HR at Leading Financial Services Provider
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TresVista - Senior Associate/Vice President - Research & Investment Services (5-10 yrs)
Senior Associate/Vice President - Research & Investment Services
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 10 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