Role description
About TresVista
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.
About the Department
CFO Office Services is one of the vital service lines offered by TresVista to its clients, providing fund administration, management
company accounting, corporate accounting including FP&A;, Treasury and other allied activities performed which assists the CFO’s
office at the client’s end. The delivery team comprises highly skilled accounting professionals intended to function as an extension of
the client’s team and further supported by additional value-added functions. The department serves various clients across Public
and Private Equity,
Investment Banks and other Corporates, Wealth Management Firms and Portfolio companies
Overview
The Associate prospect at TresVista is a 2–3-year program providing a chance to work directly with and be responsible for their
client base. It provides them with rich learning experience and direct exposure to senior investment professionals.
Associates undergo a comprehensive training program to help them execute smoothly and exceed client expectations. An
Associate's role is sector agnostic, working across product groups, acting as thought partners for clients and not just data
aggregators.
Key Role Expectations
▪ Lead project requests, determining the project path and guiding analysts on how to execute tasks effectively
▪ Check all deliverables executed by analysts, ensuring accuracy and compliance with standards
▪ Manage and mentor a team of analysts, providing guidance and support while reporting to management
▪ Co