Vice President - Private Equity, Research & Investment Services

Role Description

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.

Role Expectations: Delivery lead on PE outsourcing workstreams; bridges analytical execution with client workflow management

Technical Understanding

• Strong understanding of financial concepts including accounting (GAAP/IFRS is preferred, but not required) and valuation and research skills
• Ability to understand and analyze various industries and businesses from an investment perspective
• Build and maintain detailed financial models including LBO, DCF, M&A, and comparable company / transaction analyses for live deal situations
• Prepare investment memoranda, CIMs, pitchbooks, teasers, and management presentation support for buy-side and sell-side mandates
• Conduct sector screening, target identification, and deal flow support including market sizing and competitive benchmarking
• Perform financial spreading and normalisation of target company financials for diligence purposes

• Act as first-level quality owner — review all outgoing deliverables for analytical rigour, accuracy, and presentation quality before client submission
• Plan and manage workstream execution including scoping, task allocation, turnaround management, and deadline adherence
• 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

• Leads AI adoption agenda for the Private Equity practice
• Hands-on agent building for deal screening, data extraction, report generation, and portfolio monitoring
• Partners with Tresvista s tech team to productize AI prototypes into practice-wide tools
• Upskills the team on AI — making AI fluency a team-wide capability, not just personal

• 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 Associates and Analysts
• Participate in recruitment and training activities for Analysts and Associates
• Work with other departments to ensure adherence to processes

• 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

• 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)

• 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

Any Graduate/MBA preferred

Compensation

The compensation will be as per industry standards