Senior Associate, Research & Investment Services

About TresVista :

TresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has 1,500 employees across offices in North America, Europe and Asia, providing high-caliber support and operating leverage to over 1,000 clients across geographies and asset classes, including asset managers, advisors, corporates, and entrepreneurs.

TresVista is 'Great Place to Work-Certified- '

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 like public equity, public debt, distressed/ HY instruments, private credit, etc.

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 8 years of relevant work experience with a bachelor's degree in any field

Education :

- Any Graduate/MBA preferred

Compensation :

- The compensation will be as per industry standards

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