Key Role Deliverables:Assist in the preparation and delivery of RFP, RFI, and DDQ requirementsProvide guidance, direction and training to the SDAs in the SOW teamSupport the development and management of proposals and presentation materials to aid client and prospect engagementCollaborate with various departments to ensure timely and accurate delivery of marketing and support servicesUnderstand TresVista's products and services to diagnose client requirements and propose available solutions or bespoke approachesProvide sales support on ad-hoc requirements as requested by TresVista’s senior managementContribute to the effectiveness of client engagement strategies and make recommendations for improvementKey Performance Indicators:Quantity and quality of deliverables (RFPs, RFIs, DDQs, Proposals, Presentations)Adherence to support SLAs for CGTs and Sales teamsEffectiveness in contributing to bid win ratesInternal client satisfaction (CGTs, Sr. Leaders)Innovation and process improvementEffectiveness in handling ad hoc support requestsPrerequisites: Strong understanding of RFP, RFI, and DDQ processesExcellent communication and interpersonal skillsAttention to detail and accuracy, and a client-focused mindsetAbility to multitask effectively in a fast-paced and dynamic environmentStrong organizational, teamwork and project management skillsProficiency in Microsoft Office Suite and CRM software Experience: 4+ years of experience (Bachelor’s degree) or 3+ years of experience (Master’s degree) in Sales or Business Development, preferably in the Financial Services or Consulting industry Education:Bachelor’s degree in business, Marketing, or a related fieldAn MBA or equivalent is preferred Compensation: The compensation structure will be as per industry standards

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 policiesPayment Processing:Preparing and submitting invoices for payment, ensuring timely and accurate disbursement to suppliersChecking all files before sending to the Treasury Team for timely release of payment to the employees/vendorsHandling overseas payments related to vendors and employeesRecord Keeping:Maintaining accurate and up-to-date records of accounts payable transactions, including journal entries and reconciliationsPreparing Monthly, Quarterly, Half yearly, and annually re-conciliation reports, statutory, JV reportsAccount Reconciliation:Reconciling vendor statements with the company's records to identify and resolve any discrepanciesChecking Bank Reconciliation on Monthly basis as per bank prescribed format with ERPAudit:Checking the data before providing to statutory/internal/IFC audits/investorsPreparing and maintaining regular MIS reportsData Entry:Inputting financial data into accounting software and systems wherever requiredClerical Support:Providing administrative support within the accounts payable function, such as filing, organizing documents, and answering inquiriesCompliance:Ensuring compliance with relevant financial regulations and internal policies. Filing TDS return and other required compliances as per government norms from time to timeReporting:Communicating with suppliers, other departments, and senior accountants to resolve issues and ensure smooth operationsEnsuring significant attention to Risk Excellence to ensure compliance with internal policies and regulatory standards during the monthly closingsSupporting 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 reportingExperience of ERP software (SAP, Microsoft dynamic (D365)Excellent multi-tasking skillsGood written & oral communication skillsProactive and entrepreneurial traits; and a willingness to grow and learn on daily basisEye for detailGood 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

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 accountsVendor 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/adjustmentProcess 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 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 EducationMBA or Qualified CA/CPA/ACCA/CMA Compensation The compensation structure will be as per industry standard

About Us 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 more than 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 the Department Financial Process Services (FPS) is a vertical of TresVista that works with major clients in the spectrum of the financial se rvices industry. FPS caters to their needs related to accounting & financial data extraction and spreading and enables holistic vie w 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 industry of finance. Responsibilities Assumed: Technical Understanding: o Experienced Finance professional with strong focus on Record-to-Report (R2R) and Procure-to-pay (P2P) function o Comprehensive understanding of General Accounting, GL, Month End Close, Divisional Accounting, Product Costing, Management Accounting, Cost Accounting, Vendor reconciliation, Vendor Payments, Invoice processing, P2P Cycle o Handle month-end close, journal entry process, FA transactions, balance sheet reconciliation, chart of accounts creation/ update and related tasks o Ability to deep dive and generate action-oriented reports for clients and suggest process improvement o Detailed understanding and ability to produce meaningful analysis and reports using proprietary and third-party software and databases (such as SAP, Netsuite, QuickBooks, Credit Lens, Pitchbook, FactSet, Cap IQ, etc.) designed to cater to the finance industry • Delivery Management: o Play a key role in managing delivery teams, driving growth and bring subject matter expertise to enhance our FPS services o Defining the scope of engagements, managing timelines, and ensuring timely delivery o Providing quality oversight on projects and document timely and continuous feedback for performance improvement o Proven ability of setting up new processes and establishing quality measures ensuring efficient and effective execution of all key aspects of client deliverables o Act as an escalation point for all R2R related issues raised by the client. Ensure fast resolution of these issues and find ways to prevent them from happening again o Ensuring strict adherence to Service Level Agreements (SLAs) and Key Performance Indicators (KPIs) o Driving improvements in productivity and efficiency using appropriate efficiency metrics (KPI’s) o Six Sigma, LEAN, or project management certification would be an added advantage but not mandatory • Relationship Management: o Retaining and expanding existing client relationships by increasing integration o Experience of working with overseas clients preferable • Team Management and Leadership: o Experience of managing teams working with overseas clients on financial processes preferable o Delivering effective training programs to enhance the skills and knowledge of team members o Contributing to the overall operational strategy for FPS function and responsible for the implementation of the strategy within the team o Conflict resolution and maintaining professional and inclusive working environment o Goal setting and performance review of direct reports. Able to deliver timely and document-based performance feedback o Recruiting and retaining the highest quality talent into the team Prerequisites • Proficient with the English language and excellent communication and interpersonal skills • Sound knowledge of accounting concepts; well versed with financial terms • Proficient in MS Office, SAP, or any accounting-related ERPs • Commitment and ownership • Strong eye for detail, ability to multi-task, handle pressure, and deliver against demanding deadlines • Knowledge of automation tools desirable • Ability to manage cross-cultural boundaries Experience • An accounting professional with a minimum of 9-13 years of relevant work experience Education • Chartered Accountant (CA), CPA (US), ACCA (UK) Compensation • The compensation structure will be as per industry standard Show more Show less

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: 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 Location: Pune/Mumbai Education Graduate/Postgraduate from a premier institute Compensation The compensation structure will be as per industry standards Show more Show less

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 master’s or a bachelor’s degree from Tier 1 institute. Compensation The compensation structure will be as per industry standards Show more Show less

Overview: TresVista is looking to hire an Associate in its Data Intelligence Group team, who will be primarily responsible for managing clients as well as monitor/execute projects both for the clients as well as internal teams. The Associate may be directly managing a team of up to 3-4 Data Engineers & Analysts across multiple data engineering efforts for our clients with varied technologies. They would be joining the current team of 70+ members, which is a mix of Data Engineers, Data Visualization Experts, and Data Scientists. 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 BTech/B.E/MCA Compensation The compensation structure will be as per industry standard Show more Show less

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 Show more Show less

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. You’ll 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 structurewill be discussed during the interview Show more Show less

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 stakeholder 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 Compensation: The compensation structure will be discussed during the interview Show more Show less

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 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 CFO’s office at the client’s end. The delivery team comprises highly skilled accounting professionals intended to function as an extension of the client’s 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 Responsibilities Assumed: Project Management: Determining the scope of engagements, delivering project plans to clients, managing timelines, and driving deliverables through plans Handling accounting of funds and multiple investment companies (SPVs) Managing and reviewing projects relating to calculation of net assets values, reconciliation of capital calls and distributions, partner capital statements, cash, and bank account reconciliation, preparation of monthly/quarterly financial reporting packages, journal entries, calculation of management fees, carried interest and waterfall Being efficient in managing the execution of all key aspects of client deliverables Communicating directly with senior professionals such as CFOs, controllers, and accounting managers Ensuring all scheduled work is completed by agreed deadlines, checklists are signed, and files contain all required details Managing Client Relationships: Acquiring knowledge of clients’ operations and general strategy Building and managing relationships with existing clients Understanding the overall goals of the transaction and client relationships Team Management and Leadership: Managing/mentoring a team of Analysts/Associates and reporting to the Management Driving projects and process improvements Monitoring procedures and controls within the team and reviewing and approving the team’s work daily within the stated departmental guideline Prerequisites: Excellent communication skills Strong grasp of various aspects of finance and an analytical ability Commitment and ownership Strong eye for detail and ability to multi-task Ability to meet client-driven deadlines (demanding hours requiring time management skills) High levels of honesty & integrity, ability to lead a team and self-drive are essential Experience: 8 to 10 years of work experience with a Bachelor’s degree CA/MBA in Finance with 6+ years of work experience preferred Education: CA / MBA (Finance) Compensation The compensation structure will be as per industry standards Show more Show less

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 master’s or a bachelor’s degree from Tier 1 institute. Compensation The compensation structure will be as per industry standards. Show more Show less

Overview of the Role: The Senior Sales Development Associate (SSDA) will be responsible for implementing account management programs covering TresVista’s Focused accounts. The SSDA will ensure high levels of client engagement and integration thereby minimizing client attrition. The role will also be implementing programs to identify and generate new business opportunities for TresVista. The role reports to the VP of the Focused Accounts Relationship Management Team (FARM) and will work very closely with the VPs across the firm's Delivery teams in developing programs that enhance client engagement and ensure high levels of client integration. SSDA will be expected to provide guidance, coaching, and leadership to the SDAs. Location: Pune, IND Key Role Deliverables: Identify and qualify new business opportunities across the assigned Focused accounts through research, networking, and outreach Collaborate with the Market Development, Product and Marketing teams to create and execute targeted campaigns Prepare and deliver presentations to potential clients as directed by the VP of FARM Maintain accurate records of all sales activities and client interactions in the CRM system Provide regular updates to the leadership team on progress and results Provide account management services to Focused accounts, ensuring client satisfaction and address issues or concerns promptly Foster and maintain long-term relationships with key clients Work closely with VPs across the firm's Delivery teams to develop programs that enhance client engagement and ensure high levels of client integration Drive, track, and manage the implementation of various programs and initiatives aimed at retention management and identifying expansion opportunities Provide mentorship, direction and training to the SDAs in the FARM Prerequisites: Strong understanding of the sales process and techniques Proficiency in Microsoft Office and CRM software Knowledge of market research and analysis techniques is preferred Excellent communication and interpersonal skills Ability to work independently and as part of a team Strong organizational and time management skills Ability to develop and deliver effective presentations is preferred Strong problem-solving skills and attention to detail is preferred Experience: 4+ years of experience (Bachelor’s degree) or 3+ years of experience (Master’s degree) in Sales or Business Development, preferably in the Financial Services or Consulting industry Education: Bachelor’s degree in business, Marketing, or a related field An MBA or equivalent is preferred Compensation: The compensation structure will be as per industry standards Show more Show less

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 standards Show more Show less

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 more than 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 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 the innovation engine of HR, the Transformation team designs and executes high-impact strategic initiatives that revolutionize the HR business unit embracing operational excellence and adopting digitalization. About the role The Senior Associate will work closely with the transformation lead and have the opportunity to execute key strategic projects to transform the HR function. Senior Associate acts as a thought partner and solution architect who will collaborate with multiple departments to develop streamlined processes, innovative strategies, and impactful initiatives that advance organizational objectives and strengthen the HR function's effectiveness. Roles and Responsibilities ▪ Evaluate and implement “fit for purpose” HR technologies to streamline and digitalize HR operations ▪ Drive process improvements to reduce inefficiencies and elevate service delivery ▪ Optimize workflows to enable seamless interconnected processes across the Hire to Retire lifecycle ▪ Drive change management initiatives, ensuring smooth adoption of new HR technologies and processes ▪ Prepare comprehensive business requirement documents (BRD) and manage projects efficiently ▪ Integrate data to accelerate decision-making and enable informed and agile business strategies ▪ Collaborate with stakeholders/HR leadership to align projects with organizational goals and execute transformation initiatives Prerequisites ▪ Led at least one HR transformation project using HR technology. (e.g., implemented HR HCM & OR ATS) ▪ SAP Success Factors/ Workday or equivalent certification ▪ Analytical ability with a strong eye for details and numbers (HR analytics experience is a plus) ▪ Experience in project management, process improvements, and change management methodologies ▪ Knowledge of data Visualization tools (e.g., Power BI) ▪ Experience in AI/ML applications in HR is a plus Experience 5+ years in HR transformation/ HRIS and HR analytics Education PGDM or MBA Equivalent Compensation The compensation structure will be as per industry standards Show more Show less

The Role & Responsibilities The Payroll Associate/Manager is expected to manage and supervise all the finance and accounts functions and ensure proper maintenance of the accounting systems, delivery of compensation (domestic and international) and corresponding payroll services in adherence with strict deadlines and in accordance with government legislation and policy and procedures. In collaboration with the Seniors and the team, the Payroll Associate/Manager participates in special projects to ensure effective, efficient, and compliant payroll practices are developed and maintained; contributes to the achievement of departmental goals and professional services delivery. The individual should be able to adapt to a continually evolving environment while managing the team. Key Role Deliverables: Oversee and manage end-to-end payroll operations for multiple countries and regions such as UK, US, Singapore, etc. Oversee the administration and processing of all aspects of payroll for the firm, ensuring payroll is delivered accurately and on time through monthly standard cycles, with off-cycle payments as required Managing HCM solutions for employee data, payroll processing, benefits administration, and time and attendance tracking. Provide final sign-off to monthly and year-end processing and filing, ensuring completeness and compliance with strict deadlines; oversee the coordination of year-end reconciliation of taxes for multiple countries and regions Worked on comprehensive HR and payroll tools for managing employee information, tax filings, compliances, etc. to automate and streamline payroll processes, offering enhanced accuracy, efficiency, and data-driven insights. Develop and maintain all payroll processes/procedures and documentation, focusing on best practice, compliance, and continuous quality improvement Coordinate training of the payroll team to ensure consistent application of policies and standard operating procedures and compliance with legislative requirements Ensure all complex, unique, and sensitive issues are investigated and resolved, working with external entities (i.e., auditors, consultants, etc.) Participate in audits, provide support to the team, and when necessary, design and implement internal controls to meet audit requirements Continuously leads the analysis, measurement, review, development, and implementation of effective and efficient processes, practices, and system capabilities to govern all payroll activities to ensure quality and consistency and delivery against defined targets Maintain awareness of legislation, regulations, and standards related to payroll to ensure compliance within the area of responsibility for multiple countries and regions Maintain awareness of best practices and emerging issues related to payroll Participating in professional development to aid in ongoing knowledge and skills acquisition Support the creation of, and give feedback on, policies and guidelines affecting payroll, ensuring compliance with government legislation for multiple countries and regions Define and communicate internally set payroll standards and procedures to ensure quality and consistency of services delivered Ensure all communication material is current, accurate, and understandable by stakeholders Prerequisites: Extremely strong fundamentals in accounting Excellent multi-tasking skills Good written & oral communication skills Relationship Management with cross functions Proactive and entrepreneurial traits; and a willingness to grow and learn on daily basis Eye for detail Good interpersonal skills Experience 5 to 8 years of relevant work experience Big 4 firm candidates is preferable Education Postgraduate or CA or MBA (Finance) Compensation The compensation structure will be as per industry standards Show more Show less

Roles and Responsibilities ▪ Architect and incorporate an effective Data framework enabling end to end Data Solution. ▪ Understand business needs, use cases and drivers for insights and translate them into detailed technical specifications. ▪ Create epics, features and user stories with clear acceptance criteria for execution and delivery by the data engineering team. ▪ Create scalable and robust data solution designs that incorporate governance, security and compliance aspects. ▪ Develop and maintain logical and physical data models and work closely with data engineers, data analysts and data testers for successful implementation of them. ▪ Analyze, assess and design data integration strategies across various sources and platforms. ▪ Create project plans and timelines while monitoring and mitigating risks and controlling progress of the project. ▪ Conduct daily scrum with the team with a clear focus on meeting sprint goals and timely resolution of impediments. ▪ Act as a liaison between technical teams and business stakeholders and ensure. ▪ Guide and mentor the team for best practices on Data solutions and delivery frameworks. ▪ Actively work, facilitate and support the stakeholders/ clients to complete User Acceptance Testing ensure there is strong adoption of the data products after the launch. ▪ Defining and measuring KPI’s/KRA for feature(s) and ensuring the Data roadmap is verified through measurable outcomes Prerequisites ▪ 5 to 8 years of professional, hands – on experience building end to end Data Solution on Cloud based Data Platforms including 2+ years working in a Data Architect role. ▪ Proven hands – on experience in building pipelines for Data Lakes, Data Lake Houses, Data Warehouses and Data Visualization solutions ▪ Sound understanding of modern Data technologies like Databricks, Snowflake, Data Mesh and Data Fabric. ▪ Experience in managing Data Life Cycle in a fast-paced, Agile / Scrum environment. ▪ Excellent spoken and written communication, receptive listening skills, and ability to convey complex ideas in a clear, concise fashion to technical and non-technical audiences ▪ Ability to collaborate and work effectively with cross functional teams, project stakeholders and end users for quality deliverables withing stipulated timelines ▪ Ability to manage, coach and mentor a team of Data Engineers, Data Testers and Data Analysts. ▪ Strong process driver with expertise in Agile/Scrum framework on tools like Azure DevOps, Jira or Confluence ▪ Exposure to Machine Learning, Gen AI and modern AI based solutions. Experience Technical Lead – Data Analytics with 6+ years of overall experience out of which 2+ years is on Data architecture. Education Engineering degree from a Tier 1 institute preferred. Show more Show less

Overview The Executive Vice President of the Data Intelligence Group will lead, mentor, and develop a team of Associates and Analysts. This role involves overseeing and driving initiatives related to data migration, data management, architecture, and advanced analytics for our clients. We seek a strategic leader with a proven track record in managing large-scale data projects, advanced analytics, and expertise in Big Data technologies. The ideal candidate will have deep knowledge in Machine Learning (ML), Artificial Intelligence (AI), and a foundational understanding of Generative AI. This position offers a dynamic path for learning and growth, with high exposure to stakeholder management and client engagement. Key Responsibilities : ▪ Lead and manage large-scale data migration projects, ensuring successful execution and stakeholder satisfaction ▪ Develop and implement data management strategies and architectural frameworks that support business objectives ▪ Oversee advanced analytics initiatives, leveraging data to inform strategic decision-making ▪ Consult and interact regularly with clients, acting as a thought partner to understand their needs and drive value ▪ Collaborate with cross-functional teams to deploy ML models and AI solutions that drive innovation and efficiency ▪ Manage teams working across multiple projects for different clients, ensuring high performance and effective collaboration ▪ Foster a culture of continuous improvement, encouraging the team to adopt best practices in data engineering and analytics ▪ Mentor and develop team members, nurturing talent in areas such as NLP, predictive analytics, and LLMs ▪ Stay abreast of industry trends and technologies, ensuring the organization remains competitive in data analytics and management ▪ Familiarity with a variety of data-related fields, including but not limited to: ▪ Data Engineering and Management ▪ Artificial Intelligence (ML, Deep Learning, Generative AI) ▪ Cloud Architecture and Analytics (Azure, AWS, GCP) ▪ DevOps and Platform Engineering ▪ Software Development and Application Architecture ▪ Business Intelligence Solutions (Power BI, Tableau) Qualifications ▪ 10+ years of experience in data management, solution architecture, analytics, and project oversight ▪ Proven experience in managing large-scale data migration and complex analytics projects ▪ Strong experience in cloud architecture and solution design ▪ Strong background in Machine Learning, AI, and Generative AI ▪ Experience in the BFSI sector is preferred Education ▪ Bachelor’s degree in technology (B.Tech) or Master of Computer Applications (MCA) is required; MBA or MS preferred Compensation ▪ The compensation structure will be as per industry standard Show more Show less

Key Role Deliverables: Assist in the preparation and delivery of RFP, RFI, and DDQ requirements Provide guidance, direction and training to the SDAs in the SOW team Support the development and management of proposals and presentation materials to aid client and prospect engagement Collaborate with various departments to ensure timely and accurate delivery of marketing and support services Understand TresVista's products and services to diagnose client requirements and propose available solutions or bespoke approaches Provide sales support on ad-hoc requirements as requested by TresVista’s senior management Contribute to the effectiveness of client engagement strategies and make recommendations for improvement Key Performance Indicators: Quantity and quality of deliverables (RFPs, RFIs, DDQs, Proposals, Presentations) Adherence to support SLAs for CGTs and Sales teams Effectiveness in contributing to bid win rates Internal client satisfaction (CGTs, Sr. Leaders) Innovation and process improvement Effectiveness in handling ad hoc support requests Prerequisites: Strong understanding of RFP, RFI, and DDQ processes Excellent communication and interpersonal skills Attention to detail and accuracy, and a client-focused mindset Ability to multitask effectively in a fast-paced and dynamic environment Strong organizational, teamwork and project management skills Proficiency in Microsoft Office Suite and CRM software Experience: 4+ years of experience (Bachelor’s degree) or 3+ years of experience (Master’s degree) in Sales or Business Development, preferably in the Financial Services or Consulting industry Education: Bachelor’s degree in business, Marketing, or a related field An MBA or equivalent is preferred Compensation: The compensation structure will be as per industry standards

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