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Hedge Fund Investor Relations Associate Onboarding

Welcome the new hire and provide them with an overview of the company and department

Introduce them to their new team and assign a mentor

Setup of work station and distribution of necessary equipment/software

Provide them with access to necessary databases and client information

Review company policies including non-disclosure and confidentiality agreements

Approval: Review of Company Policies

Provide training on client communication and management protocols

Distribute a list of key clients and funds that they will be responsible for managing

Arrange shadowing sessions with experienced associates

Provide a walkthrough of company's portfolio and funds strategies

Familiarize them with the company's CRM and client tracking systems

Train them on preparing monthly and quarterly fund performance reports

Introduce them to the firm's compliance regulations

Approval: Understanding of Compliance Regulations

Schedule a meeting with fund managers and analysts

Train them on responding to investor inquiries and requests

Initiate them into regular team meetings and client calls

Allow them to observe client meetings and give feedback

Assign them their first set of tasks under the supervision of their mentor

Review their performance after one month and provide constructive feedback

Welcome the new hire and provide them with an overview of the company and department

Welcome the new hire to the company and provide them with an overview of the company's mission, goals, and values. Explain the role of the investor relations department and how it supports the overall goals of the company. Emphasize the importance of building relationships with investors and stakeholders. Talk about the team structure and the different roles and responsibilities within the department. Share any recent achievements or milestones that the department has accomplished to showcase the impact of their work. Discuss the key performance indicators (KPIs) and metrics used to measure success in investor relations. Encourage the new hire to ask questions and engage in a conversation to make them feel comfortable and valued.

What are your first impressions of the company?

Introduce them to their new team and assign a mentor

Introduce the new hire to their new team members, including colleagues in the investor relations department and any other teams they will be collaborating with. Provide a brief background of each team member, highlighting their roles and expertise. Assign a mentor to the new hire who will guide them through the onboarding process and provide ongoing support and mentorship. Emphasize the importance of building strong relationships with team members and encourage collaboration and communication.

Select a mentor for the new hire

Setup of work station and distribution of necessary equipment/software

Ensure that the new hire's workstation is set up properly with all the necessary equipment and software. This includes providing them with a computer/laptop, monitor, keyboard, mouse, and any other hardware required. Install the relevant software and programs needed for their role, such as communication tools, client management systems, and data analysis software. Test all the equipment and software to ensure they are functioning properly. Provide instructions on how to access and use the equipment and software. Address any technical challenges or issues that may arise and provide support in resolving them.

Select the necessary equipment/software provided to the new hire

1

Computer/laptop
2

Monitor
3

Keyboard
4

Mouse
5

Other

Provide them with access to necessary databases and client information

Grant the new hire access to all the necessary databases and client information required for their role. This includes providing login credentials and instructions on how to access the databases. Explain the importance of maintaining confidentiality and proper data security measures. Highlight any specific protocols or guidelines to follow when handling client information. Address any concerns or questions the new hire may have regarding access to sensitive information.

Select the necessary databases the new hire needs access to

1

Database A
2

Database B
3

Database C
4

Database D
5

Other

Review company policies including non-disclosure and confidentiality agreements

Review company policies with the new hire. Discuss non-disclosure agreements, confidentiality agreements, and any other policies that are relevant to their role. Address any questions or concerns they may have and ensure they understand their responsibilities in maintaining client confidentiality and information security.

Policies to be reviewed