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Job Location | Pune |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Engineering / Construction |
Functional Area | Finance / Accounts / Tax |
EmploymentType | Full-time |
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. TresVistas support functions include business plan development, all aspects of fund administration, portfolio management, valuation & research, and deal sourcing & execution. With offices in Bengaluru, Mumbai, New York, Pune & Singapore, managing over $10 trillion in AUM, across geographies & asset classes and over 1000 clients, TresVista delivers cost & operational efficiencies with dedicated teams across functions.Roles & Responsibilities :Technical Understanding :- Analyzing and spreading the financial statements in MS Excel based spreadsheet - Analysis of key statements - Income Statement, Balance Sheet and CFS of public & private companies - Normalizing the financial statements for exceptional and non-recurring items to arrive at the true profitability figures - Perform detailed Quality Checks to ensure 100% quality and compliance with guidelines and operating policies Project Management :- Defining the scope of engagements, manage timelines, and ensure timely delivery- Ensuring efficient and effective execution of all key aspects of client deliverablesManaging Client Relationships :- Retaining and expanding existing client relationships by increasing integrationTeam Management and Leadership :- Working closely with new Associates and guide them on day-to-day project management and delivery - Mentoring, training and developing the Associates and Analysts - Managing team issues effectively - Contributing to the overall operational strategy for Data Quality function and responsible for the implementation of the strategy within the team - Providing timely and continuous feedback for performance improvement Prerequisites :- Preferred experience on various CRM platforms such as DealCloud, Salesforce, MS Dynamics, Insightly, Pipedrive, Zoho, Dynamo, HubSpot etc - Strong grasp of various aspects of pre-sales and business development processes and an analytical ability - Prior experience in the financial services industry - Strong orientation towards business development - Commitment and ownership - Strong eye for detail and ability to multi-task - Ability to meet client-driven deadlines (demanding hours requiring time management skills) - Excellent interpersonal skills and communication skills (written and oral) Experience :- An MBA in Finance with a minimum of 7-10 years of work experience, or - 10+ years of relevant work experience with a bachelors degree in any fieldEducation :- Any Graduate. MBA in Finance/Marketing/Strategy PreferredCompensation :- The compensation structure will be as per industry standards,
Keyskills :
financeriskreportingbankingcompliancebusiness plan developmentproject managementfinancial servicesanalytical abilityfund administrationbusiness developmentportfolio managementfinancial statements