Assistant Vice President - Investment/Credit/Risk/Private Equity - Financial Services

Assistant Vice President (Investment/Credit/Risk/Private Equity/Financial Services)

About TresVista:

Founded in 2006, TresVista has been the leading provider of high-end outsourced support for asset managers, entrepreneurs & corporates for over a decade. TresVista's support functions include business plan development, all aspects of fund administration, portfolio management, valuation & research, and deal sourcing & execution. With offices in Mumbai, Pune, Bengaluru, New York & Singapore, managing over $10 trillion in AUM, across geographies & asset classes and over 1,000 clients, TresVista delivers cost & operational efficiencies with dedicated teams across functions.

The Roles & Responsibilities:

Technical Understanding:

- Working directly with clients and senior professionals across business development value chain including, but not limited to, Prospecting, Lead Generation, CRM Implementation, Sales Outreach and Pipeline Management, Deal Flow Management

- Working with senior management of the company to undertake key projects to enhance the company's business development efforts o Scouting, identifying, evaluating, analyzing, and implementing business development opportunities that fit into the company's growth plans and long-term strategy

Project Management:

- Defining the scope of engagements, manage timelines, and ensure timely delivery o Ensuring efficient and effective execution of all key aspects of client deliverables

- Managing Client Relationships:

- Retaining and expanding existing client relationships by increasing integration - Team Management and Leadership:

- Working closely with new Associates and guide them on day-to-day project management and delivery

- Mentoring, training and developing the Associates and Analysts o Managing team issues effectively

- Contributing to the overall operational strategy for Data Quality function and responsible for the implementation of the strategy within the team

- Providing timely and continuous feedback for performance improvement

Prerequisites:

- Preferred experience on various CRM platforms such as DealCloud, Salesforce, MS Dynamics, Insightly, Pipedrive, Zoho, Dynamo, Hubspot etc

- Strong grasp of various aspects of pre-sales and business development processes and an analytical ability

- Prior experience in the financial services industry - Strong orientation towards business development

- Commitment and ownership

- Strong eye for detail and ability to multi-task

- Ability to meet client-driven deadlines (demanding hours requiring time management skills)

- Excellent interpersonal skills and communication skills (written and oral)

Experience:

- An MBA in Finance with a minimum of 7-10 years of work experience, or

- 10+years of relevant work experience with a bachelor's degree in any field

Education: Any Graduate. MBA in Finance/Marketing/Strategy Preferred

Compensation: The compensation structure will be as per industry standards.