{"id":30384,"date":"2023-08-07T05:11:08","date_gmt":"2023-08-07T05:11:08","guid":{"rendered":"https:\/\/www.process.st\/templates\/investment-strategist-onboarding\/"},"modified":"2024-03-05T13:25:25","modified_gmt":"2024-03-05T13:25:25","slug":"investment-strategist-onboarding","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/investment-strategist-onboarding\/","title":{"rendered":"Investment Strategist Onboarding"},"content":{"rendered":"\n<section id=\"provide-introductory-material-about-the-companys-investment-strategies\"> \n <h2>Provide introductory material about the company's investment strategies<\/h2>\n <div class=\"text-content\">\n   This task involves providing the new investment strategist with introductory material about the company's investment strategies. The purpose is to familiarize them with the company's approach to investment and give them a foundation for their work. The desired result is for the investment strategist to have a good understanding of the company's investment strategies. The materials can include documents, videos, or presentations. What format would you prefer for the introductory material? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Format for introductory material <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Documents \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Videos \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Presentations \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"organize-a-meet-and-greet-with-the-investment-team\"> \n <h2>Organize a meet and greet with the investment team<\/h2>\n <div class=\"text-content\">\n   In this task, you will organize a meet and greet session with the investment team. The purpose of this session is to introduce the new investment strategist to the team and promote collaboration. The desired outcome is for the investment strategist to feel welcome and comfortable working with the team. What date would be suitable for the meet and greet session? \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Date for meet and greet session <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"provide-hardware-and-software-access-needed-for-the-role\"> \n <h2>Provide hardware and software access needed for the role<\/h2>\n <div class=\"text-content\">\n   This task involves providing the new investment strategist with the necessary hardware and software access for their role. The goal is to ensure that they have the tools they need to perform their job effectively. The hardware may include a laptop, desktop PC, or other devices. What hardware would you like to provide to the investment strategist? \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Hardware for investment strategist <\/label> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Laptop \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Desktop PC \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Other \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"assign-an-introduction-to-the-firms-investment-platforms\"> \n <h2>Assign an introduction to the firm's investment platforms<\/h2>\n <div class=\"text-content\">\n   In this task, you will assign an introduction to the firm's investment platforms for the new investment strategist. The purpose is to familiarize them with the firm's investment platforms and how they are used for investment management. The desired outcome is for the investment strategist to have a basic understanding of the firm's investment platforms. Which investment platform would you like to assign for the introduction? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Investment platform for introduction <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Platform A \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Platform B \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Platform C \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"provide-training-on-companys-risk-management-approach\"> \n <h2>Provide training on company's risk management approach<\/h2>\n <div class=\"text-content\">\n   This task involves providing training to the new investment strategist on the company's risk management approach. The purpose is to ensure that they understand the company's approach to managing investment risks. The desired result is for the investment strategist to have a good understanding of the company's risk management practices. What format would you prefer for the training? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Format for training <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      In-person \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Online \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Video conference \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"introduction-to-regulatory-and-legal-guidelines\"> \n <h2>Introduction to regulatory and legal guidelines<\/h2>\n <div class=\"text-content\">\n   In this task, you will provide an introduction to the regulatory and legal guidelines that govern investment strategies. The purpose is to ensure that the investment strategist understands the legal framework in which they will be operating. The desired outcome is for the investment strategist to have a good understanding of the regulatory and legal guidelines. What type of resources would you like to provide for the introduction? \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Resources for introduction <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Documents \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Online resources \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Presentations \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Training videos \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Case studies \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"meet-with-compliance-department-for-review-of-internal-policies\"> \n <h2>Meet with Compliance Department for review of internal policies<\/h2>\n <div class=\"text-content\">\n   This task involves scheduling a meeting with the Compliance Department for a review of internal policies. The purpose is to ensure that the investment strategist understands and complies with the company's internal policies. The desired result is for the investment strategist to have a clear understanding of the internal policies. When would be a convenient time for the meeting? \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Date for meeting with Compliance Department <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-compliance-department\"> \n <h2>Approval: Compliance Department<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Meet with Compliance Department for review of internal policies<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"assign-casestudies-about-previous-investment-strategies\"> \n <h2>Assign case-studies about previous investment strategies<\/h2>\n <div class=\"text-content\">\n   In this task, you will assign case-studies about previous investment strategies to the new investment strategist. The purpose is to provide them with real-life examples to learn from and apply to their work. The desired outcome is for the investment strategist to gain insights from the case-studies and enhance their knowledge. How many case-studies would you like to assign? \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Number of case-studies to assign <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"discussion-with-team-about-historical-performance\"> \n <h2>Discussion with team about historical performance<\/h2>\n <div class=\"text-content\">\n   This task involves having a discussion with the investment team about the historical performance of the company's investment strategies. The purpose is to share insights and learn from past experiences. The desired outcome is for the investment strategist to have a good understanding of the historical performance data. What specific aspects of historical performance would you like to discuss? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Specific aspects of historical performance <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"provide-understanding-of-the-client-pipeline\"> \n <h2>Provide understanding of the client pipeline<\/h2>\n <div class=\"text-content\">\n   In this task, you will provide an understanding of the client pipeline to the new investment strategist. The purpose is to give them insights into the company's client acquisition and retention processes. The desired outcome is for the investment strategist to have a clear understanding of the client pipeline. What format would you prefer for providing the understanding of the client pipeline? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Format for providing understanding of client pipeline <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Documents \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Presentations \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Diagrams \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Training videos \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"training-on-crm-and-portfolio-management-systems\"> \n <h2>Training on CRM and portfolio management systems<\/h2>\n <div class=\"text-content\">\n   This task involves providing training on the CRM (Customer Relationship Management) and portfolio management systems to the new investment strategist. The purpose is to familiarize them with the systems used for client management and portfolio tracking. The desired result is for the investment strategist to have a good understanding of the CRM and portfolio management systems. What format would you prefer for the training? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Format for training <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      In-person \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Online \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Video conference \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"approval-it-system-access\"> \n <h2>Approval: IT System Access<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Provide hardware and software access needed for the role<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"schedule-client-meetings-under-supervisor-guidance\"> \n <h2>Schedule client meetings under supervisor guidance<\/h2>\n <div class=\"text-content\">\n   In this task, you will schedule client meetings under the guidance of the supervisor. The purpose is to give the investment strategist practical experience in conducting client meetings while receiving guidance from their supervisor. The desired outcome is for the investment strategist to gain confidence and improve their client interaction skills. What dates would be suitable for scheduling the client meetings? \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Dates for scheduling client meetings <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"develop-example-client-proposals\"> \n <h2>Develop example client proposals<\/h2>\n <div class=\"text-content\">\n   This task involves developing example client proposals. The purpose is to provide the investment strategist with an opportunity to practice crafting persuasive and well-structured client proposals. The desired result is for the investment strategist to develop high-quality client proposals. How many example client proposals would you like to develop? \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Number of example client proposals to develop <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"mock-client-meetings-with-team\"> \n <h2>Mock client meetings with team<\/h2>\n <div class=\"text-content\">\n   This task involves conducting mock client meetings with the team. The purpose is to simulate real client interactions and provide the investment strategist with feedback and improvement opportunities. The desired outcome is for the investment strategist to refine their client communication skills. How many mock client meetings would you like to conduct? \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Number of mock client meetings to conduct <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-investment-proposals\"> \n <h2>Approval: Investment Proposals<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Develop example client proposals<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"feedback-session-with-immediate-supervisor\"> \n <h2>Feedback session with immediate supervisor<\/h2>\n <div class=\"text-content\">\n   In this task, you will have a feedback session with the immediate supervisor. The purpose is to discuss the investment strategist's progress, address any concerns, and provide constructive feedback. The desired outcome is for the investment strategist to receive guidance and support for their professional development. When would be a convenient time for the feedback session? \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Date for feedback session <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"introduction-to-ongoing-projects\"> \n <h2>Introduction to ongoing projects<\/h2>\n <div class=\"text-content\">\n   This task involves providing an introduction to the ongoing projects within the investment team. The purpose is to give the investment strategist visibility into the current projects and their objectives. The desired result is for the investment strategist to understand the ongoing projects and how they contribute to the company's goals. What format would you prefer for the introduction? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Format for introduction <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Documents \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Presentations \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Diagrams \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Meeting with project leads \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"assign-mentor-for-first-3-months\"> \n <h2>Assign mentor for first 3 months<\/h2>\n <div class=\"text-content\">\n   This task involves assigning a mentor for the first 3 months of the investment strategist's onboarding period. 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