Templates
Private Equity
Real Estate Private Equity Analyst Onboarding
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Real Estate Private Equity Analyst Onboarding

1
Provision company email and system access for the new analyst
2
Prepare introductory packet including company policies, team structure, and job responsibilities
3
Arrange initial meetings with team members and department heads
4
Assign a mentor or buddy who can assist the new analyst in navigating their new environment
5
Provide training on the company’s proprietary software systems
6
Schedule sessions on the basics of real estate private equity and the analyst's role
7
Set up training on financial modeling related to Real Estate
8
Assign first project of analysis of a prospective real estate deal
9
Review and provide feedback on the first project
10
Approval: First project review
11
Enable access to property and financial market databases
12
Arrange meeting with investment team to understand investment strategies and processes
13
Provide session on regulatory and compliance seminars relevant to Real Estate Private Equity
14
Arrange meeting with sales and acquisition teams
15
Set up introduction to asset management team and their role
16
Approve initial drafts of analyst's first investment pitch and provide feedback
17
Approval: Initial draft of investment pitch
18
Schedule attendance to an actual property site visit
19
Prepare and present first investment pitch to team
20
Approval: First investment pitch