As an Associate 2 you will:

• Prepare Portfolio of Investments as well as monthly marketing literature and their associated supplemental schedules in accordance with the set procedures. This also includes preparing regulatory reports like Form N-MFP and ensure that all deliverables are completed accurately and within agreed time.
• Perform line by line and foot the typeset documents and assist in the coordination of comments to the printer
• Assist in the preparation, self-review, and delivery of applicable services
• Understand and meet all deadlines, manage time accordingly and escalate any issues to the Senior Associate or Officer responsible
• Accurately complete and sign off on all SOPs and checklists
• Effectively use automation and technology
• Volunteer for ad-hoc projects and help with last minute requests
• Provide on-the-job training and ensure coverage for activities