TresVista - Assistant Vice President - Process Support Services - General

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

Responsibilities Assumed:

Technical Understanding

- Efficient management and analysis of large amount of data and information to be used for effective and strategic decision making

- Streamlining processes, driving optimization and process improvement using business analysis tools and techniques to deliver data-driven solutions

- Company and contact profiling, detailed lists, presentations, marketing materials, newsletters, summary report and analysis

- Ability to consult on CRM implementation, data management, enrichment, and maintenance

- Performing detailed quality checks to ensure 100% quality and compliance with guidelines and operating policies

- Working with senior people in the company and the clients directly to undertake key projects related to data management, analysis, and reporting

Project Management:

- Defining the scope of engagements, managing timelines, and ensuring timely delivery

- Ensuring efficient and effective execution of all key aspects of client deliverables

- Providing quality oversight on projects and document timely and continuous feedback for performance improvement

Managing Client Relationships:

- Retaining and expanding existing client relationships by increasing integration

Team Management and Leadership:

- Working closely with new Associates and guiding 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 data handling and management and various CRM platforms such as DealCloud, Salesforce, MS Dynamics, etc.

- Prior experience in the market research and analysis preferably in finance/investment domain

- 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 (preferably 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

Graduate/MBA preferred

Compensation

The compensation structure will be as per industry standard