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.
Responsibilities Assumed:
Technical Understanding:
- Strong understanding of financial concepts including accounting (GAAP/IFRS is preferred, but not required) and valuation and research skills
- End to end understanding of both the buy side and sell side processes
- Ability to understand and analyze various industries and businesses from an investment perspective
- Ability to analyze instruments across public equity, private equity, and debt
Client & Project Management:
- Manage client expectations and ensure delivery of high quality and timely delivery on all client deliverables
- Guide Associates and Analysts on various parts of the project and ensure efficient delivery
- Continuously engage with clients to understand their requirements, translate them to team and ensure action
- Work with relationship managers to retain and expand existing client relationships
Team Management and Leadership:
- Effectively manage and lead a team to engage and retain them
- Work closely with Associates and guide them on day-to-day project management and delivery
- Mentor, train, and develop the Associates and Analysts
- Participate in recruitment and training activities for Analysts and Associates
- Work with other departments to ensure adherence to processes
Soft skills:
- Excellent interpersonal skills and communication skills (written and oral)
- Ability to visualize end output and translate to the team
- Ability to work with senior professionals
- Entrepreneurial attitude
Prerequisites:
- Firm grasp of various aspects of finance and an analytical ability
- Prior team and project management experience is preferred
- Prior experience across buy/sell side
- Prior client-facing experience is preferred
- Experience of working with various asset classes
- Strong eye for detail and ability to multi-task
- Ability to work demanding hours and meet client-driven deadlines (demanding hours requiring time management skills)
Experience :
- An MBA in Finance with a minimum of 5 years of work experience, or
- 6 to 10 years of relevant work experience with a bachelor's degree in any field
Compensation :
- The compensation structure will be as per industry standards
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