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.

Role Expectations: Delivery lead on PE outsourcing workstreams; bridges analytical execution with client workflow management

Technical Understanding

· Robust understanding of financial concepts including accounting (GAAP/IFRS is preferred, but not required) and valuation and research skills

· Ability to understand and analyze various industries and businesses from an investment perspective

· Build and maintain detailed financial models including LBO, DCF, M&A;,



and comparable company / transaction analyses for live deal situations

· Prepare investment memoranda, CIMs, pitchbooks, teasers, and management presentation support for buy-side and sell-side mandates

· Conduct sector screening, target identification, and deal flow support including market sizing and competitive benchmarking

· Perform financial spreading and normalisation of target company financials for diligence purposes

Client & Project Management

· Act as first-level quality owner — review all outgoing deliverables for analytical rigour, accuracy, and presentation quality before client submission

· Plan and manage workstream execution including scoping, task allocation, turnaround management, and deadline adherence

· 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 effic

📌 Vice President (Pune)
🏢 TresVista
📍 Pune