About TresVista

Founded in 2006, TresVista has been the leading provider of high-end outsourced support for asset managers, entrepreneurs & corporates for over a decade. TresVista's support functions include business plan development, all aspects of fund administration, portfolio management, valuation & research, and deal sourcing & execution. With offices in Mumbai, Pune, Bengaluru, New York & Singapore, managing over $10 trillion in AUM, across geographies & asset classes and over 1,000 clients, TresVista delivers cost & operational efficiencies with dedicated teams across functions.

Responsibilities Assumed:

- Liaising closely with the Senior Management and various internal stakeholders to facilitate business planning and decision making

- Project management

- Managing a team of Analysts and ensuring quality

- Analyzing, reporting, and presenting research data

- Forecasting and monitoring sales budget

- Working closely with Marketing and Corporate Communications team to engage clients

- Supporting and monitoring Vice Presidents in the Client Relationship Management team

- Creating client presentations

- Performing detailed analysis and creating reports concerning the client development functions

- Maintaining and managing the clients- data using Customer Relationship Management (CRM) and other ERP tools

Prerequisites :

- Entrepreneurial and proactive attitude

- Team-orientation with an ability to multitask

- Passion to continuously learn and grow

- Eye for detail

- Strong analytical ability

- Ability to meet tight deadlines

- Outstanding interpersonal and communication skills (written and oral)

- Good knowledge of MS Office (Word, PowerPoint, and Excel)

Candidate Experience:

- 2-4 Years

Education

- Graduate with 3+ years of relevant work experience/MBA with 2+ years of any work experience

Compensation:

- Commensurate with industry standards

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