Vice President - Business Development Support

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 1,500 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