TresVista | Vice President
2 weeks ago
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 1,500 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.
Roles and Responsibilities:
Technical Understanding:
§ Strong knowledge of private equity and investment banking deal flow process
§ Knowledge of pre- and post- sales functions including prospecting, lead generation, sales outreach, sales analytics, and investor relations
§ Ability to consult on CRM implementations, data management, enrichment, and maintenance
§ 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 deliverables
Managing Client Relationships:
§ Retaining and expanding existing client relationships by increasing integration
Team 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
§ Prior experience in the market research preferably in finance/investment domain
§ Strong grasp of various aspects of pre-sales and business development processes and an analytical ability
§ 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 bachelor’s degree in any field
Education:
Any Graduate. MBA in Finance/Marketing/Strategy Preferred
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