Vice President - Private Equity, Research & Investment Services

Tresvista Financial Services; Pune District; On-site; INR 3,000,000 - 5,000,000; Full time

Job summary

TresVista Financial Services in Pune, India seeks an experienced Delivery Lead for its Research & Investment Services to oversee PE outsourcing workstreams and bridge analytical execution with client workflow management.

The role emphasizes building complex financial models (LBO, DCF, M&A), preparing investment memos, and leading AI adoption across the practice. Strong leadership and client-facing experience are required.

Qualifications

• MBA in Finance with 6+ years of work experience, or 7–10 years with a bachelor’s degree.
• Experience in buy/sell side and client-facing roles preferred.
• Strong analytical skills and attention to detail.

Responsibilities

• Delivery lead on PE outsourcing workstreams; bridge analytical execution with client workflow management.
• Prepare investment memos, CIMs, pitchbooks, teasers, and management presentations.
• Build and maintain financial models (LBO, DCF, M&A, comps) for live deals.
• Conduct sector screening, target ID, and deal flow support; market sizing and benchmarking.
• Act as first-level quality owner for deliverables; ensure rigor and presentation quality.
• Lead AI adoption agenda; develop AI prototypes with TresVista's tech team.
• Mentor Associates and Analysts; manage recruitment and training activities.

Skills

Financial modeling

LBO / DCF / M&A

Valuation & research

Investment memoranda

Sector analysis & deal flow

Client & project management

AI strategy & transformation

Team leadership & mentoring

Education

MBA in Finance

Bachelor's degree

Job 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 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.

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

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

Client & Project Management

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

AI Strategy & Transformation

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

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 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 bachelor's degree in any field

Education:

Any Graduate/MBA preferred

Compensation:

The compensation will be as per industry standards