Role Overview We are inviting applications for the role of Backend Research & Data Associate on a part-time basis. This role closely resembles a tech-enabled secretariat function , involving structured backend support to senior leadership. The ideal candidate should be tech-savvy , detail-oriented, and proactive in organizing, synthesizing, and communicating internal data. The role will involve managing internal documentation, summarising key insights , and ensuring the smooth flow of information. Familiarity with AI tools and basic financial knowledge will be highly valued. Working hours are flexible based on task completion but begin at 9:00 AM to align with internal operations. Key Responsibilities: Summarise qualitative and quantitative inputs into concise internal reports Leverage AI-enabled tools (e.g., ChatGPT, Notion AI, Excel AI plug-ins) to support automation and reporting workflows Prepare internal research briefs, structured updates, and follow-up documentation Prerequisites : Excellent written and verbal communication skills Working knowledge of AI tools and a willingness to adapt to evolving digital platforms Basic understanding of financial systems, markets, or investment concepts Self-motivated, and able to manage tasks with minimal supervision Additional Information Additional Information This is a part-time role , ideal for candidates seeking structured, task-based work with flexible hours Start time is 9:00 AM ; subsequent hours depend on task delivery and communication timelines Compensation will be discussed based on relevant experience and alignment with role needs About Credent: Credent is a financial services firm specializing in portfolio management, wealth advisory, and equity research. Leveraging a research-driven and client-centric approach, Credent offers customized solutions in listed equities, unlisted investments, and private wealth structuring. The firm provides Portfolio Management Services (PMS), curated investment products, and data- backed insights to help clients grow and preserve capital. Working Schedule : Part time but starting at 9am. Pay : Part-time Salary Range: Based on experience and availability Job Type: Part-time Pay: From ₹15,000.00 per month Work Location: In person
Job Objective: To manage end-to-end operational and servicing activities for PMS and AIF clients, including regulatory reporting, data management, fund accounting, and account opening, while ensuring compliance with SEBI and other regulatory bodies. Key Responsibilities: Facilitate PMS and AIF account opening , including documentation, KYC verification, and follow-ups Handle SEBI regulatory data reporting in a timely and accurate manner Manage monthly data reporting and reconciliation for PMS and AIF clients Maintain and track invoices related to PMS and AIF operations Support in fund accounting and NAV data coordination Manage ISIN creation , modification, and related compliance in coordination with depositories Act as a point of contact for client servicing queries related to operational activities Ensure timely escalation and resolution of discrepancies or regulatory issues Skills & Competencies: Strong knowledge of PMS & AIF operations and regulatory framework Familiarity with SEBI and APMI compliance requirements Good understanding of fund accounting , ISIN lifecycle, and demat operations Proficient in MS Excel , reporting tools, and document management Strong organizational and communication skills Ability to multitask, prioritize, and meet deadlines under pressure Qualification & Experience: Graduate/Postgraduate in Commerce, Finance, or related fields Minimum 2 years of experience in PMS/AIF operations or client servicing Experience in working with asset management companies, custodians, or fund administrators preferred Job Type: Full-time Pay: From ₹450,000.00 per year Application Question(s): Do you have prior experience in client servicing and operations within an Asset Management Company (AMC) or a similar financial services setup? Work Location: In person
Key Responsibilities Manage end-to-end PMS/AIF account opening (KYC/Documentation), execute stock market trades (Equities/ETFs), and handle trade settlement and ISIN management. Prepare daily/monthly MIS reports and dashboards with high accuracy, while handling SEBI regulatory reporting and data reconciliation. Summarize lengthy financial documents and meeting discussions into concise actionable briefs; assist with routine secretarial tasks and scheduling. Act as a bridge between the dealing room and clients for invoicing and query resolution, ensuring smooth data flow for fund accounting. 2. Skills & Competencies Strong understanding of PMS/AIF regulatory frameworks (SEBI/APMI), the trade life cycle, and familiarity with trading terminals. Excellent written English with the ability to synthesize complex information clearly; proficient in MS Office (Advanced Excel for data, PowerPoint, and Word). High attention to detail with the ability to prioritize strict market deadlines alongside confidential executive tasks. 3. Qualifications & Experience Graduate or Postgraduate in Commerce, Finance, or related fields. Minimum 2 years of experience in PMS/AIF operations, stock dealing, or a techno-functional executive support role within finance. Job Type: Full-time Pay: From ₹350,000.00 per year Application Question(s): Do you have prior experience in client servicing and operations within an Asset Management Company (AMC) or a similar financial services setup? Work Location: In person