Understanding procedures and protocols for structured finance
4
Training on deal origination and structuring
5
Meeting with team lead to understand priorities
6
Approval: Team Lead for Understanding Priorities
7
Training on data analysis tools and techniques
8
Accessing client portfolios to build understanding
9
Learning how to prepare term sheets and other documentation
10
Understanding the regulatory environment and compliance requirements
11
Approval: Compliance Officer for Regulatory Understanding
12
Learning to perform financial modelling and analysis
13
Training on risk assessment and management techniques
14
Understanding principles of credit analysis and ratings
15
Training on cross-functional collaboration strategies
16
Shadowing a senior analyst on a live project
17
Approval: Senior Analyst for Project Shadowing
18
Networking with internal and external stakeholders
19
Start working on independent task/assignments
20
Approval: Supervisor for First Independent Assignment
Introduction to the structured finance team
This task is the first step for new analysts to get acquainted with the structured finance team. You will learn about the team's role within the organization and their responsibilities. By understanding the team dynamics, you will be able to collaborate effectively and contribute to the overall success of the team. What can you bring to the team? How can your skills benefit the structured finance department? To successfully complete this task, you will need to attend an introductory presentation and engage with team members to gain a comprehensive understanding of their work.
Familiarisation with systems and platforms
In this task, you will familiarize yourself with the various systems and platforms used by the structured finance team. By becoming proficient in these tools, you will be able to streamline your workflow and enhance your productivity. What challenges might you face while learning these systems? What resources or training materials are available to help you overcome these challenges? To complete this task, you will need to attend training sessions and actively practice using the systems and platforms.
Understanding procedures and protocols for structured finance
This task focuses on understanding the procedures and protocols followed by the structured finance team. By adhering to these guidelines, you will ensure consistency and efficiency in your work. What potential challenges could arise while implementing these procedures? How can you overcome them? To successfully complete this task, you will need to review the documented procedures, attend training sessions, and seek clarification from team members whenever necessary.
1
North America
2
Europe
3
Asia
4
Africa
5
Australia
Training on deal origination and structuring
Deal origination and structuring are key aspects of structured finance. In this task, you will receive training on how to identify potential deals, evaluate their feasibility, and structure them appropriately. By mastering these skills, you will contribute to the team's success in sourcing and executing profitable transactions. What challenges might you face while learning deal origination and structuring? How can you overcome them? To complete this task, you will need to attend training sessions, analyze case studies, and participate in mock exercises.
1
Driver's License
2
Passport
3
National ID Card
4
Student ID
5
Voter ID Card
Meeting with team lead to understand priorities
Meeting with the team lead is crucial to align your work with the team's priorities. In this task, you will have a one-on-one meeting with your team lead to discuss your roles and responsibilities and understand the current priorities of the team. How can you ensure effective communication during this meeting? Do you have any specific questions or concerns that you would like to address? To successfully complete this task, you will need to schedule a meeting with your team lead and actively participate in the discussion.
Approval: Team Lead for Understanding Priorities
Will be submitted for approval:
Meeting with team lead to understand priorities
Will be submitted
Training on data analysis tools and techniques
Data analysis is an essential skill for structured finance analysts. In this task, you will receive training on various data analysis tools and techniques used by the team. By mastering these skills, you will be able to effectively analyze financial data and extract valuable insights. What challenges might you face while learning data analysis? How can you overcome them? To successfully complete this task, you will need to attend training sessions, practice using the tools, and seek guidance from experienced team members.
Accessing client portfolios to build understanding
To become an effective structured finance analyst, it is crucial to understand client portfolios. In this task, you will gain access to client portfolios and familiarize yourself with their structure and content. By analyzing client portfolios, you will develop a deeper understanding of their financial position and risk profile. How can you ensure data privacy while accessing client portfolios? What challenges could arise during the analysis of client portfolios? How can you overcome them? To complete this task, you will need to obtain access to client portfolios, review the relevant documents, and actively analyze the information.
Learning how to prepare term sheets and other documentation
Preparing term sheets and other documentation is a crucial skill for a structured finance analyst. In this task, you will receive training on how to prepare accurate and comprehensive term sheets and other documentation required for transactions. By mastering this skill, you will contribute to the smooth execution of deals. What challenges might you face while learning to prepare term sheets? How can you overcome them? To complete this task, you will need to attend training sessions, practice drafting term sheets, and seek feedback from experienced team members.
Understanding the regulatory environment and compliance requirements
Structured finance transactions are subject to regulatory and compliance requirements. In this task, you will gain an understanding of the regulatory environment and compliance requirements relevant to structured finance. By complying with these regulations, you will ensure that the team operates within legal boundaries and minimize the risk of non-compliance. What potential challenges could arise while dealing with the regulatory environment and compliance requirements? How can you address them? To complete this task, you will need to review regulatory documents, attend training sessions, and seek guidance from the compliance team.
1
North America
2
Europe
3
Asia
4
Africa
5
Australia
Approval: Compliance Officer for Regulatory Understanding
Will be submitted for approval:
Understanding the regulatory environment and compliance requirements
Will be submitted
Learning to perform financial modelling and analysis
Financial modelling and analysis are essential skills for structured finance analysts. In this task, you will receive training on how to perform financial modelling and analysis to evaluate the financial viability of transactions. By becoming proficient in these skills, you will contribute to accurate financial assessments and informed decision-making. What challenges might you face while learning financial modelling and analysis? How can you overcome them? To complete this task, you will need to attend training sessions, practice financial modelling, and seek guidance from experienced team members.
Training on risk assessment and management techniques
Risk assessment and management are critical components of structured finance. In this task, you will receive training on how to assess and manage risks associated with structured finance transactions. By understanding and mitigating risks, you will contribute to the overall success and profitability of the team. What challenges might you face while learning risk assessment and management techniques? How can you overcome them? To complete this task, you will need to attend training sessions, analyze case studies, and actively participate in risk assessment exercises.
1
Scenario analysis
2
Monte Carlo simulation
3
Value at Risk (VaR)
4
Sensitivity analysis
5
Stress testing
Understanding principles of credit analysis and ratings
Credit analysis and ratings are fundamental concepts in structured finance. In this task, you will gain an understanding of the principles of credit analysis and the factors considered in credit ratings. By mastering these concepts, you will contribute to accurate credit assessments and informed decision-making. What challenges might you face while learning credit analysis and ratings? How can you overcome them? To complete this task, you will need to attend training sessions, study credit analysis frameworks, and analyze case studies.
Training on cross-functional collaboration strategies
Structured finance involves collaboration with various internal and external stakeholders. In this task, you will receive training on cross-functional collaboration strategies to effectively work with different teams and individuals. By mastering these strategies, you will enhance teamwork and communication, leading to successful outcomes. What challenges might you face while collaborating with different teams? How can you overcome them? To complete this task, you will need to attend training sessions, participate in collaborative projects, and actively seek feedback from stakeholders.
Shadowing a senior analyst on a live project
Shadowing a senior analyst on a live project provides valuable insights and practical learning opportunities. In this task, you will shadow a senior analyst, observe their workflow, and actively learn from their expertise. By doing so, you will gain a deeper understanding of the structured finance process and develop your analytical skills. What challenges might you face while shadowing a senior analyst? How can you leverage this experience to enhance your learning? To complete this task, you will need to coordinate with a senior analyst, schedule the shadowing session, and actively participate in the project.
Approval: Senior Analyst for Project Shadowing
Will be submitted for approval:
Shadowing a senior analyst on a live project
Will be submitted
Networking with internal and external stakeholders
Networking with internal and external stakeholders is essential for a structured finance analyst. In this task, you will actively engage with stakeholders, build professional relationships, and broaden your network. By doing so, you will enhance collaboration and unlock new opportunities for the team. How can you ensure effective networking? What challenges might you face while networking? How can you overcome them? To successfully complete this task, you will need to identify key stakeholders, schedule networking sessions, and actively participate in industry events or conferences.
Start working on independent task/assignments
In this task, you will begin working on independent tasks or assignments assigned by the team lead or senior analysts. This will allow you to apply your knowledge and skills acquired during the onboarding process. What potential challenges could arise while working on independent tasks? How can you overcome them? To successfully complete this task, you will need to review the assigned task, seek clarification if needed, and actively engage in problem-solving and decision-making.
Approval: Supervisor for First Independent Assignment
