TresVista - Assistant Vice President - Financial/Investment Services/Private Equity

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. We work with a wide array of clients including asset managers, advisors, corporates, and entrepreneurs. We currently have over 1,000 employees across offices in Mumbai, Pune, Bengaluru, New York, London, and Singapore, and provide high-caliber support and operating leverage for over 1,000 clients across geographies and asset classes.

Role & Responsibilities:

Technical Understanding:

- Analyzing and spreading the financial statements in MS Excel based spreadsheet

- Analysis of key statements - Income Statement, Balance Sheet and CFS of public & private companies

- Normalizing the financial statements for exceptional and non-recurring items to arrive at the true profitability figures

- Perform detailed Quality Checks to ensure 100% quality and compliance with guidelines and operating policies

Project Management:

- Defining the scope of engagements, manage timelines, and ensure timely delivery

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

Managing Client Relationships:

- Retaining and expanding existing client relationships by increasing integration

Team Management and Leadership:

- Working closely with new Associates and guide 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 various CRM platforms such as DealCloud, Salesforce, MS Dynamics, Insightly, Pipedrive, Zoho, Dynamo, HubSpot etc

- Strong grasp of various aspects of pre-sales and business development processes and an analytical ability

- Prior experience in the financial services industry

- Strong orientation towards business development

- 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 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 :

Any Graduate. MBA in Finance/Marketing/Strategy Preferred

Compensation :

The compensation structure will be as per industry standards