aspects of risk metrics training are you most interested in? We want to ensure you have the necessary tools to make informed decisions based on risk metrics!
1
VaR (Value at Risk)
2
Covariance
3
Beta
4
Expected shortfall
5
Sharpe ratio
Introduction to procedure for documenting and reporting risk assessment outcomes
In this task, you will be introduced to the procedure for documenting and reporting risk assessment outcomes. This will provide you with guidance on how to effectively communicate and document the results of your risk analysis. The desired results are for you to be able to produce clear and concise risk assessment reports. Have you had experience with documenting and reporting risk assessment outcomes? Are there any specific challenges you anticipate in this process? We want to ensure our risk reports are accurate and informative!
Review of past portfolio risk reports
In this task, you will review past portfolio risk reports. This will provide you with insights into previous risk analysis and help familiarize you with the reporting format and content expectations. The desired results are for you to gain a better understanding of our portfolio risk reporting standards. What do you find most interesting or surprising in the past risk reports? Are there any areas you think could be improved? We value your perspective and look forward to your feedback!
Meeting with data management team for understanding data sources and access
In this task, you will have a meeting with the data management team to understand the data sources and access available for portfolio risk analysis. This will ensure that you have the necessary information and resources to effectively analyze portfolio risk. The desired results are for you to have a clear understanding of the data sources and access for risk analysis. What specific data sources or types of data do you find most valuable for risk analysis? Do you have any questions or concerns about data access or quality? We want to ensure data integrity in our risk analysis process!
Run a dummy portfolio risk assessment
In this task, you will run a dummy portfolio risk assessment. This will allow you to practice applying the risk analysis process to a simulated portfolio and gain hands-on experience before working with real portfolios. The desired results are for you to become familiar with the portfolio risk assessment process and identify any areas for improvement in your approach. How confident are you in your ability to perform a risk assessment for a portfolio? What particular challenges do you anticipate in this task? We believe practice makes perfect and look forward to your insights!
1
Very confident
2
Somewhat confident
3
Not confident
Approval: Risk Compliance Officer for dummy portfolio risk assessment
Will be submitted for approval:
Run a dummy portfolio risk assessment
Will be submitted
Assignment of first real portfolio for risk analysis
In this task, you will be assigned your first real portfolio for risk analysis. This will provide you with the opportunity to apply your knowledge and skills to a live portfolio and gain practical experience. The desired results are for you to successfully analyze and assess the risk of the assigned portfolio. How do you feel about being assigned your first real portfolio? What strategies or approaches do you plan to use for the analysis? We are excited to see your analytical capabilities in action!
Co-create risk assessment report
In this task, you will co-create a risk assessment report based on your analysis of the assigned portfolio. This collaborative process will allow you to work with colleagues to produce a comprehensive risk assessment report. The desired results are for you to actively contribute to the co-creation of the risk assessment report. What insights or perspectives do you bring to the table for the report? Do you have any preferred templates or formats for risk assessment reports? We are excited to see your contributions to the report!
Present the co-created risk report to manager
In this task, you will present the co-created risk report to your manager. This will give you the opportunity to demonstrate your analytical skills and communicate the findings and recommendations effectively. The desired results are for you to deliver a clear and engaging presentation of the risk report. How comfortable are you with presenting to your manager? Are there any aspects of the report you would like to highlight or discuss further? We are confident in your ability to effectively communicate the results of the risk analysis!
1
Very comfortable
2
Somewhat comfortable
3
Not comfortable
Approval: Manager for first risk report
Will be submitted for approval:
Co-create risk assessment report
Will be submitted
Wrap-up meeting and feedback session
In this task, you will have a wrap-up meeting and feedback session to discuss your onboarding experience and gather feedback. This will allow us to address any remaining questions or concerns you may have and gather insights to improve our onboarding process. The desired results are for you to have a positive onboarding experience and provide valuable feedback. How would you rate your overall onboarding experience? Do you have any suggestions for improving the onboarding process? We value your feedback and are committed to continuous improvement!
