Templates
Private Equity
Real Estate Private Equity Associate Onboarding
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Real Estate Private Equity Associate Onboarding

1
Provide the associate with access to company email and IT system
2
Set up work station with necessary equipment and software
3
Introduce the associate to the real estate private equity team
4
Assign a mentor to the new associate
5
Walkthrough of company values and mission statement
6
Initial meeting with HR to explain company policies
7
Overview of real estate private equity industry and firm’s specific approach
8
Overview of company’s real estate portfolio
9
Training on company’s real estate investment analysis software
10
Approval: Senior Associate on investment analysis training
11
Familiarization with company’s deal sourcing and due diligence process
12
First live deal analysis under supervision of a Senior Associate
13
Approval: Senior Manager of first deal analysis
14
Attend team meeting to observe deal discussion and decision making process
15
Participate in client meetings to understand investor relations
16
Approval: Director of client meeting participation
17
Explanation of performance tracking and reporting
18
Understanding of compliance requirements and risk management strategies
19
Shadow senior associates for a day to understand day-to-day operations
20
Completion of all mandatory compliance and ethics training