VP - Research and Investment Services - Gurugram, Pune, Bangalore

About TresVista

TresVista is a global enterprise whose business model is built to deliver enduring value. TresVista combines best practices, technology-enabled execution, and industry-leading talent to drive meaningful results. By integrating advisory capabilities with scalable delivery, TresVista helps clients operate smarter and grow stronger. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics.

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. The delivery team comprises highly skilled professionals intended to be an extension of the client's team and further supported 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 6 years of work experience, or

7 to 10 years of relevant work experience with a bachelors degree in any field

Education

Any Graduate/MBA preferred

Compensation

The compensation will be as per industry standards