TresVista - Associate Role - Process Support Services

About Us

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 1,000 clients, TresVista delivers cost & operational efficiencies with dedicated teams across functions

The Role & Responsibilities

TresVista is looking to hire an Associate who will manage a team of Analysts and Sr. Analysts to service client deliverables and internal projects.

Key Role Deliverables:

- Improving service delivery and productivity to maximize quality and operational efficiency

- Minimizing operational risk through the effective implementation of controls

- Providing timely and continuous feedback for performance improvement

- Encouraging and motivating the team members

- Creating reports to track the team's utilization and update the manager

Departmental Management :

- Spearheading prompt and proactive action to address shortfalls in business delivery

- Comprehending the project requirement from client emails and detailing it to the team

- Managing the day to day workflow and the team's utilization

- Pro-actively managing relationships, performance and service levels with stakeholders

Prerequisites:

- Attention to detail

- Strive to achieve excellence

- Good time management and multi-tasking skills

- Ability to understand issues and find solutions

- Ability to handle pressure and deliver against stiff deadlines

- Ability to build understanding and trust amongst fellow team-members

- Inspiring and influencing personality

- Collaborating for success

- Excellent communication and interpersonal skills

- Prior client facing experience preferable

- Gathering information

- Excellent project management tool knowledge

- Ability to manage cross-cultural boundaries

- Able to not only work independently but also as part of a team

- Good knowledge of Microsoft Office software suite (viz.Word, Excel, PowerPoint)

- Knowledge of industry-wide CRM systems such as DealCloud, Dynamics, Salesforce, Hubspot, Insightly, Encore preferable

- Prior knowledge of pre- and post- sales functions including prospecting, lead generation, sales outreach, sales analytics, or investor relations preferable

- Basic knowledge of the private equity and investment banking industry preferable

Experience

5-8 years of experience (minimum of 2 years of team management experience preferred)

Education

Any graduate/Post Graduate

Compensation

The compensation structure will be as per industry standards