Issuance of company identification and access card
6
Setting up company email and other technology accounts
7
Assigning desk and workspace
8
Introductory meeting with the Repo Trading team
9
Training on company systems and platforms
10
Introduction to key internal and external contacts
11
Approval: Manager for data confidentiality agreement
12
Detailed briefing on Repo Trading principles
13
Undergoing mock trading sessions
14
Guidance on regulatory compliance
15
Fine-tuning of various trading strategies
16
Approval: Principle trader for risk management protocols
17
Introduction to daily trading routine
18
Gaining understanding of the company's proprietary trading systems
19
Training on security procedures
20
Termination and Confidentiality Agreement signing
Signing employment contract
This task involves signing the employment contract, which is a crucial step in the Repo Trader onboarding process. By signing the contract, you acknowledge your commitment to abide by the company's policies and regulations. The desired result is to have a legally binding agreement in place that ensures both parties are aware of their rights and obligations. The know-how required for this task is to carefully read the contract, seek legal advice if needed, and sign it using your full legal name. If you have any questions or concerns regarding the contract, reach out to the HR department for clarification. Remember, signing the employment contract is a significant step towards joining the Repo Trading team.
Providing personal details for HR records
In this task, you will provide your personal details to the HR department for their records. These details help the company in various administrative and communication processes. The desired result is to have accurate and up-to-date personal information in the HR system. Provide details such as your full name, date of birth, home address, phone number, and emergency contact information. Please ensure the information provided is correct and notify the HR department promptly if there are any changes in the future.
Completion of all necessary regulatory forms
This task involves completing all the necessary regulatory forms required for Repo Trader onboarding. These forms ensure compliance with legal and regulatory requirements and help the company maintain accurate records. The desired result is to have all the required forms filled out accurately and submitted to the HR department. The know-how required for this task is to carefully read the forms, provide the requested information, and sign where necessary. If you are unsure about any form or have questions, please seek guidance from the HR department. Remember, accurate completion of regulatory forms is crucial for the Repo Trader onboarding process.
Enrollment in company benefits plans
In this task, you will enroll in the company benefits plans offered to Repo Traders. These benefits plans include healthcare, insurance, retirement savings, and other employee perks. The desired result is to have successfully enrolled in the chosen benefits plans. The know-how required for this task is to review the available options, make informed decisions based on personal needs, and complete the necessary enrollment forms. If you have any questions or need assistance during the enrollment process, reach out to the HR department. Remember, enrolling in company benefits is an important part of your overall compensation package.
1
Option 1
2
Option 2
3
Option 3
4
Option 4
5
Option 5
1
Option 1
2
Option 2
3
Option 3
4
Option 4
5
Option 5
1
Option 1
2
Option 2
3
Option 3
4
Option 4
5
Option 5
Issuance of company identification and access card
In this task, you will receive your company identification and access card, which serves as your official identification within the company premises. The card grants you access to various restricted areas and resources. The desired result is to have your company identification and access card issued to you. The know-how required for this task is to provide a recent photograph for the card and follow any additional instructions provided by the HR department. If you have any concerns or questions regarding your company identification and access card, reach out to the HR department.
Setting up company email and other technology accounts
This task involves setting up your company email and other technology accounts necessary for your role as a Repo Trader. Your company email will be your primary mode of communication within the organization. The desired result is to have your company email and other technology accounts successfully set up. The know-how required for this task is to follow the instructions provided by the IT department, including creating a strong password, configuring email settings, and accessing other relevant technology platforms. If you encounter any technical issues or need assistance during the setup process, contact the IT department for support.
Assigning desk and workspace
In this task, your desk and workspace will be assigned to you. Your desk is where you will carry out your day-to-day activities as a Repo Trader. The desired result is to have a designated desk and workspace that suits your needs. The know-how required for this task is to adhere to any instructions provided by the Facilities department, follow the layout plan of the trading floor, and arrange your workspace in an organized and professional manner. If you have any concerns or need assistance with your desk setup, contact the Facilities department.
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Desktop computer
2
Monitor
3
Keyboard
4
Mouse
5
Chair
Introductory meeting with the Repo Trading team
This task involves an introductory meeting with the Repo Trading team. The purpose of this meeting is to introduce you to your colleagues, foster team cohesion, and provide you with an overview of the team's objectives and responsibilities. The desired result is for you to have a positive and engaging meeting experience that helps you establish relationships and understand the dynamics of the Repo Trading team. The know-how required for this task is to actively participate in the meeting, listen attentively, ask questions, and familiarize yourself with the team members. If you have any specific questions or topics you would like to discuss during the introductory meeting, notify the team leader in advance.
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Team objectives
2
Roles and responsibilities
3
Trading strategies
4
Communication channels and tools
5
Team collaboration
Training on company systems and platforms
In this task, you will receive training on the various company systems and platforms used in the Repo Trading operations. This training will provide you with the necessary skills and knowledge to effectively navigate and utilize these systems for your daily tasks. The desired result is to have a solid understanding of the company's systems and platforms. The know-how required for this task is to actively participate in the training sessions, follow the instructions provided by the trainers, and practice using the systems independently. If you have any questions or need additional training resources, contact the IT department.
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Trading platform
2
Risk management system
3
Reporting tools
4
Data analysis software
5
Communication platforms
Introduction to key internal and external contacts
This task involves an introduction to key internal and external contacts relevant to your role as a Repo Trader. These contacts play a crucial role in supporting your daily activities and fostering collaboration within and outside the organization. The desired result is to have a clear understanding of who these contacts are and how to engage with them. The know-how required for this task is to review the provided list of contacts, take note of their roles and responsibilities, and familiarize yourself with their preferred communication channels. If you have any questions regarding specific contacts or need further guidance on engaging with them, reach out to your team leader or the HR department.
1
Risk management team
2
Operations team
3
Compliance department
4
IT support
5
HR department
1
Regulatory agencies
2
Financial institutions
3
Market data providers
4
Legal advisors
5
Trading counterparties
Approval: Manager for data confidentiality agreement
Will be submitted for approval:
Signing employment contract
Will be submitted
Providing personal details for HR records
Will be submitted
Completion of all necessary regulatory forms
Will be submitted
Enrollment in company benefits plans
Will be submitted
Issuance of company identification and access card
Will be submitted
Setting up company email and other technology accounts
Will be submitted
Assigning desk and workspace
Will be submitted
Introductory meeting with the Repo Trading team
Will be submitted
Training on company systems and platforms
Will be submitted
Introduction to key internal and external contacts
Will be submitted
Detailed briefing on Repo Trading principles
In this task, you will receive a detailed briefing on the principles and strategies employed in Repo Trading. This briefing will provide you with insights into the market dynamics, risk management techniques, and trading principles specific to Repo Trading. The desired result is to have a comprehensive understanding of the Repo Trading principles and their application in real-world scenarios. The know-how required for this task is to actively engage with the presenter, take notes, ask relevant questions, and seek clarification on any areas of uncertainty. If you require additional resources or reference materials for further understanding, reach out to your team leader or the Learning and Development department.
Undergoing mock trading sessions
In this task, you will undergo mock trading sessions to simulate real trading scenarios and practice your trading skills. These sessions will enhance your decision-making abilities, risk assessment techniques, and familiarity with the trading platforms. The desired result is to gain practical experience and confidence in executing trading strategies within a controlled environment. The know-how required for this task is to actively participate in the mock trading sessions, analyze market data, make informed trading decisions, and evaluate the outcomes. If you have any questions or need guidance during the mock trading sessions, consult your team leader or the Trading Operations department.
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Arbitrage
2
Hedging
3
Yield curve positioning
4
Collateral optimization
5
Repo duration targeting
Guidance on regulatory compliance
In this task, you will receive guidance on regulatory compliance related to Repo Trading activities. This guidance is essential to ensure adherence to legal and regulatory requirements and to minimize regulatory risks. The desired result is to have a clear understanding of the regulatory framework governing Repo Trading and the specific compliance obligations. The know-how required for this task is to actively engage with the compliance officer or designated trainer, ask questions, seek clarification, and take note of any compliance manuals or reference materials provided. If you have any concerns or need assistance regarding regulatory compliance, contact the Compliance department.
1
Market abuse prevention
2
Anti-money laundering
3
Client confidentiality
4
Insider trading
5
Transaction reporting
Fine-tuning of various trading strategies
In this task, you will fine-tune various trading strategies used in Repo Trading. This involves analyzing past trading performance, identifying areas for improvement, and adjusting trading strategies accordingly. The desired result is to optimize trading strategies and enhance trading performance. The know-how required for this task is to review trading data, perform statistical analysis, discuss observations with colleagues and supervisors, and propose adjustments to trading strategies. If you require additional support or guidance during the fine-tuning process, consult your team leader or the Trading Strategies department.
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Spread trading
2
Cash and carry arbitrage
3
Reverse repos
4
Term repos
5
Securities lending
Approval: Principle trader for risk management protocols
Will be submitted for approval:
Signing employment contract
Will be submitted
Providing personal details for HR records
Will be submitted
Completion of all necessary regulatory forms
Will be submitted
Enrollment in company benefits plans
Will be submitted
Issuance of company identification and access card
Will be submitted
Setting up company email and other technology accounts
Will be submitted
Assigning desk and workspace
Will be submitted
Introductory meeting with the Repo Trading team
Will be submitted
Training on company systems and platforms
Will be submitted
Introduction to key internal and external contacts
Will be submitted
Detailed briefing on Repo Trading principles
Will be submitted
Undergoing mock trading sessions
Will be submitted
Guidance on regulatory compliance
Will be submitted
Fine-tuning of various trading strategies
Will be submitted
Introduction to daily trading routine
In this task, you will be introduced to the daily trading routine followed by Repo Traders. This routine includes pre-market preparation, trade execution, risk management activities, and post-trade analysis. The desired result is to understand the sequence of activities and key timings involved in the daily trading routine. The know-how required for this task is to actively participate in the training session, take note of the key activities and timings, discuss any concerns or questions with colleagues, and familiarize yourself with the trading floor dynamics. If you have any specific questions regarding the daily trading routine, consult your team leader or the Trading Operations department.
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Market analysis
2
Price discovery
3
Trade execution
4
Risk assessment
5
Trade settlement
Gaining understanding of the company's proprietary trading systems
This task involves gaining an understanding of the company's proprietary trading systems. These systems are specifically developed and customized for Repo Trading to support various trading activities. The desired result is to have a working knowledge of the company's proprietary trading systems and their functionalities. The know-how required for this task is to attend training sessions conducted by the IT department or designated trainers, actively participate in hands-on exercises, and seek guidance from experienced colleagues. If you face any technical issues or need further training on the proprietary trading systems, contact the IT department.
1
Trade execution platform
2
Collateral management system
3
Pricing models
4
Market data feeds
5
Reporting tools
Training on security procedures
In this task, you will receive training on the security procedures implemented within the company. These procedures ensure the confidentiality, integrity, and availability of sensitive information and resources. The desired result is to have a clear understanding of the security procedures and your role in maintaining a secure work environment. The know-how required for this task is to actively participate in the training sessions, follow the instructions provided, report any security incidents or concerns, and apply the security procedures in your daily activities. If you have any questions or need further clarification on security procedures, contact the IT department.
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Password management
2
Data encryption
3
Access control
4
Phishing awareness
5
Physical security measures
Termination and Confidentiality Agreement signing
In this task, you will sign the Termination and Confidentiality Agreement, which outlines the obligations and rights upon termination of employment and emphasizes the importance of maintaining confidentiality. The desired result is to have the agreement signed, acknowledging your understanding and commitment. The know-how required for this task is to carefully read the agreement, seek legal advice if necessary, and sign it using your full legal name. If you have any questions or concerns regarding the Termination and Confidentiality Agreement, reach out to the HR department.