Sr Associate/ Vice President- Research & Investment Services

About the Department:

Research& Investment Services (RIS) is one of the vital service lines offered by TresVista to its clients, providing Modeling and Financial Analysis, Research, Due Diligence, Valuation and Portfolio Management, Deal Sourcing, and Marketing and Communications. Thedelivery team comprises highly skilled professionals intended to be an extension of the client's team and furthersupported by additional value-added functions. They serve various clients across Public and Private Equity, Investment Banks, and other Corporates, Wealth Management Firms, Portfolio companies, etc.

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

Job Location:

Pune/Gurugram/Bengaluru

Education

Any Graduate/MBA preferred

Compensation

The compensation will be as per industry standards