Templates
Finance
Repo Trader Onboarding
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Repo Trader Onboarding

1
Signing employment contract
2
Providing personal details for HR records
3
Completion of all necessary regulatory forms
4
Enrollment in company benefits plans
5
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