TresVista - Senior Associate - Process Support Services - General - BFS

About TresVista

TresVista is a global enterprise offering a diversified portfolio of services including investment diligence, industry research, business development, fund administration, accounting, and data analytics. Working with a wide array of clients including asset managers, advisors, corporates, and entrepreneurs, TresVista currently has over 1,000 employees across offices in Mumbai, Pune, Bengaluru, New York, London, and Singapore, and provides high-caliber support and operating leverage for over 1,000 clients across geographies and asset classes.

Role & Responsibilities:

TresVista- is looking to hire a Senior Associate in the- Process Support Services- who will lead and manage a team of Analysts, Senior Analysts, and Associate. A Senior Associate will be primarily responsible for planning, directing, and overseeing the operations of the department. A Senior Associate will also be responsible for the development of a company culture that emphasizes quality, continuous improvement, and high performance.

Key Role Deliverables:

- Implementing strategy for ensuring quality and accuracy of data collected on projects involving secondary research, tracking industry news/updates for client's portfolio companies, collating information from financial statements of companies, etc.

- Maximise team productivity and ensuring communication guidelines and timelines (TAT's) are adhered

- Encouraging Kaizen and LEAP mindset in the team

- Able to remediate project related escalation by assigning right resources and providing quality review

- Demonstrating flexibility and responsiveness to changes in the market. Challenge existing process and mindset and display imagination and thoughtfulness to bring innovation

Departmental Management -

- Being responsible for oversight of data quality team, maximizing effectiveness, providing direction for the team, and acting as the key escalation point for query resolution

- Handhold team on complex projects and ensure adherence to project deadlines and quality standards

- Leverage automation tools to increase value proposition of the process and people

- Pro-actively managing relationships, performance and service levels with stakeholders including financial services and other support services, e.g., IT, re-engineering, compliance & others

- Adopting appropriate performance management techniques to enable achievement of all related business and individual performance objectives

Controls and Service Quality -

- Driving improvements in productivity and efficiency using appropriate efficiency metrics (KPI's)

- Audit of team timesheet, tracker for completeness, correctness

Team Management -

- Goal setting and performance review of direct reports. Able to deliver timely and document balanced performance feedback

- Providing training, coaching, and mentoring where appropriate

- Recruiting and retaining the highest quality talent into the team

- Demonstrating a proactive approach to all activities and creating the environment for others to emulate this behavior

- Instituting knowledge sharing / best practice sharing forums and provide appropriate training, coaching for the team

- Identify on the job training needs focusing to bridge the skill gap or upskilling the Analysts/Senior Analysts

Prerequisites -

- Strive to achieve excellence

- Building understanding and trust

- Understanding issues and finding solutions

- Excellent communication and interpersonal skills

- Developing and mentoring people

- Gathering information

- Good project management tool knowledge

- Ability to handle pressure and deliver against stiff deadlines

Other requirements

- Microsoft Office skills (including Word, Excel, PowerPoint)

- Ability to manage cross-cultural boundaries

- Able to work independently and as part of a team

Experience-

- Graduate - Minimum 12 years of experience (6 years of relevant experience and 4 years of team management experience required)

- Postgraduate - Minimum 7 of experience (4 years of financial and investment research and 2 years of team management experience required)

Education

Any Graduate. MBA Preferred

Compensation-

The compensation structure will be as per industry standards