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HR at Leading Financial Services Provider
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TresVista - Assistant Vice President - Finance - Support Process (7-13 yrs)
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.
Roles & Responsibilities:
Technical Understanding
- Analyzing and spreading the financial statements in MS Excel based spreadsheet
- Analysis of key statements - Income Statement, Balance Sheet and CFS of public & private companies
- Normalizing the financial statements for exceptional and non-recurring items to arrive at the true profitability figures
- Perform detailed Quality Checks to ensure 100% quality and compliance with guidelines and operating policies
Project Management:
- Defining the scope of engagements, manage timelines, and ensure timely delivery
- 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
- 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
- Prior experience in the market research preferably in finance/investment domain
- Strong grasp of various aspects of pre-sales and business development processes and an analytical ability
- 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
Please note that the screening process involves an Aptitude/Assessment Test. Please apply accordingly.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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