Associate - Research & Investment Services

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.

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

Experience

• An MBA in Finance with minimum of 1 year of experience in Valuation/Investment banking/Modelling/Financial Research
• CA/Undergraduates with minimum 4 years of work experience