Team Lead- Document/Design Services
2 weeks ago
About TresVista
TresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than 1,800 employees across offices in North America, Europe, and Asia, providing high-caliber support and operating leverage to over 1,000 clients across geographies and asset classes, including asset managers, advisors, corporates, and entrepreneurs.
About Department:
TresVista is looking to hire a Document Team Lead who will be a part of the Design team. The team lead will work closely with the operations team and help enhance the output of the documents and presentations for the client. The primary goal of this department is to offer graphic and document support to clients for their marketing and internal deck designs. Currently, the department comprises two main verticals: Graphic Design and Document Design, each with distinct roles and responsibilities. Both teams contribute to creating brand collaterals, marketing materials, templates, presentations, and content marketing.
Key Role Deliverables:
- Overseeing the execution team of Document Analyst and Specialists
- Providing guidelines on complex projects and overall project execution
- Seamlessly communicating with the Financial Services and Document team
- Managing daily staffing and conflicts within the team
- Communicating complex briefs and concepts to the Document team as well as setting and managing expectations around
- Work allocation support documents to manage their time effectively to meet the demanding requirements of the business
- Preparing drafts and presenting ideas to manage and deliver the projects as per client deadlines
- Participating and contributing in calls with the Financial Services teams and the client
- Maximizing quality for all project deliverables and maintaining average project feedback of 4+ (out of 5)
Operational Responsibilities:
- Providing leadership, motivation, and mentoring the team to align them with departmental goals and ensure they have a robust performance management structure in place
- Ensuring final documents and layouts are visually appealing as per the client branding
- Performing quality control checks at all the steps
- Ensuring the team meets its monthly and annual objectives
- Ensuring that new techniques and processes to provide the best quality of designs and updating training material based on new technology and business requirement
Prerequisites:
- Ability to prioritize workload & meet deadlines
- Good execution and managerial skills
- Focused and detail-oriented
- Should possess excellent communication skills
- Excellent command of MS Office/Presentation Skills
- Open to Feedback & Suggestions
- Good time management and must be able to multitask across a variety of job duties
- A strive for excellence and can make quick decisions
- Upgrade & upskill self for effectively managing the overall process - possesses skills to establish, assess, modify/adjust, and routinely improve the process
- Ability to step down and fill in the Analyst/Specialist gap as and when required
- Should be able to judge a new hire on technical grounds in the first round of interview
Technical skills required:
- Expert level in MS Office (Word, PowerPoint, and Excel)
- Knowledge of Photoshop, Illustrator, and InDesign would be a plus
Experience:
4 - 10 years of relevant work experience (including 2 - 3 years of people management role), preferably in the financial services industry
Education:
Any graduate
Compensation:
The compensation will be as per industry standards
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Team lead- document/design services
2 weeks ago
Pune, India TresVista Full timeAbout Tres VistaTres Vista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. Tres Vista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. Tres Vista has more than...
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Team Lead- Document/Design Services
2 weeks ago
Pune, India TresVista Full timeAbout TresVistaTresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than...
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Team Lead- Document/Design Services
2 weeks ago
Pune, India TresVista Full timeAbout TresVistaTresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than...
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Team Lead- Document/Design Services
2 weeks ago
Pune, India TresVista Full timeAbout TresVista TresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than...
-
Team Lead- Document/Design Services
2 weeks ago
Pune, India TresVista Full timeAbout TresVista TresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more...
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Pune, India TresVista Full timeAbout TresVistaTresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than...
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pune, India TresVista Full timeAbout TresVistaTresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than...
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Pune, India TresVista Full timeAbout TresVistaTresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than...
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pune, India TresVista Full timeAbout TresVistaTresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than...
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pune, India TresVista Full timeAbout TresVista TresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than...
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