{"id":30677,"date":"2023-08-16T03:13:52","date_gmt":"2023-08-16T03:13:52","guid":{"rendered":"https:\/\/www.process.st\/templates\/investment-sourcing-associate-onboarding\/"},"modified":"2024-04-25T10:18:45","modified_gmt":"2024-04-25T10:18:45","slug":"investment-sourcing-associate-onboarding","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/investment-sourcing-associate-onboarding\/","title":{"rendered":"Investment Sourcing Associate Onboarding"},"content":{"rendered":"\n<section id=\"provide-company-overview-and-introduction-to-investment-strategies\">\n <h2>Provide Company Overview and Introduction to Investment Strategies<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/95ba427c-cc46-4f80-b60a-9913726cb796\/leuIcj-qzDljJYvDCLNHBA.png\" alt=\"Provide Company Overview and Introduction to Investment Strategies\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/95ba427c-cc46-4f80-b60a-9913726cb796\/leuIcj-qzDljJYvDCLNHBA.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  In this task, you will provide the new associate with a comprehensive overview of our company, its mission, vision, and values. Additionally, introduce them to our investment strategies, explaining the different approaches we take to generate returns.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Key Takeaways and Strategies <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Investment Approach Options <\/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     Value 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     Growth Investing\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     Income Investing\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     Momentum Investing\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     Contrarian Investing\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"setup-workstation-and-technology-tools\">\n <h2>Setup Workstation and Technology Tools<\/h2>\n <div class=\"text-content\">\n  This task is crucial to ensure the new associate has a smooth transition into their role. You will be responsible for setting up their workstation and providing them with the necessary technology tools to perform their job effectively. Consider their preferences and optimize their setup to increase productivity.\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Workstation Equipment <\/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     Mac\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     Docking Station\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     Monitor\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     Ergonomic Chair\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Operating System <\/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     Windows 10\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     macOS Catalina\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     Ubuntu 20.04\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     Chrome OS\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     Fedora 33\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"email-and-system-logins-creation\">\n <h2>Email and System Logins Creation<\/h2>\n <div class=\"text-content\">\n  In this task, you will create email and system logins for the new associate. Ensure they receive all the necessary information to set up their accounts smoothly. Provide clear instructions on how to access the systems and emphasize the importance of maintaining strong passwords and confidentiality.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> New Associate's Preferred Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Supervisor's Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"introduce-to-the-investment-team\">\n <h2>Introduce to the Investment Team<\/h2>\n <div class=\"text-content\">\n  Introducing the new associate to the investment team is crucial for fostering a sense of belonging and collaboration. In this task, you will facilitate introductions and provide the new associate with an opportunity to meet team members, ask questions, and learn about their roles within the department.\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Investment Team Members <\/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=\"share-role-expectations-and-performance-metrics\">\n <h2>Share Role Expectations and Performance Metrics<\/h2>\n <div class=\"text-content\">\n  Setting clear expectations and performance metrics is essential for the new associate's success. In this task, you will share the specific goals and deliverables expected from the new associate. Emphasize how their role contributes to the overall success of the investment sourcing team and outline the key performance indicators used to evaluate their performance.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Role Expectations and Deliverables <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Performance Metrics <\/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     Number of qualified investment leads sourced per month\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     Accuracy of investment evaluation reports\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     Contribution to investment team meetings\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     Timely completion of assigned tasks\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"provide-investment-evaluation-training\">\n <h2>Provide Investment Evaluation Training<\/h2>\n <div class=\"text-content\">\n  Equipping the new associate with the necessary skills to evaluate investment opportunities is crucial for their role. In this task, you will provide comprehensive training on investment evaluation techniques, financial analysis, risk assessment, and due diligence. Ensure the training materials are engaging and interactive to facilitate effective learning.\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Investment Evaluation Training Materials <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"review-investment-sourcing-portfolio\">\n <h2>Review Investment Sourcing Portfolio<\/h2>\n <div class=\"text-content\">\n  In this task, you will review the investment sourcing portfolio with the new associate. Discuss past successful investments, key learnings, and areas for improvement. Encourage the new associate to ask questions and provide their insights on potential investment opportunities based on their review of the portfolio.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Review Insights and Opportunities <\/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-investment-sourcing-portfolio\">\n <h2>Approval: Review Investment Sourcing Portfolio<\/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\">\n        <span class=\"title\">Review Investment Sourcing Portfolio<\/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=\"training-on-investment-tracking-software\">\n <h2>Training on Investment Tracking Software<\/h2>\n <div class=\"text-content\">\n  To effectively track and manage investment opportunities, the new associate must be familiar with our investment tracking software. In this task, you will provide training on how to navigate the software, update investment records, and generate reports. Highlight any unique features or best practices to ensure maximum utilization of the software's capabilities.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Investment Tracking Software Used <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Software Website <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"understanding-the-deal-screening-process\">\n <h2>Understanding the Deal Screening Process<\/h2>\n <div class=\"text-content\">\n  A crucial aspect of the new associate's role is dealing screening. In this task, you will provide a detailed understanding of our deal screening process, including the parameters used to evaluate potential investment opportunities, deal flow management, and decision-making criteria. Encourage the new associate to actively participate in discussions and ask questions to deepen their understanding.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Deal Screening Parameters and Criteria <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"understanding-deal-flow-management\">\n <h2>Understanding Deal Flow Management<\/h2>\n <div class=\"text-content\">\n  Managing deal flow is essential to ensure a consistent pipeline of potential investment opportunities. In this task, you will explain our deal flow management process, including lead generation, lead qualification, and deal pipeline management. Highlight any tools or strategies used to streamline the deal flow process.\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Deal Flow 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     Lead Generation Practices\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     CRM System Utilization\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     Industry Networking\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     Investment Conferences\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     Referral Programs\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"participation-in-a-mock-deal-evaluation\">\n <h2>Participation in a Mock Deal Evaluation<\/h2>\n <div class=\"text-content\">\n  To enhance their deal evaluation skills, the new associate will participate in a mock deal evaluation exercise. In this task, you will provide a sample deal and ask the new associate to evaluate its potential as an investment opportunity. This exercise will give them a hands-on experience and allow them to apply the knowledge gained from previous training sessions.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Mock Deal Case Study <\/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-manager-on-mock-deal-evaluation\">\n <h2>Approval: Manager on Mock Deal Evaluation<\/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\">\n        <span class=\"title\">Participation in a Mock Deal Evaluation<\/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=\"training-on-legal-compliance-and-regulatory-requirements\">\n <h2>Training on Legal Compliance and Regulatory Requirements<\/h2>\n <div class=\"text-content\">\n  Ensuring compliance with legal and regulatory requirements is non-negotiable in our industry. In this task, you will provide training on legal compliance and regulatory requirements specific to our investment sourcing activities. Emphasize the importance of ethical practices, confidentiality, and staying up-to-date with legal changes.\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Legal Compliance Training Materials <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"meeting-with-past-and-current-associates-for-insight\">\n <h2>Meeting with Past and Current Associates for Insight<\/h2>\n <div class=\"text-content\">\n  To gain valuable insights and learn from their experiences, the new associate will have the opportunity to meet with past and current associates. In this task, you will facilitate these conversations, encouraging the sharing of best practices, lessons learned, and advice for success in the role. Provide a few prompts to kick-start the conversation and encourage active listening and note-taking.\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Past and Current Associates <\/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=\"understanding-the-investor-relations-processes\">\n <h2>Understanding the Investor Relations Processes<\/h2>\n <div class=\"text-content\">\n  Investor relations play a significant role in our investment sourcing activities. In this task, you will provide an overview of our investor relations processes, including regular communications with investors, investor reporting, and client servicing. Highlight any tools or platforms used for investor relations.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Investor Relations Processes Overview <\/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-other-department-heads\">\n <h2>Introduction to Other Department Heads<\/h2>\n <div class=\"text-content\">\n  Collaboration with other department heads is crucial for the new associate's success. In this task, you will introduce the new associate to other department heads, such as Operations, Compliance, and Finance. Emphasize the importance of cross-functional collaboration and provide an understanding of their roles within the organization.\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Other Department Heads <\/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=\"scheduled-checkin-with-supervisor-for-feedback\">\n <h2>Scheduled Check-in with Supervisor for Feedback<\/h2>\n <div class=\"text-content\">\n  In this task, schedule regular check-in meetings with the new Investment Sourcing Associate's supervisor to provide feedback and support. Discuss their progress, address any challenges or concerns, and offer guidance for improvement. Create an open and supportive environment where the associate feels comfortable sharing their experiences and seeking guidance. How often should the check-in meetings be scheduled, and how can the associate prepare for them?\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Frequency of check-in meetings <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-hr-compliance-training\">\n <h2>Approval: HR Compliance Training<\/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\">\n        <span class=\"title\">Scheduled Check-in with Supervisor for Feedback<\/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","protected":false},"excerpt":{"rendered":"<p>Provide Company Overview and Introduction to Investment Strategies In this task, you will provide the new associate with a comprehensive overview of our company, its mission, vision, and values. Additionally, introduce them to our investment strategies, explaining the different approaches we take to generate returns. 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