{"id":30385,"date":"2023-08-07T05:12:12","date_gmt":"2023-08-07T05:12:12","guid":{"rendered":"https:\/\/www.process.st\/templates\/investment-writer-onboarding\/"},"modified":"2024-03-05T13:25:26","modified_gmt":"2024-03-05T13:25:26","slug":"investment-writer-onboarding","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/investment-writer-onboarding\/","title":{"rendered":"Investment Writer Onboarding"},"content":{"rendered":"\n<section id=\"provide-investment-writer-with-necessary-equipment-and-software-access\"> \n <h2>Provide investment writer with necessary equipment and software access<\/h2>\n <div class=\"text-content\">\n   In this task, you will ensure that the investment writer has all the necessary equipment and software access to perform their role effectively. This includes providing them with a computer, access to relevant software programs, and any other tools they may need. The desired result is that the investment writer is fully equipped and ready to start their job without any technical issues. Do you have all the required equipment and software? If not, what are the challenges you are facing? How can we assist you in resolving them? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> List of necessary equipment and software <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"investment-team-introduction\"> \n <h2>Investment team introduction<\/h2>\n <div class=\"text-content\">\n   Introduce the investment writer to the investment team. This task plays a crucial role in building relationships and fostering collaboration within the team. The desired outcome is to create a sense of belonging and provide a supportive environment for the investment writer. What are your initial thoughts on the investment team? How do you see yourself contributing to the team's success? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Key takeaways from the introduction <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select your mentor <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"introduction-to-company-policies-and-systems\"> \n <h2>Introduction to company policies and systems<\/h2>\n <div class=\"text-content\">\n   Familiarize the investment writer with the company's policies and systems. This task is essential for ensuring compliance and promoting a shared understanding of how things work within the organization. The desired outcome is that the investment writer has a clear understanding of the policies and systems in place. What are the policies or systems that you find most interesting or challenging? How can we support you in navigating them effectively? \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select the policies or systems you find most interesting or challenging <\/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      Code of Conduct \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      Data Privacy Policy \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      Timekeeping System \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      Content Management System \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      Risk Management Framework \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"providing-necessary-reading-materials-on-company-and-industry\"> \n <h2>Providing necessary reading materials on company and industry<\/h2>\n <div class=\"text-content\">\n   Provide the investment writer with relevant reading materials on the company and the investment industry. This task aims to enhance their knowledge and understanding of the organization's background and the broader industry landscape. The desired outcome is that the investment writer gains valuable insights that can inform their work. What topics or areas within the company or industry are you particularly interested in? How can we support your learning journey? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select the topics or areas you are particularly interested in <\/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      Company history \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      Investment strategies \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      Competitor analysis \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      Economic trends \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      Regulatory frameworks \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"understanding-the-companys-investment-strategy\"> \n <h2>Understanding the company\u2019s investment strategy<\/h2>\n <div class=\"text-content\">\n   Ensure the investment writer understands the company's investment strategy. This task plays a crucial role in aligning the writer's work with the organization's goals and objectives. The desired outcome is that the investment writer has a clear understanding of the investment strategy and can effectively contribute to its implementation. How do you see your role in supporting the company's investment strategy? Are there any aspects that you would like more clarification on? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> List three key elements of the company's investment strategy <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"training-on-companys-content-and-writing-guidelines\"> \n <h2>Training on company's content and writing guidelines<\/h2>\n <div class=\"text-content\">\n   Provide training on the company's content and writing guidelines to the investment writer. This task is essential for ensuring consistency and maintaining the organization's brand voice. The desired outcome is that the investment writer can produce high-quality content that aligns with the company's standards. How comfortable are you with writing according to specific guidelines? Do you have any questions or concerns regarding the content and writing guidelines? \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Content and writing guidelines training <\/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      Style guide \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      Keyword research process \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      Editing and proofreading checklist \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      Internal linking strategy \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      SEO best practices \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"introduction-to-compliance-and-legal-requirements\"> \n <h2>Introduction to compliance and legal requirements<\/h2>\n <div class=\"text-content\">\n   Introduce the investment writer to compliance and legal requirements relevant to their role. This task ensures that the writer understands and complies with industry regulations and legal obligations. The desired outcome is that the investment writer is aware of their responsibilities in relation to compliance and legal matters. How do you see yourself integrating compliance and legal requirements into your work? Do you have any concerns or questions regarding these requirements? \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select the compliance and legal requirements that are most relevant to your role <\/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      SEC Regulations \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      Anti-Money Laundering (AML) Policies \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      Ethics and Whistleblower Protection \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      Disclosure Requirements \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      Intellectual Property Rights \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"initial-investment-writing-assignment\"> \n <h2>Initial investment writing assignment<\/h2>\n <div class=\"text-content\">\n   Assign the investment writer a preliminary investment writing task. This assignment serves as an opportunity to assess the writer's skills and understanding of the investment domain. The desired outcome is for the writer to produce a high-quality piece that showcases their capabilities. What are your initial thoughts on the investment writing assignment? Is there anything specific you would like to receive feedback on? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Investment writing assignment <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-review-initial-assignment\"> \n <h2>Approval: Review initial assignment<\/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\">Initial investment writing assignment<\/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=\"provide-feedback-and-guidance-on-initial-assignment\"> \n <h2>Provide feedback and guidance on initial assignment<\/h2>\n <div class=\"text-content\">\n   Review the investment writer's initial assignment and provide constructive feedback and guidance. This task is crucial for facilitating the writer's growth and improvement. The desired outcome is for the writer to incorporate the feedback and enhance their skills. How do you plan to incorporate the feedback provided into your future work? What support or resources do you need to further develop your investment writing skills? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Feedback and guidance on initial assignment <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"information-on-the-companys-client-needs-and-demographic\"> \n <h2>Information on the company's client needs and demographic<\/h2>\n <div class=\"text-content\">\n   Provide the investment writer with information about the company's client needs and demographic. This task aims to enable the writer to tailor their content to the target audience effectively. The desired outcome is for the writer to produce client-centric content that resonates with the company's target market. How do you plan to incorporate the knowledge of client needs and demographics into your writing? Is there anything specific you would like to learn about the target audience? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Key takeaways on the company's client needs and demographic <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"sensitive-information-handling-and-confidentiality-training\"> \n <h2>Sensitive information handling and confidentiality training<\/h2>\n <div class=\"text-content\">\n   Provide training on sensitive information handling and confidentiality to the investment writer. This task ensures that the writer understands the importance of data security and the need to maintain confidentiality. The desired outcome is for the writer to handle sensitive information responsibly and protect the company's proprietary data. How comfortable are you with handling sensitive information? Are there any concerns or questions you have regarding data security and confidentiality? \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Sensitive information handling and confidentiality training <\/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      Data encryption protocols \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      Password management best practices \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      Secure file sharing procedures \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      Non-disclosure agreement (NDA) \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      Privacy policy acknowledgment \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"access-to-companys-investment-database-and-tools\"> \n <h2>Access to company's investment database and tools<\/h2>\n <div class=\"text-content\">\n   Grant the investment writer access to the company's investment database and relevant tools. This task enables the writer to conduct thorough research and leverage available resources effectively. The desired outcome is for the writer to have seamless access to the necessary information and tools to perform their job. Do you have access to the company's investment database and tools? If not, what challenges are you facing? How can we assist you in resolving them? \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select the investment database and tools you have access to <\/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      Bloomberg Terminal \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      Morningstar Direct \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      FactSet \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      Excel \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      Reuters Eikon \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"handson-sessions-with-senior-investment-writers\"> \n <h2>Hands-on sessions with senior investment writers<\/h2>\n <div class=\"text-content\">\n   Arrange hands-on sessions with senior investment writers for the investment writer. This task provides an opportunity for knowledge transfer and learning from experienced professionals. The desired outcome is for the investment writer to benefit from the expertise and insights of senior writers. What specific areas or topics would you like to focus on during the hands-on sessions? How do you plan to apply the learnings from these sessions in your work? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Key takeaways from hands-on sessions <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Number of hands-on sessions scheduled <\/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-on-potential-future-articles-and-pitches\"> \n <h2>Discussion on potential future articles and pitches<\/h2>\n <div class=\"text-content\">\n   Engage in a discussion with the investment writer on potential future articles and pitches. This task aims to foster creativity and empower the writer to generate compelling ideas. The desired outcome is for the investment writer to contribute fresh perspectives and develop a pipeline of engaging content. What are some potential topics or angles you would like to explore for future articles and pitches? How do you plan to stay up-to-date with industry trends to generate timely and relevant ideas? \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select potential topics or angles for future articles and pitches <\/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      Sustainable investing \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      Emerging markets opportunities \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      Investment strategies for retirement \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      Tech industry trends \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      Alternative investments \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"joining-investment-meetings-and-calls\"> \n <h2>Joining investment meetings and calls<\/h2>\n <div class=\"text-content\">\n   Invite the investment writer to join investment meetings and calls. This task facilitates cross-team collaboration and allows the writer to gain deeper insights into the investment decision-making process. The desired outcome is for the investment writer to actively participate in discussions and contribute valuable perspectives. How do you plan to make the most of your participation in investment meetings and calls? Are there any specific aspects you would like to learn or observe during these sessions? \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Investment meetings and calls <\/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      Team huddle \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      Investment committee meeting \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      Conference call with portfolio managers \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      Client presentation \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      Research team discussion \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"approval-manager-on-overall-onboarding-progress\"> \n <h2>Approval: Manager on overall onboarding progress<\/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 investment writer with necessary equipment and software access<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Investment team introduction<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Introduction to company policies and systems<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Providing necessary reading materials on company and industry<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Understanding the company\u2019s investment strategy<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Training on company's content and writing guidelines<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Introduction to compliance and legal requirements<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Initial investment writing assignment<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Provide feedback and guidance on initial assignment<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Information on the company's client needs and demographic<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Sensitive information handling and confidentiality training<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Access to company's investment database and tools<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Hands-on sessions with senior investment writers<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Discussion on potential future articles and pitches<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Joining investment meetings and calls<\/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=\"discussing-longterm-goals-and-career-development-paths\"> \n <h2>Discussing long-term goals and career development paths<\/h2>\n <div class=\"text-content\">\n   Engage in a discussion with the investment writer about their long-term goals and potential career development paths. This task aims to align individual aspirations with the company's growth and retention strategies. The desired outcome is to create a roadmap for the writer's professional development within the organization. What are your long-term goals within the investment writing field? How do you envision your career path unfolding? How can we support your professional growth? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Long-term goals and career development aspirations <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"introduction-to-remaining-company-staff\"> \n <h2>Introduction to remaining company staff<\/h2>\n <div class=\"text-content\">\n   Introduce the investment writer to the remaining company staff outside the investment team. This task facilitates networking and builds connections across departments. The desired outcome is for the investment writer to have a broad network of colleagues they can collaborate with. Who among the remaining company staff are you most excited to connect with? How do you plan to leverage these connections in your work? \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select the remaining company staff you are most excited to connect with <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"finalize-onboarding-and-welcome-new-hire-formally\"> \n <h2>Finalize onboarding and welcome new hire formally<\/h2>\n <div class=\"text-content\">\n   Finalize the onboarding process and formally welcome the new investment writer to the team. This task helps create a positive and inclusive work environment right from the start. The desired outcome is for the investment writer to feel valued and supported as they embark on their journey. How do you feel about completing the onboarding process? Is there anything you would like to share or discuss as we officially welcome you to the team? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Your thoughts on the onboarding process <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Provide investment writer with necessary equipment and software access In this task, you will ensure that the investment writer has all the necessary equipment and software access to perform their role effectively. This includes providing them with a computer, access to relevant software programs, and any other tools they may need. The desired result is [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udcdd","cover_icon_url":"","tasks_count":"20","template_description":"","template_id":"gIcl1_0LRUsb0Iag30pELg","task_0":"Provide investment writer with necessary equipment and software access","task_slug_0":"provide-investment-writer-with-necessary-equipment-and-software-access","task_1":"Investment team introduction","task_slug_1":"investment-team-introduction","task_2":"Introduction to company policies and systems","task_slug_2":"introduction-to-company-policies-and-systems","task_3":"Providing necessary reading materials on company and industry","task_slug_3":"providing-necessary-reading-materials-on-company-and-industry","task_4":"Understanding the company\u2019s investment 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