VP - Reasearch and Investment Services

TresVista; Maharashtra; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

TresVista in India is seeking a seasoned professional for their Research & Investment Services. The ideal candidate will analyze financial concepts and manage client projects, ensuring high-quality deliverables. An MBA in Finance with 5+ years of experience is preferred, or 6-10 years in finance with a bachelor’s degree.

The successful applicant will lead teams, mentor junior staff, and possess strong analytical skills. Compensation aligns with industry standards.

Qualifications

• 5+ years of work experience in finance or 6-10 years with a bachelor's degree.
• Prior team and project management experience is preferred.
• Experience across buy/sell side and client-facing roles.

Responsibilities

• Analyze financial concepts and industry specifics for investment.
• Manage client expectations and deliver high-quality output.
• Lead a team and mentor junior professionals.

Skills

Financial analysis

Valuation skills

Research skills

Client management

Team management

Interpersonal skills

Analytical ability

Education

MBA in Finance

Bachelor's degree

Job description

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.

Role Description

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

• 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 the team and ensure action.
• Work with relationship managers to retain and expand existing client relationships.

Team Management & 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.

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.

Education

• Any Graduate/MBA preferred.

Compensation

• The compensation will be as per industry standards.