Role Description
About Us
TresVista is a global enterprise whose business model is built to deliver enduring value. TresVista combines best practices, technology-enabled execution, and industry-leading talent to drive meaningful results. By integrating advisory capabilities with scalable delivery, TresVista helps clients operate smarter and grow stronger. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics.
Overview
An Associate in the Strategy department has a multi-faceted role which includes performing extensive analytics on client data, working on various strategic projects, monitoring and tracking client details while working closely with the team of Analysts, Senior Analysts, and other internal stakeholders. This role offers a steep learning curve and a detailed understanding of the global financial services industry and service delivery models. It also provides hands-on experience of working with senior management.
Key Role Expectations
- Serving as an integral part of the management team to support the creation of value by identifying opportunities and providing critical information and analysis to make superior operating and strategic decisions
- Assisting Department HODs in building & auditing department budgets & tracking variance
- Partnering with Senior Management on firm-wide strategic initiatives by conducting financial, operational, and strategic analysis and developing supporting models
- Periodic reporting to Senior Management on strategic KPIs, project status, and budget performance
- Analyzing and monitoring key performance indicators
- Working with various departments to streamline processes and systems to improve operational efficiency
- Functioning as an independent contributor while proactively integrating technology, AI, and automation into day-to-day work streams to drive efficiency and scalability
Prerequisites
- Strong analytical ability
- Excellent interpersonal skills and communication skills (written and oral)
- Entrepreneurial and proactive attitude
- Accuracy and attention to detail
- Commitment and ownership
- Drive towards continuously learning, growing, and exceeding expectations
- Strong Excel and PowerPoint experience
- Familiarity with AI tools and a demonstrated ability to leverage AI, automation, and emerging technologies to enhance productivity and work quality
Experience
4-6 years
Education
Graduate/MBA (Any Specialization)
Compensation
The compensation structure will be as per industry standards
