About the Department: CFO Office Services is one of the vital service lines offered by TresVista to its clients, providing fund administration, management company accounting, corporate accounting including FP&A, Treasury and other allied activities performed which assists the CFOs office at the clients end. The delivery team comprises highly skilled accounting professionals intended to function as an extension of the clients team and further supported by additional value-added functions. The department serves various clients across Public and Private Equity, Investment Banks and other Corporates, Wealth Management Firms and Portfolio companies Overview The Associate opportunity at TresVista is a 2 - 3 year program providing a chance to work directly with and be responsible for their client base. It provides them with rich learning experience and direct exposure to senior investment professionals. Associates undergo a comprehensive training program to help them execute smoothly and exceed client expectations. An Associate's role is sector agnostic, working across product groups, acting as thought partners for clients and not just data aggregators. Key Role Expectations: Lead project requests, determining the project path and guiding analysts on how to execute tasks effectively Check all deliverables executed by analysts, ensuring accuracy and compliance with standards Manage and mentor a team of analysts, providing guidance and support while reporting to management Communicate directly with senior professionals such as CFOs, controllers, and accounting managers, addressing inquiries and providing information Assist with annual budgets, forecasts, and long-range financial plans to support strategic decision-making across the firm Analyze financial data to identify trends, variances, and opportunities for improvement, providing actionable insights to management Develop and maintain complex financial models for various business units and projects, ensuring accuracy and reliability Identify solutions to real world accounting problems faced by senior professionals - such as identifying accounting solutions on leases, Fixed Asset Registration, IT Assets, NAV Packages, Cash management, Financial Statement preparation, Waterfall Calc, Capital Budgeting, etc. Understanding client projects and creating comprehensive processes to build efficiencies and add control to client workflows Perform comprehensive due diligence on potential portfolio companies, assessing risks and opportunities Support deal execution and transaction documentation, collaborating with legal and compliance teams Monitor and analyze portfolios, company performance, preparing detailed reports for senior management Prepare investment committee materials, including detailed presentations and recommendations Prepare quarterly financial reporting packages for clients, ensuring timely and accurate delivery Manage and review capital call and distribution allocations, maintaining precise records Post and review journal entries, reconciling cash and bank accounts to ensure accuracy Calculate management fees, partner catch-up, carried interest, and waterfall, adhering to established guidelines Produce accurate and timely reports of the fund's daily and monthly accounting activities, maintaining high standards of quality Calculate NAV of funds, including embedded expenses and fees, ensuring precision Develop and implement efficient and standardized workflows within the team, enhancing productivity Liaise closely with team members to identify and implement job training initiatives, fostering professional growth Monitor procedures and controls within the team, reviewing and approving work daily within stated departmental guidelines Prerequisites Strong working knowledge of fund accounting, NAV calculation, performance calculation, pricing, valuation of financial instruments, corporate accounting, and investor relations Prior FP&A knowledge is an added advantage Strong leadership and team management skills with the ability to set clear priorities, delegation, and deployment of team resources Excellent communication skills and be organized to meet deadlines High levels of honesty & integrity, ability to lead a team and self-drive is essential Experience Graduate with 2-4 years of relevant experience MBA (Finance) with 2+ years of experience CA with 2+ years of experience Education Graduate/MBA (Finance)/CA Compensation The compensation structure will be as per industry standards

Key Role Deliverables Working on financial and market research databases and ensuring workflow coordination across teams Handling data aggregation tasks like PIBs, research reports, company & people profiles, etc. to building templates from scratch, conducting competitive landscaping, screening companies for comparable analysis and market research Synthesizingthe data and presentingitinastructured manner Well versed with industry, economic & complex company-related research Managingand effectively resolvingall incoming queries from clients within agreed SLA Mentoring a team of Analysts andreportingto a Senior Associate/VP Responsible for checkingAnalystworkto ensure it is client-ready and serve as a point of contact for clients Prerequisites Experience in working on financialdatabaselikeCapIQ, PitchBook,Preqin,Dealogic, EIKON, IDC,Mergermarket, FactSet, Euromonitor, EIU, Factiva, Fitch Solutions (BMI),etc. Strong financeand financial reportingknowledge Excellent communication, time,and team managementskills Screening, market andindustryresearch andcompetitor analysisexpertise Well versed with MS Office Suite Experience 3 to 7 years of working experience (preferably in three or more databases mentioned above) Education Finance graduate/ MBA (Finance) Compensation The compensation structure will be as per industry standards

Overview: We are looking for a hands-on, full-cycle AI/ML Engineer who will play a central role in developing a cutting-edge AI agent platform. This platform is designed to automate and optimize complex workflows by leveraging large language models (LLMs), retrieval-augmented generation (RAG), knowledge graphs, and agent orchestration frameworks. As the AI/ML Engineer, you will be responsible for building intelligent agents from the ground up including prompt design, retrieval pipelines, fine-tuning models, and deploying them in a secure, scalable cloud environment. Youll also implement caching strategies, handle backend integration, and prototype user interfaces for internal and client testing. This role requires deep technical skills, autonomy, and a passion for bringing applied AI solutions into real-world use. Key Responsibilities: Design and implement modular AI agents using large language models (LLMs) to automate and optimize a variety of complex workflows Deploy and maintain end-to-end agent/AI workflows and services in cloud environments, ensuring reliability, scalability, and low-latency performance for production use Build and orchestrate multi-agent systems using frameworks like LangGraph or CrewAI, supporting context-aware, multi-step reasoning and task execution Develop and optimize retrieval-augmented generation (RAG) pipelines using vector databases (e.g., Qdrant, Pinecone, FAISS) to power semantic search and intelligent document workflows Fine-tune LLMs using frameworks such as Hugging Face Transformers, LoRA/PEFT, DeepSpeed, or Accelerate to create domain-adapted models Integrate knowledge graphs (e.g., Neo4j, AWS Neptune) into agent pipelines for context enhancement, reasoning, and relationship modeling Implement cache-augmented generation strategies using semantic caching and tools like Redis or vector similarity to reduce latency and improve consistency Build scalable backend services using FastAPI or Flask and develop lightweight user interfaces or prototypes with tools like Streamlit, Gradio, or React Monitor and evaluate model and agent performance using prompt testing, feedback loops, observability tools, and safe AI practices Collaborate with architects, product managers, and other developers to translate problem statements into scalable, reliable, and explainable AI systems Stay updated on the latest in cloud platforms (AWS/GCP/Azure), software frameworks, agentic frameworks, and AI/ML technologies Prerequisites: Strong Python development skills, including API development and service integration Experience with LLM APIs (OpenAI, Anthropic, Hugging Face), agent frameworks (LangChain, LangGraph, CrewAI), and prompt engineering Experience deploying AI-powered applications using Docker, cloud infrastructure (Azure preferred), and managing inference endpoints, vector DBs, and knowledge graph integrations in a live production setting Proven experience with RAG pipelines and vector databases (Qdrant, Pinecone, FAISS) Hands-on experience fine-tuning LLMs using PyTorch, Hugging Face Transformers, and optionally TensorFlow, with knowledge of LoRA, PEFT, or distributed training tools like DeepSpeed Familiarity with knowledge graphs and graph databases such as Neo4j or AWS Neptune, including schema design and Cypher/Gremlin querying Basic frontend prototyping skills using Streamlit or Gradio, and ability to work with frontend teams if needed Working knowledge of MLOps practices (e.g., MLflow, Weights & Biases), containerization (Docker), Git, and CI/CD workflows Cloud deployment experience with Azure, AWS, or GCP environments Understanding of caching strategies, embedding-based similarity, and response optimization through semantic caching Preferred Qualifications: Bachelor’s degree in Technology (B.Tech) or Master of Computer Applications (MCA) is required; MS in similar field preferred 7–10 years of experience in AI/ML, with at least 2 years focused on large language models, applied NLP, or agent-based systems Demonstrated ability to build and ship real-world AI-powered applications or platforms, preferably involving agents or LLM-centric workflows Strong analytical, problem-solving, and communication skills Ability to work independently in a fast-moving, collaborative, and cross-functional environment Prior experience in startups, innovation labs, or consulting firms a plus Compensation: The compensation structure will be discussed during the interview

The Role & Responsibilities The Manager is expected to manage and supervise all the finance and accounts functions and ensure proper maintenance of accounting systems of the Company. The individual is expected to assist the management on strategic and tactical matters related to Accounts Payable Function, cost-benefit analysis, audits, cash flow management, MIS reporting, and taxation. The Accounts team currently manages the accounts and is expected to coordinate and work with partners/consultants on audits, filings, SEZ reporting, with employees, vendors etc. on an ongoing basis. The individual should be able to adapt to a continually evolving environment while managing the team. Key Role Deliverables: Oversee and Manage Accounts Payable: The AP Manager is responsible for the entire process, from invoice processing to payment execution, ensuring accuracy and timeliness Manage the AP Team: This includes supervising, training, and evaluating team members, as well as handling hiring and onboarding Invoice and Payment Processing: Ensuring all invoices are accurately recorded and paid on time, including managing payment methods and reconciling accounts Vendor Management: Building and maintaining relationships with suppliers, negotiating payment terms, and resolving any vendor-related issues Compliance and Reporting: Ensuring adherence to company policies, accounting standards, and regulatory requirements, and preparing accurate financial reports. Checking all other work like statutory payments, filings, etc. related to accounts payable processing, TDS (26Q) filing, TRACES default correction/adjustment Process Improvement: Identifying areas for improvement in the AP process and implementing changes to streamline operations and enhance efficiency Cash Flow Management: Optimizing cash flow by managing payment timing and ensuring efficient use of company funds Month-End and Year-End Closing: Coordinating and assisting with the closing of accounting periods. Checking Bank Reconciliation on Monthly basis as per bank prescribed format with ERP Audits: Providing necessary documentation and support during audits Prerequisites: Extremely strong fundamentals in accounting and reporting Experience of ERP software (SAP, Microsoft dynamic (D365) Excellent multi-tasking skills Good written & oral communication skills Proactive and entrepreneurial traits; and a willingness to grow and learn on daily basis Eye for detail Good interpersonal skills Experience: 6-8 years of relevant work experience in Accounts Payable function Education: MBA or Qualified CA/CPA/ACCA/CMA Compensation: The compensation structure will be as per industry standards

Overview: As a Vice President (Program Manager), you will be responsible to lead and manage complex ERP programs involving multiple stakeholders, vendors, and cross-functional teams. The ideal candidate will have deep expertise in ERP systems, particularly across modules like CRM, Projects, Finance, Budgeting, and Customer Service, and will be responsible for end-to-end program execution from planning through delivery. Responsibilities Assumed: Program & Project Management: Lead the planning, execution, and delivery of large-scale ERP programs and multiple concurrent projects Develop and maintain program roadmaps, timelines, budgets, and resource allocation plans Define project scope, goals, and deliverables in alignment with business objectives Ensure timely delivery and quality assurance of project milestones and program goals Identify and manage risks, issues, and dependencies throughout the project lifecycle Stakeholder Management: Serve as the primary point of contact for executive sponsors and key stakeholders Build and maintain strong relationships with business leaders to ensure alignment and transparency Conduct regular status updates, steering committee meetings, and reporting for leadership Drive business transformation through collaboration and stakeholder engagement Vendor & Partner Management: Manage third-party vendors and service providers to ensure performance, SLAs, and deliverables Negotiate contracts, evaluate proposals, and oversee vendor onboarding and governance Act as the escalation point for vendor-related issues or conflicts ERP Expertise: Lead ERP implementation, upgrades, and integrations with a focus on modules such as CRM, Projects, Finance, Budgeting, and Customer Service Collaborate with functional leads and technical teams to translate business requirements into system solutions Support change management, UAT, and training efforts related to ERP transitions Governance & Compliance: Ensure adherence to project governance frameworks and methodologies (Agile/Waterfall/Hybrid) Maintain compliance with internal policies and industry regulations Track and report program KPIs, benefits realization, and post-implementation reviews Qualifications: Bachelors/Master's degree in Computer Science, Information Systems, Business Administration, or related field 10+ years of experience in program/project management with at least 5 years managing large -scale ERP projects Proven expertise in modules such as CRM, Finance, Budgeting, Projects, and Customer Service Strong understanding of ERP platforms preferably on Microsoft Dynamics 365 Exceptional stakeholder management, vendor negotiation, and communication skills Experience in both Agile and Waterfall methodologies PMP, PRINCE2, or similar certifications preferred ERP or ITIL certifications are an added advantage Key Competencies: Strategic thinking and problem-solving skills Ability to manage ambiguity and drive clarity Strong leadership and team management capabilities Excellent organizational and time management skills High emotional intelligence and interpersonal skills This role requires an individual who is highly organized, detail-oriented, and able to work well under pressure. The ideal candidate will have a passion for technology and a drive to help organizations maximize the benefits of their technology investment.

About Department: TresVistais seeking to hire an Analyst for its Design Services department.The primary goal of this department is to offer graphic and document support to clients fortheirmarketing and internaldeck designs. Currently, the departmentcomprises two main verticals: Graphic Design and Document Design, each with distinct roles and responsibilities. Both teams contribute to creating brand collaterals, marketing materials, templates, presentations, and content marketing. Responsibilities Assumed: Key Role Deliverable: Understanding the latest design software & trends and can add visuals, and graphics to create the artwork that capture the audiences attention Distilling clear messages whileincorporating smartvisual solutions that make a difference at high-stakes meetings that affect major business decisions Performing quality control checks at all the steps Leveraging best practices to achieve operation efficiency Maximizing quality for all project deliverables and maintaining average project feedback of 4+ (out of 5) Operational Responsibilities: Producing attractive and practical designs for all marketing material and presentations Developing and maintaining customized templates and graphics to ensure a consistent "look and feel" for the client Liaising effectively with clients and other team members and open to receive constructive feedback Technical skills: Expert level in InDesign, Adobe Illustrator and Adobe Photoshop Intermediate level knowledge of MS Office (Word, PowerPoint, and Excel) Prerequisites: Good communication and interpersonal skills Eye for detail Proactive attitude and ability to multitask and meet client-driven deadlines Up to date with software and technologies Demonstrable graphic design skills Experience of working with teams in a professional organization Ability to manage cross-cultural boundaries Able to work independently and as part of a team Ability to handle pressure and deliver against stiff deadlines Ability to consistently uphold brand and style guidelines Experience 1- 2 years of relevant experience in an in-house corporate or agency role Education Any graduate Compensation The compensation structure will be as per industry standards

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 1,800 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. About Department The Human Resources department is responsible for the entire employee lifecycle from onboarding to exit, reporting dashboards, enhancing processes and automating for better employee experience Roles and Responsibilities Overseeing the entire employee lifecycle, such as onboarding, facilitating employee movements and offboarding to ensure a seamless experience for employees Conducting background checks and coordinating with the vendor to receive timely reports Managing and executing processes on the HRMS portal Workday, Darwin Evaluating existing HR processes to identify opportunities for automation and streamlining Collaborating with cross-functional teams on HR projects, initiatives, and process improvements to enhance organizational effectiveness Aiding with employee relations matters, including addressing inquiries, handling medical insurance requirements, issuing employment-related letters Supporting HR compliance efforts by maintaining documentation and assisting with audits as needed Prerequisites Commitment and ownership Analytical ability Problem-solving skills Communication and presentation skills Attention to detail Time management and multi-tasking skills Command over MS Office especially Excel and PowerPoint Experience 4-6 years Education Any graduate Compensation The compensation structure will be as per industry standards

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 1,800 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. As a company, we strive to better ourselves continually and deliver incremental value to all our stakeholders. We do this by empowering our people, encouraging them to be proactive, think long-term and to work as a team. We place a strong emphasis on quality, value addition, professionalism, and a way of thinking that appreciates immediate problem-solving when balanced with long-term sustainability and scalability. We are a fast-growing, dynamic company seeking individuals who are ready for challenges and long-term growth. About the Learning and Development Department: The company places special importance on skill development and learning. The Learning and Development (L&D) department is responsible for effectively and efficiently delivering the upskilling needs of the company, ranging from diverse technical subjects to innovative managerial and leadership subjects. The learning journeys are designed such that they guide trainees through the four stages of the competency cycle. The Facilitation function of the L&D department is responsible for deployment of training programs conceived and developed by the sister functions, Consultancy and Content Management. Key Responsibilities: Training Deployment Running pre-session activities (LMS setup, communication, calendar coordination, reserving support resources) Running mid-session activities (facilitating logistical and other issue resolutions) – Running post-session activities (closing the session on LMS, gathering and dispersing feedback to all relevant stakeholders) Planning and Strategizing – Maintaining the L&D calendar and updating it as needed – Working alongside Consultancy and Content Management functions while developing solutions for new training needs or modifying existing ones as per the L&D framework – Assessing feedback pertaining to deployment of training sessions and making changes deemed relevant – Explore opportunities for improving team efficiency through process alteration and/or automation – Explore, test and deploy new methods, pedagogies, platforms for delivering training programs Team Management – Managing a team of 2-3 individuals – Assigning projects and tasks to the team in the most efficient manner – Conducting training for the team as required – Assessing performance and sharing feedback Others – Support annual budgeting exercise – Manage key vendor relationships – Support other, similar ad hoc projects across the company Prerequisites: 3-5 years of experience in L&D facilitation functions for large organizations or in the education space Experience dealing with Learning Management Systems (LMS) and other technology-driven platforms for L&D Team management and leadership, providing coaching and mentorship to foster professional growth Inter-department and cross function collaboration, especially with key stakeholders across the company to accomplish L&D goals Qualification Graduate / MBA in HR or other relevant L&D certifications (Good to have)

About Department: TresVista is seeking to hire an Analyst for its Design Services department. The primary goal of this department is to offer graphic and document support to clients for their marketing and internal deck designs. Currently, the department comprises two main verticals: Graphic Design and Document Design, each with distinct roles and responsibilities. Both teams contribute to creating brand collaterals, marketing materials, templates, presentations, and content marketing. Responsibilities Assumed: Key Role Deliverable Understanding the latest design software & trends and can add visuals, and graphics to create the artwork that capture the audiences attention Distilling clear messages while incorporating smart visual solutions that make a difference at high-stakes meetings that affect major business decisions Performing quality control checks at all the steps Leveraging best practices to achieve operation efficiency Maximizing quality for all project deliverables and maintaining average project feedback of 4+ (out of 5) Operational Responsibilities Producing attractive and practical designs for all marketing material and presentations Developing and maintaining customized templates and graphics to ensure a consistent "look and feel" for the client Liaising effectively with clients and other team members and open to receive constructive feedback Technical skills: Expert level in InDesign, Adobe Illustrator and Adobe Photoshop Intermediate level knowledge of MS Office (Word, PowerPoint, and Excel) Prerequisites: Good communication and interpersonal skills Eye for detail Proactive attitude Ability to multitask and meet client-driven deadlines Up to date with software and technologies Demonstrable graphic design skills Experience of working with teams in a professional organization Ability to manage cross-cultural boundaries Able to work independently and as part of a team Ability to handle pressure and deliver against stiff deadlines Ability to consistently uphold brand and style guidelines Experience 1 - 2 years of relevant experience in an in-house corporate or agency role Education Any Graduate Compensation The compensation structure will be as per industry standards

Roles & Responsibilities: TresVista is looking to hire an Associate, Business Development Support, who will be a part of the team that works closely with TresVista's financial clients and senior professionals across the client relationship management value-chain.Private Equity firms and other organizations are looking for our assistance in managing their Business Development activities which includes lead generation, list building, CRM implementation, deal flow tracking, as well as events support. Responsibilities Assumed: Working directly with clients and senior professionals across business development services value-chain specific to the financial services industry Managing client deliverables efficiently and ensuring workflow coordination across teams Managing and resolving all incoming queries from clients within the agreed SLA Managing a team of Analysts Responsible for overseeing work done by Analysts and ensuring that it is client-ready while serving as the primary point of contact forclients Managing business processes and collaborating with different internal delivery teams Contributing to the overall operational strategy for client relationship management Providing timely and continuous feedback for performance and process improvement Prerequisites: Strong grasp of various aspects of business development processes along with financial industry knowledge Excellent stakeholder and project management skills Ability to meet client-driven deadlines (demanding hours requiring time management skills) Prior experience on the buy side PE industry or IB preferred Hands on experience of working on large datasets Expertise in MS Excel and PowerPoint Excellent communication skills (verbal and written) Experience in using various financial or CRM research databases like Pitchbook, Deal Cloud, Salesforce, Zoho etc. Team-orientation with an ability to work on multiple projectssimultaneously Eye for detail Experience: 4 to 6 years of relevant experience or MBA with 3+ years of any experience Education MBA in Finance/Marketing preferred Compensation: The compensation structure will be as per industry standards

About the Department: The Human Resources business unit enables TresVista's people across departments to catalyze our clients' impact. The department is responsible for recruitment, managing compensation and benefits, maximizing employee productivity and wellbeing, reviewing performance, enhancing employee lifecycle, and other aspects that affect the firm and its people. The HR Center of Excellence (CoE) is a specialized department that possesses deep knowledge of core HR and talent practices, driving innovation and best practices to realize value through HR transformation and people strategies. As part of the HR Center of Excellence, the Compensation team leads strategic reward initiatives - steers bonus budgeting & payouts, and strategic payroll initiatives ensuring fair, competitive, and business-aligned reward practices across the organization. Roles and Responsibilities Managing conversation with prospective senior hires at pre- and post-offer stage regarding the CTC breakup, explanation of terms and conditions along with the documentation required Designing and reviewing Compensation & Benefits strategies for the organization Managing the annual compensation and review process for all employees which includes processing promotions, increments, and yearly bonus payouts Creating models to forecast the team costs basis the HoDs requirements, while also maintaining and updating them regularly Providing specialty reporting and data analysis as and when required by building excel models Staying abreast of market trends to ensure the industrys best compensation policies and procedures are implemented within the firm Conducting market analysis to conduct salary benchmarking through primary and secondary research Developing and reviewing the rewards and incentives program to ensure employee retention Prerequisites: Strong business and HR acumen, including strong problem-solving skills, and critical thinking Commitment and ownership Strong analytical ability & attention to detail Excellent communication and presentation skills Good time management and multi-tasking skills Team management and project management Command over MS Office tools like Excel, Word, PowerPoint, and Outlook Experience: Graduate in any discipline with 3-5 years or MBA in HR/Finance with 2+ years of relevant experience Education: Any Graduate/MBA in HR (preferred) Compensation: The compensation structure will be as per industry standard

Overview: We are seeking a highly versatile Solution Architect to lead the design of innovative, scalable solutions across both traditional software and AI-powered platforms. The ideal candidate will be adept at understanding business problems, architecting technical solutions from the ground up, and estimating the cost and time to build those solutions. Key Responsibilities: Translate complex business problems into technical architecture and implementation plans Design end-to-end solutions involving software components, cloud infrastructure, data flows, and AI/ML models where relevant Identify trade-offs between build vs. buy, scalability, and time-to-market Analyze existing systems/platforms and estimate the cost, timeline, and resources required to rebuild or modernize them Work with cross-functional teams to develop detailed project plans and technical documentation Build quick proof-of-concepts or minimum viable products (MVPs) to test assumptions Run feasibility checks for AI/ML-based ideas using tools like OpenAI, Hugging Face, LangChain, or custom models Evaluate and benchmark third-party APIs, platforms, or tools for integration Stay updated on the latest in cloud platforms (AWS/GCP/Azure), software frameworks, and AI/ML technologies Act as a technical advisor to product and business teams, guiding them on the feasibility and implications of ideas Work closely with product managers, data scientists, engineers, and business stakeholders to align requirements and technical direction Support engineering and product teams during build, helping resolve architectural or design issues Prerequisites: Proven track record of designing and delivering scalable software solutions end-to-end Strong experience with cloud architecture (AWS/GCP/Azure), microservices, APIs, and full-stack development Exposure to AI/ML technologies ideally including generative AI, NLP, or automation tools Hands-on ability to prototype solutions using Python, Node.js, or similar frameworks Deep understanding of system design principles, cost/performance optimization, and technical trade-offs Strong analytical and estimation skills ability to break down a platform and assess rebuild timelines and cost Exceptional communication and storytelling ability — can clearly articulate tech ideas to non-tech stakeholders Preferred Qualifications: Bachelor’s degree in technology (B.Tech) or Master of Computer Applications (MCA) is required; MBA or MS preferred 7+ years of experience in software engineering, solution architecture, or technology consulting roles Experience working with LLMs, AI APIs (OpenAI, Claude, etc.), and orchestration tools like LangChain Prior experience in startups, innovation labs, or consulting firms a plus Exposure to DevOps, CI/CD, and infrastructure-as-code (e.g., Terraform) preferred Experience with vendor evaluations and RFP processes is a bonus

Roles and Responsibilities: Expertise and experience with Analytics, SQL, Python and handling large datasets is mandatory. • Use technical skills to ensure the accuracy of large analytical data sets, automate processes with scripts and macros and efficiently query information from a vast database. Have a good understanding of Fixed Income, Equity, Derivatives and Alternatives products and how they are modeled and traded Exhibit attention to detail when quality checking Package analytics and be accountable of timely delivery of reports to clients in accordance with Service Level Agreements. Engage in meetings with end-users of the Package product from all levels within the company from Portfolio and Risk Managers to Operations teams and also with our external Clients. Support client requests related to the Package analytics. Project work: engaging with other internal teams to think creatively and deliver innovative solutions to our complex client demands. Prerequisites • Excellent problem-solving and critical-thinking skills and an ability to identify problems, design and articulate solutions and implement change. Expertise and experience with Analytics, SQL, Python and handling large datasets is mandatory. • Experience with UNIX, PERL and developing an Asset Management platform is highly desirable. • Knowledge and understanding of Fixed Income, Equity, Derivatives and Alternatives products is preferred. Experience with Risk analytics such as Durations, Spreads, Beta and VaR is preferable. Must possess strong verbal and written communication skills and be able to develop good working relationships with stakeholders. Must be detail orientated, possess initiative and work well under pressure. Work experience with BFSI will be an added advantage. A Degree in Engineering or Technology is required. Experience 3-7 years Education B.Tech/B.E/MCA Compensation The compensation structure will be as per industry standard

Overview This role shall strategize, ideate, conceptualize, scope and demonstrate the value of innovative digital solutions. Digitization shall be used for both service re-imagination and building operational efficiency. You will see how the current set of services is being delivered and reimagine them by technology and process re-engineering. You will also look at manual processes and advise solutions for automation. The role will require knowledge of solutions and tools available in the market and capability to think how technology could be leveraged in the organization business context. The occupant will take a problem area and run through solution identification process: define problem, identify solution options, develop business case and do solution pilot and scope implementation. The job will require collaboration with various functions, understanding the objectives and selecting digital solutions to accomplish scale, impact, speed and with quality. This role will provide you with an opportunity to showcase your solution building prowess along with opportunity to work across enterprise technology and processes. Roles and Responsibilities Reimagine service delivery a. Identify inefficient processes and process steps b. Quantify value proposition and ideal way of delivery c. Contrast current ways to ideal way and identify improvements d. Do pilot of reimagined value delivery method Digitize operation: a. Work with delivery and support team to identify digitization opportunities b. Analyse processes and identify opportunities to digitize c. Develop business cases and get management sponsorship d. Scoping projects e. Prove desirability through pilots. Prerequisites Strong background of enterprise technology solutions and tools Well versed with new age developments including machine learning, AI including Generative AI Good blend of technology and business skills Ability to collaborate with others Proven ability to work in an unstructured environment. Experience Candidates should have at least 7+ in technology related business analysis and solution evaluation role. Excellent leadership, communication, and collaboration skills with a proven ability to align AI initiatives with business goals and deliver measurable outcomes Strategic thinking, problem-solving, and a strong team player. Education A masters or a bachelors degree from Tier 1 institute. Compensation The compensation structure will be as per industry standards.

About the Department: The corporate finance department in the company handles all the financial and investment decisions. It primarily focuses on maximizing shareholder value through long-term and short-term financial planning and the implementation of various strategies. It aims to maximize the value of a business through the planning and execution of resources. Role & Responsibilities: We are seeking a dynamic and detail-oriented Accounts Receivable (AR) professional with 45 years of post-qualification experience to manage end-to-end AR operations. The ideal candidate will be responsible for client billing, collections, reporting, gap identification, and audit support. This role requires strong analytical skills, stakeholder management, and the ability to drive process improvements Key Role Deliverables: Ensuring a timely and accurate generation of customer invoices as per contract terms Coordinating with internal stakeholders (sales, delivery, legal) for billing compliance Following up on outstanding receivables and ensuring timely collection from clients Building strong client relationships to facilitate smooth payment cycles Preparing and presenting AR aging reports, DSO analysis, and collection forecasts to management Analyzing trends, highlighting delays, and supporting strategic decisions Identifying billing/collection gaps and implement corrective actions Accounting software implementation and Automation Collaborating with cross-functional teams to resolve disputes and minimize delays Preparing audit schedules, reconciliations, and supporting documentation for statutory and internal audits Ensuring timely closure of AR-related audit queries Prerequisites: Strong understanding of revenue cycle and AR processes. Hands-on experience in ERP systems (SAP/Oracle/MS Dynamics or equivalent). Advanced Excel skills for reporting and analysis. Ability to manage multiple priorities and meet tight deadlines. Strong interpersonal and communication skills. Self-driven, with a problem-solving mindset and attention to detail Communication skills, presentation skills Excellent analytical, problem-solving, and communication skills. Relationship Management with cross functions Proactive and entrepreneurial traits; and a willingness to grow and learn on daily basis Experience Min 4-5 years of experience (post qualification) Education Chartered Accountant (CA) Compensation The compensation structure will be as per industry standard

About the Department: Financial Process Services (FPS) is a vertical of TresVista that works with major clients in the spectrum of the financial services industry. FPS caters to their needs related to accounting & financial data extraction and spreading and enables holistic view based on summarized data & information which is consumed at various levels and by finance professionals. Exposure to processes related to core finance and accounting clubbed with innovative techniques and software adds value to the professional growth of aspirants looking for a career in the finance industry. Key Role Deliverables: Leading project requests, guiding Analysts on execution and ensuring their output is client-ready Reviewing the Analysts work for accuracy and consistency in the categorization of line items, journal entries, invoice processing, and other project-related deliverable Handholding team on complex projects and ensuring adherence to project deadlines and quality standards Maximizing team productivity and ensuring communication guidelines and timelines (TAT) are adhered Operational Responsibilities: Training Analysts in spreading financial statements in the client database Reading and interpreting information from notes / schedules accompanying financial statements Working on developing Analysts concept clarity and ability to interpret financial data Calls & Emails for collecting pass due amount Understanding of DSO Timely application of cash Collating financial information and KPIs from broker reports, management call transcripts, and news articles Overseeing journal entries, PO requisitions, vendor creations, and payment reconciliations Managing Non-PO & PO invoices and paying invoices within TAT Managing T&E payments Creating monthly / ad-hoc reports Managing Fixed Asset: Accounting, and reporting of organizations fixed assets Ensure accurate capitalization, asset disposal, impairment testing, and depreciation calculations Proactively managing client communication and serving as a point of contact for clients Team Management: Goal setting and performance review of direct reports. Able to deliver timely and balanced performance feedback Auditing of team timesheet, tracker for completeness and correctness Identify training needs and provide training, coaching, and mentoring where appropriate Recruiting and retaining the highest quality talent into the team Instituting knowledge sharing / best practice sharing forums Preparing periodic performance, utilization, and efficiency reporting packages to discuss with the line manager Prerequisites: Proficient with the English language and excellent communication and interpersonal skill Sound knowledge of accounting concepts; well versed with financial terms Experienced in either financial statement analysis or AP/OTC/RTR process Thrives to work in a challenging environment and has a flexible mindset and adaptability to manage client deadlines Attention to detail Strive to achieve excellence Experience: Minimum 5-8years of working experience in P2P, O2C or R2R verticals Education: Any graduate/MBA with finance specialization Compensation: The compensation structure will be as per industry standard

The Role & Responsibilities The Associate is expected to supervise all the finance and accounts functions and ensure proper maintenance of accounting systems of the Company. The individual is expected to assist the management on tactical matters related to Accounts Payable Function, cost-benefit analysis, audits, cash flow management, MIS reporting, and taxation. The Accounts team currently manages the accounts and is expected to coordinate and work with partners/consultants on audits, filings, SEZ reporting, with employees, vendors etc. on an ongoing basis. The individual should be able to adapt to a continually evolving environment while managing the team. Key Role Deliverables: Invoice Processing: Reviewing, verifying, and recording invoices, ensuring they adhere to company policies Payment Processing: Preparing and submitting invoices for payment, ensuring timely and accurate disbursement to suppliers Checking all files before sending to the Treasury Team for timely release of payment to the employees/vendors Handling overseas payments related to vendors and employees Record Keeping: Maintaining accurate and up-to-date records of accounts payable transactions, including journal entries and reconciliations Preparing Monthly, Quarterly, Half yearly, and annually re-conciliation reports, statutory, JV reports Account Reconciliation: Reconciling vendor statements with the company's records to identify and resolve any discrepancies Checking Bank Reconciliation on Monthly basis as per bank prescribed format with ERP Audit: Checking the data before providing to statutory/internal/IFC audits/investors Preparing and maintaining regular MIS reports Data Entry: Inputting financial data into accounting software and systems wherever required Clerical Support: Providing administrative support within the accounts payable function, such as filing, organizing documents, and answering inquiries Compliance: Ensuring compliance with relevant financial regulations and internal policies. Filing TDS return and other required compliances as per government norms from time to time Reporting: Communicating with suppliers, other departments, and senior accountants to resolve issues and ensure smooth operations Ensuring significant attention to Risk Excellence to ensure compliance with internal policies and regulatory standards during the monthly closings Supporting regulatory requests and associated regulatory reporting Ensuring to provide timely data, reporting and needed analytics to senior management and other key stakeholders Working in close collaboration with the internal teams for monthly closing Prerequisites: Extremely strong fundamentals in accounting and reporting Experience of ERP software (SAP, Microsoft dynamic (D365) Excellent multi-tasking skills Good written & oral communication skills Proactive and entrepreneurial traits; and a willingness to grow and learn on daily basis Eye for detail Good interpersonal skills Experience: 3-5 years of relevant work experience in the Accounts Payable function Education: MBA or Qualified CA/CPA/ACCA/CMA Compensation: The compensation structure will be as per industry standards

About Department: TresVista is looking to hire a Document Team Lead who will be a part of the Design team. The team lead will work closely with the operations team and help enhance the output of the documents and presentations for the client. The primary goal of this department is to offer graphic and document support to clients for their marketing and internal deck designs. Currently, the department comprises two main verticals: Graphic Design and Document Design, each with distinct roles and responsibilities. Both teams contribute to creating brand collaterals, marketing materials, templates, presentations, and content marketing. Key Role Deliverables: Overseeing the execution team of Document Analyst and Specialists Providing guidelines on complex projects and overall project execution Seamlessly communicating with the Financial Services and Document team Managing daily staffing and conflicts within the team Communicating complex briefs and concepts to the Document team as well as setting and managing expectations around Work allocation support documents to manage their time effectively to meet the demanding requirements of the business Preparing drafts and presenting ideas to manage and deliver the projects as per client deadlines Participating and contributing in calls with the Financial Services teams and the client Maximizing quality for all project deliverables and maintaining average project feedback of 4+ (out of 5) Operational Responsibilities: Providing leadership, motivation, and mentoring the team to align them with departmental goals and ensure they have a robust performance management structure in place Ensuring final documents and layouts are visually appealing as per the client branding Performing quality control checks at all the steps Ensuring the team meets its monthly and annual objectives Ensuring that new techniques and processes to provide the best quality of designs and updating training material based on new technology and business requirement Prerequisites: Ability to prioritize workload & meet deadlines Good execution and managerial skills Focused and detail-oriented Should possess excellent communication skills Excellent command of MS Office/Presentation Skills Open to Feedback & Suggestions Good time management and must be able to multitask across a variety of job duties A strive for excellence and can make quick decisions Upgrade & upskill self for effectively managing the overall process - possesses skills to establish, assess, modify/adjust, and routinely improve the process Ability to step down and fill in the Analyst/Specialist gap as and when required Should be able to judge a new hire on technical grounds in the first round of interview Technical skills required: Expert level in MS Office (Word, PowerPoint, and Excel) Knowledge of Photoshop, Illustrator, and InDesign would be a plus Experience: 6 - 10 years of relevant work experience (including 2 - 3 years of people management role), preferably in the financial services industry Education: Any graduate Compensation: The compensation will be as per industry standard

Role & Responsibilities As an Associate you will be responsible for supporting and executing process improvement initiatives. This role offers a unique opportunity to work directly with cross-functional stakeholders to deliver process improvements and technology-driven solutions across the organization. Key Responsibilities include: Identifying inefficiencies and gaps in current operational processes across functions Designing and implementing process improvements using structured methodologies Supporting the development and deployment of automation tools, workflows, dashboards, and AI solutions Conducting data analysis to generate actionable insights and inform decision-making Collaborating with stakeholders to ensure successful project execution and adoption Preparing documentation, presentations, and reports to communicate progress and outcomes Key Role Deliverables: Execution of cross-functional improvement projects aligned with business goals Implementation of scalable and sustainable process enhancements Measurable improvements in operational efficiency and team productivity Effective integration and adoption of tools and automation systems Development of comprehensive process documentation and performance tracking frameworks High levels of internal stakeholder satisfaction and demonstrated business impact Prerequisites: Well versed with Excel Strong analytical and problem-solving abilities Excellent written and verbal communication skills Ability to manage multiple priorities and work independently in a dynamic environment High intellectual aptitude and professional integrity Strong work ethic, entrepreneurial, and willingness to take initiative Ability to collaborate across departments and functions Demonstrates adaptability, resilience, and a proactive approach to problem-solving A mindset aligned with taking ownership, embracing challenges, and striving for high performance Experience ~5 years Prior experience in startups or mid-size organizations preferred Education Graduate/Postgraduate from a premier institute Compensation The compensation structure will be as per industry standards

About the Department: The corporate finance department in the company handles all the financial and investment decisions. It primarily focuses on maximizing shareholder value through long-term and short-term financial planning and the implementation of various strategies. It aims to maximize the value of a business through the planning and execution of resources. The Role & Responsibilities: We are seeking a dynamic and detail-oriented Accounts Receivable (AR) professional with 1-2 years of post-qualification experience to manage end-to-end AR operations. The ideal candidate will be responsible for client billing, collections, reporting, gap identification, and audit support. This role requires strong analytical skills, stakeholder management, and the ability to drive process improvements Key Role Deliverables: Ensuring timely and accurate generation of customer invoices as per contract terms Coordinating with internal stakeholders (sales, delivery, legal) for billing compliance Following up on outstanding receivables and ensure timely collection from clients Building strong client relationships to facilitate smooth payment cycles Preparing and present AR aging reports, collection forecasts to management Analyzing trends, highlight delays, and support strategic decisions Identifying billing/collection gaps and implement corrective actions Collaborating with cross-functional teams to resolve disputes and minimize delays Preparing audit schedules, reconciliations, and supporting documentation for statutory and internal audits Ensuring timely closure of AR-related audit queries Prerequisites: Strong understanding of revenue cycle and AR processes. Hands-on experience in ERP systems (SAP/Oracle/MS Dynamics or equivalent). Advanced Excel skills for reporting and analysis. Ability to manage multiple priorities and meet tight deadlines. Strong interpersonal and communication skills. Self-driven, with a problem-solving mindset and attention to detail Communication skills, presentation skills Excellent analytical, problem-solving, and communication skills. Relationship Management with cross functions Proactive and entrepreneurial traits; and a willingness to grow and learn on daily basis Experience Min 1-2 years of experience (post qualification) Education M.Com/MBA/CA Inter Experience in service/technology/consulting industry preferred Compensation The compensation structure will be as per industry standards