Prepare and send welcome email to Senior Investment Analyst
2
Setup company email account for the new hire
3
Issue company ID and office key card
4
Assign office workstation and IT equipment
5
Provide access to financial databases/software used by the company
6
Approval: IT Department
7
Arrange orientation with HR for company policies and benefits overview
8
Arrange meeting with direct supervisor for role expectations and performance goals
9
Arrange meetings with investment team members for introductions
10
Provide list of key clients and ongoing projects
11
Assign a mentor for the first month
12
Schedule participation in ongoing project meetings
13
Arrange training for proprietary investment tools and software
14
Provide reading material on company’s investment philosophy and strategies
15
Registrar to the regular departmental and organization-wide meetings
16
Arrange session with compliance officer for financial regulations briefing
17
Approval: Direct Supervisor
18
Approval: HR Department
19
Setup regular check-in meetings for first 3 months
20
Provide feedback and progress report at the end of first month
Prepare and send welcome email to Senior Investment Analyst
Compose a friendly welcome email to introduce the new Senior Investment Analyst to the company. Highlight the significance of their role and its impact on the investment process. Mention that the email should include details about their start date, office location, and where to report on the first day.
Setup company email account for the new hire
Assist the new hire in setting up their company email account. Explain the process of creating an email account, including the required information and steps to follow. Address potential challenges, such as forgotten passwords, and provide resources or tools to retrieve or reset passwords.
Issue company ID and office key card
Issue the new hire with a company ID and office key card. Explain the importance of these items for accessing the office premises and highlight their role in maintaining security. Provide instructions on how to use the key card and emphasize the need for its safekeeping.
Assign office workstation and IT equipment
Assign a suitable office workstation and necessary IT equipment to the new hire. Describe the process of selecting a workstation and provide options for IT equipment, such as a Mac, Desktop PC, or Mouse. Instruct the new hire to report any issues or requests related to their assigned workstation or equipment.
1
Mac
2
Desktop PC
3
Mouse
Provide access to financial databases/software used by the company
Grant the new hire access to the financial databases and software used by the company. Explain the importance of these resources for conducting investment analysis and decision-making. Instruct the new hire to keep their account credentials confidential and provide information on how to access the databases/software.
1
Bloomberg Terminal
2
Morningstar Direct
3
FactSet
4
Thomson Reuters Eikon
5
S&P Capital IQ
Approval: IT Department
Will be submitted for approval:
Assign office workstation and IT equipment
Will be submitted
Arrange orientation with HR for company policies and benefits overview
Schedule an orientation session with HR to provide the new hire with an overview of the company's policies and benefits. Highlight the importance of understanding and adhering to these policies for a smooth integration into the company. Include information on any required documentation or forms that the new hire should bring to the orientation.
Arrange meeting with direct supervisor for role expectations and performance goals
Arrange a meeting between the new hire and their direct supervisor to discuss role expectations and set performance goals. Emphasize the importance of aligning expectations and provide guidance on how to establish effective communication with the supervisor. Encourage the new hire to ask questions and seek clarification during the meeting.
Arrange meetings with investment team members for introductions
Coordinate meetings between the new hire and members of the investment team for introductions. Explain the significance of building professional relationships within the team and the potential benefits of collaboration. Provide a list of investment team members for the new hire to review and suggest any specific individuals they would like to meet.
1
John Smith
2
Jane Doe
3
Michael Johnson
4
Emily Brown
5
Robert Wilson
Provide list of key clients and ongoing projects
Share a list of key clients and ongoing projects with the new hire. Explain the importance of understanding the company's client base and ongoing initiatives for effective investment analysis and decision-making. Encourage the new hire to familiarize themselves with the clients and projects list.
Assign a mentor for the first month
Assign a mentor to guide and support the new hire during their first month. Describe the role of a mentor in providing guidance, addressing questions or concerns, and facilitating the new hire's integration into the company. Instruct the mentor to schedule regular check-in meetings with the new hire.
Schedule participation in ongoing project meetings
Schedule the new hire's participation in ongoing project meetings. Explain the importance of attending these meetings for gaining insights into project dynamics, contributing to discussions, and learning from experienced team members. Provide a list of ongoing project meetings and their schedules for the new hire to review.
1
Project A - Every Monday, 9:00 AM
2
Project B - Every Tuesday, 2:00 PM
3
Project C - Every Wednesday, 11:00 AM
4
Project D - Every Thursday, 3:00 PM
5
Project E - Every Friday, 10:00 AM
Arrange training for proprietary investment tools and software
Arrange training sessions for the new hire on the proprietary investment tools and software used by the company. Explain the significance of learning how to effectively utilize these tools for conducting investment analysis and decision-making. Provide information on the training schedule and required resources or tools.
Provide reading material on company’s investment philosophy and strategies
Provide the new hire with reading material on the company's investment philosophy and strategies. Explain the importance of aligning investment decisions with the company's philosophy and highlight the potential benefits of incorporating the recommended strategies. Include resources or references for further exploration.
Registrar to the regular departmental and organization-wide meetings
Register the new hire to the regular departmental and organization-wide meetings. Emphasize the value of attending these meetings for staying informed about the company's operations, initiatives, and broader market trends. Provide a list of regular meetings and their schedules for the new hire to review.
1
Departmental Meeting - Every Monday, 10:00 AM
2
Organization-wide Meeting - Every Friday, 4:00 PM
Arrange session with compliance officer for financial regulations briefing
Arrange a session between the new hire and the compliance officer for a briefing on financial regulations. Explain the importance of compliance with regulations for maintaining the company's integrity and avoiding legal risks. Instruct the new hire to prepare any relevant questions or concerns for the session.
Approval: Direct Supervisor
Will be submitted for approval:
Arrange meeting with direct supervisor for role expectations and performance goals
Will be submitted
Approval: HR Department
Will be submitted for approval:
Arrange orientation with HR for company policies and benefits overview
Will be submitted
Setup regular check-in meetings for first 3 months
Schedule regular check-in meetings with the new hire for the first 3 months. Describe the purpose of these meetings, which include tracking progress, addressing any challenges or concerns, and providing feedback. Instruct the new hire to come prepared with updates and questions for the meetings.
Provide feedback and progress report at the end of first month
Provide feedback and progress report to the new hire at the end of their first month. Explain the purpose of the feedback, which includes recognizing achievements, identifying areas for improvement, and facilitating professional growth. Instruct the new hire to reflect on their progress and contribute to the report.
