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 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 the Department

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.

Responsibilities Assumed:Technical Understanding:
- Strong understanding of financial concepts including accounting (GAAP/IFRS is preferred, but not required) and valuation and research skills
- End to end understanding of both the buy side and sell side processes
- Ability to understand and analyze various industries and businesses from an investment perspective
- Ability to analyze instruments like public equity, public debt, distressed/ HY instruments, private credit, etc.

Client & Project Management:
- Manage client expectations and ensure delivery of high quality and timely delivery on all client deliverables
- Guide Associates and Analysts on various parts of the project and ensure productive delivery
- Continuously engage with clients to understand their requirements, translate them to

📌 Research and Investment Services (Pune)
🏢 TresVista Financial Services
📍 Pune