{"id":30673,"date":"2023-08-16T03:08:42","date_gmt":"2023-08-16T03:08:42","guid":{"rendered":"https:\/\/www.process.st\/templates\/investment-monitoring-analyst-onboarding\/"},"modified":"2024-03-05T13:39:28","modified_gmt":"2024-03-05T13:39:28","slug":"investment-monitoring-analyst-onboarding","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/investment-monitoring-analyst-onboarding\/","title":{"rendered":"Investment Monitoring Analyst Onboarding"},"content":{"rendered":"\n<section id=\"introduce-the-new-analyst-to-the-team-and-its-culture\"> \n <h2>Introduce the new analyst to the team and its culture<\/h2>\n <div class=\"text-content\">\n   This task involves introducing the new analyst to the team and its culture. It plays a crucial role in helping the new analyst feel welcome and integrated into the team. By providing an overview of the team's culture, values, and dynamics, the new analyst can better understand the working environment and collaborate effectively. The desired result is for the new analyst to feel comfortable and accepted, promoting a positive work atmosphere. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> New Analyst Name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Description of the team's culture and values <\/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> Team members to be introduced to <\/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=\"provide-background-information-about-the-investment-company-and-its-portfolio\"> \n <h2>Provide background information about the investment company and its portfolio<\/h2>\n <div class=\"text-content\">\n   For this task, provide the new analyst with background information about the investment company and its portfolio. It is essential for the new analyst to have a comprehensive understanding of the company's history, vision, and investment approach. This knowledge will help the analyst align with the company's objectives and make informed decisions. The desired result is for the new analyst to be well-informed about the investment company and its portfolio. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Background information about the investment company and its portfolio <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"explaining-the-role-and-responsibilities-of-an-investment-monitoring-analyst\"> \n <h2>Explaining the role and responsibilities of an Investment Monitoring Analyst<\/h2>\n <div class=\"text-content\">\n   In this task, explain the role and responsibilities of an Investment Monitoring Analyst to the new analyst. It is crucial for the new analyst to have a clear understanding of their role in order to fulfill their responsibilities effectively. By outlining the tasks, duties, and expectations, the new analyst can align their efforts with the team's goals. The desired result is for the new analyst to have a comprehensive understanding of their role and responsibilities as an Investment Monitoring Analyst. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Role and responsibilities of an Investment Monitoring Analyst <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"train-the-new-analyst-on-the-companys-investment-strategy-and-monitoring-procedures\"> \n <h2>Train the new analyst on the company's investment strategy and monitoring procedures<\/h2>\n <div class=\"text-content\">\n   This task involves training the new analyst on the company's investment strategy and monitoring procedures. The investment strategy outlines the company's approach, goals, and methods for achieving investment success. The monitoring procedures provide guidance on how to track and assess investment performance. By familiarizing the new analyst with these components, they can contribute to informed decision-making and enhance their analytical skills. The desired result is for the new analyst to be well-versed in the company's investment strategy and monitoring procedures. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Company's investment strategy <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Monitoring procedures <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"familiarize-the-new-analyst-with-the-investment-monitoring-tools-and-software\"> \n <h2>Familiarize the new analyst with the investment monitoring tools and software<\/h2>\n <div class=\"text-content\">\n   For this task, familiarize the new analyst with the investment monitoring tools and software used by the company. The investment monitoring tools and software facilitate data collection, analysis, and reporting. By providing the new analyst with hands-on training and guidance, they can develop proficiency in utilizing these tools effectively. The desired result is for the new analyst to be well-informed and comfortable using the investment monitoring tools and software. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Investment monitoring tools and software <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"review-compliance-regulations\"> \n <h2>Review: Compliance Regulations<\/h2>\n <div class=\"text-content\">\n   In this task, review compliance regulations with the new analyst. Compliance regulations encompass legal and regulatory requirements that the company must adhere to in its investment practices. By familiarizing the new analyst with these regulations, they can ensure that their work aligns with legal and ethical standards. The desired result is for the new analyst to have a thorough understanding of compliance regulations and their implications in investment monitoring. \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select compliance regulation <\/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      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      EU directives \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      Financial Conduct Authority guidelines \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      ASIC regulations \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      SFC regulations \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"train-the-new-analyst-on-risk-assessment-and-management\"> \n <h2>Train the new analyst on risk assessment and management<\/h2>\n <div class=\"text-content\">\n   This task involves training the new analyst on risk assessment and management. Risk assessment involves identifying, analyzing, and evaluating potential risks associated with investments. Risk management strategies aim to mitigate or control these risks. By providing comprehensive training and examples, the new analyst can effectively assess and manage risks. The desired result is for the new analyst to have a strong understanding of risk assessment and management in investment monitoring. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Risk assessment techniques <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Risk management strategies <\/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      Diversification \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      Insurance \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      Hedging \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      Derivatives \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      Stop-loss orders \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       6 \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      Option contracts \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"assign-the-new-analyst-to-shadow-a-seasoned-investment-monitoring-analyst\"> \n <h2>Assign the new analyst to shadow a seasoned Investment Monitoring Analyst<\/h2>\n <div class=\"text-content\">\n   For this task, assign the new analyst to shadow a seasoned Investment Monitoring Analyst. Shadowing allows the new analyst to observe and learn from an experienced professional. By shadowing, the new analyst can gain insights into best practices, techniques, and real-world scenarios. The desired result is for the new analyst to acquire practical knowledge and skills from the seasoned analyst through this shadowing experience. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Seasoned Investment Monitoring Analyst to shadow <\/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=\"provide-training-on-reporting-procedures-and-protocols\"> \n <h2>Provide training on reporting procedures and protocols<\/h2>\n <div class=\"text-content\">\n   In this task, provide training on reporting procedures and protocols to the new analyst. Reporting procedures outline the processes and formats for documenting and communicating investment monitoring findings. By providing comprehensive training and examples, the new analyst can effectively prepare accurate and insightful reports. The desired result is for the new analyst to be proficient in reporting procedures and protocols. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Reporting procedures and protocols <\/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-training-completion\"> \n <h2>Approval: Training Completion<\/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\">Train the new analyst on the company's investment strategy and monitoring procedures<\/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\">Familiarize the new analyst with the investment monitoring tools and software<\/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-a-simple-investment-monitoring-task-under-guidance\"> \n <h2>Assign a simple investment monitoring task under guidance<\/h2>\n <div class=\"text-content\">\n   Assign a simple investment monitoring task to the new analyst under guidance. This task allows the new analyst to apply their knowledge and skills while receiving support and guidance from a more experienced team member. The desired result is for the new analyst to successfully complete the assigned task and gain confidence in their abilities. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Description of the simple investment monitoring task <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Experienced team member providing guidance <\/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=\"review-new-analysts-first-assignment\"> \n <h2>Review: New Analyst's First Assignment<\/h2>\n <div class=\"text-content\">\n   This task involves reviewing the new analyst's first assignment. The review aims to provide feedback on the quality, accuracy, and adherence to procedures in the assigned task. By reviewing the assignment, the new analyst can learn from their work and make improvements. The desired result is for the new analyst to receive constructive feedback and identify areas for growth. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Feedback and improvement points <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"discuss-feedback-and-improvement-points-with-the-new-analyst\"> \n <h2>Discuss feedback and improvement points with the new analyst<\/h2>\n <div class=\"text-content\">\n   For this task, engage in a discussion with the new analyst to provide feedback on their work and discuss improvement points. By addressing feedback and improvement areas, the new analyst can enhance their skills and performance. The desired result is for the new analyst to understand the feedback and improvement points and develop strategies for growth. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Feedback and improvement points <\/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-first-assignment-performance\"> \n <h2>Approval: First Assignment Performance<\/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\">Assign a simple investment monitoring task under guidance<\/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=\"gradually-increase-the-complexity-of-assignments-as-skills-improve\"> \n <h2>Gradually increase the complexity of assignments as skills improve<\/h2>\n <div class=\"text-content\">\n   This task involves gradually increasing the complexity of assignments as the new analyst's skills improve. By providing challenging tasks and opportunities for growth, the new analyst can enhance their analytical capabilities and decision-making skills. The desired result is for the new analyst to continuously develop and demonstrate increased proficiency in investment monitoring. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Description of the complex 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=\"schedule-regular-meetings-with-supervisor-for-progress-review\"> \n <h2>Schedule regular meetings with supervisor for progress review<\/h2>\n <div class=\"text-content\">\n   In this task, schedule regular meetings with the supervisor to review the new analyst's progress. Regular meetings provide an opportunity to discuss achievements, challenges, and set goals for further development. By maintaining open communication and feedback loops, the new analyst can receive guidance and support for continuous improvement. The desired result is for the new analyst to have regular progress review meetings with the supervisor. \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Meeting date and time <\/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 <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Supervisor for progress review <\/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=\"approval-supervisor\"> \n <h2>Approval: Supervisor<\/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\">Review: New Analyst's First 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=\"enrolling-the-new-analyst-in-any-ongoing-investment-projects\"> \n <h2>Enrolling the new analyst in any ongoing investment projects<\/h2>\n <div class=\"text-content\">\n   For this task, enroll the new analyst in any ongoing investment projects. This allows the new analyst to actively contribute to real-world investment monitoring activities. By participating in ongoing projects, the new analyst can apply their skills and knowledge in a practical setting. The desired result is for the new analyst to be actively involved in ongoing investment projects. \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select ongoing investment project <\/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      Project 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      Project 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      Project C \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      Project D \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      Project E \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduce the new analyst to the team and its culture This task involves introducing the new analyst to the team and its culture. It plays a crucial role in helping the new analyst feel welcome and integrated into the team. By providing an overview of the team's culture, values, and dynamics, the new analyst can [&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\udcc8","cover_icon_url":"","tasks_count":"18","template_description":"","template_id":"jE1lbGrh1l1gr94Pu55Ehw","task_0":"Introduce the new analyst to the team and its culture","task_slug_0":"introduce-the-new-analyst-to-the-team-and-its-culture","task_1":"Provide background information about the investment company and its portfolio","task_slug_1":"provide-background-information-about-the-investment-company-and-its-portfolio","task_2":"Explaining the role and responsibilities of an Investment Monitoring Analyst","task_slug_2":"explaining-the-role-and-responsibilities-of-an-investment-monitoring-analyst","task_3":"Train the new analyst on the company's 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