Vice President - Secondaries, Research & Investment Services

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.

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.

Role Expectations:

Technical Understanding

·Strong experience across LP-led and GP-led secondaries, including fund stake sales, continuation processes, and portfolio screening

·Ability to review fund- and portfolio-level analysis such as cash flow projections, IRR/MOIC, and scenario-based returns

·Evaluate underlying portfolio quality including concentration, vintage exposure, exit visibility, and manager performance

·Review pricing and valuation outputs, including pricing vs NAV and expected return profile

·Familiarity with diligence workflows, data room review, fund modelling, and IC material preparation

·Exposure across buyout, private credit, and infrastructure secondaries, with ability to differentiate underwriting considerations

Client & Project Management

·Manage client expectations and ensure consistent delivery of high-quality, timely outputs across secondaries-related engagements

·Guide Associates and Analysts on approach, structure of analysis, and deliverable quality, ensuring alignment with client investment frameworks

·Engage closely with clients to understand requirements in the context of ongoing workflows and translate these into clear directions for the team

·Oversee preparation of analytical outputs such as portfolio analysis, IC materials, fund reviews

·Work with relationship managers to retain and expand engagements with secondaries-focused clients and mandates

AI & Innovation Leadership:

·Lead AI adoption across Secondaries and Fund of Funds practice, embedding AI-enabled workflows to improve productivity, turnaround time, and scalability

·Drive identification and deployment of AI use cases with measurable efficiency gains

·Partner with internal tech team to operationalize AI solutions, translating business needs into scalable, embedded tools

·Build AI capability across the team, driving structured upskilling and ensuring consistent, team-wide adoption

·Continuously optimize delivery models using AI, linking adoption to efficiency, cost leverage, and scale

Team Management and 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 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:

·Prior experience in private equity, secondaries, investment banking, or transaction advisory

·Strong grounding in financial analysis, valuation, and investment frameworks

·Proven experience in client-facing roles with oversight responsibility

·Ability to manage multiple workstreams and teams across global delivery environments

·Strong eye for detail and ability to multi-task

·Ability to work demanding hours and meet client-driven deadlines (demanding hours requiring time management skills)

Experience:

·An MBA in Finance with a minimum of 6 years of work experience, or

·7 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

TresVista is a proud Equal Opportunity Employer and does not discriminate on any basis of race, religion, color, sex, gender identity or expression, sexual orientation, disability, marital status or national origin. All aspects of TresVista employment will be based on merit, competence, performance and business needs.