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 Bengaluru, Mumbai, New York, Pune & Singapore, managing over $10 trillion in AUM, across geographies & asset classes and over 1000 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

- 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

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