Associate - Research & Investment Services

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. TresVistas 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:

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 clients 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.

About the Opportunity

The Associate opportunity at TresVista is a 23-year program that provides a rewarding experience through complex, challenging work and direct exposure to senior investment professionals. Associates undergo a comprehensive training program to help them meet and exceed client expectations, as well as to deliver in all other aspects of the role. The role is sector agnostic, and involves working as a team, across product groups and asset classes, to be thought-partners for TresVistas clients.

Roles & Responsibilities:

• Managerial role with breadth and depth of exposure to high-end finance and investment research
• Manage a set of clients and a team of Analysts, while reporting to a Senior Associate/VP
• Conduct and manage interactions with senior investment professionals on the Client-side
• End-to-end project management for the delivery of financial analysis, modeling and valuations, and research
• Ensuring the quality and timely delivery of all projects

Education:

• Graduates/CA qualified with 3+ years of experience
• MBA with 1+ years of experience

Attributes

• Commitment and ownership
• Understanding of financial terms and concepts
• Strong eye for detail and ability to multitask
• Ability to meet client-driven deadlines
• Good interpersonal skills and communication skills
• Learning aptitude