Our goal is to deliver value-add services for our clients and enable them to focus on their core competencies.
We recognize and value that people are unique and multifaceted. We give people the freedom to contribute to the improvement of the organization. We encourage creativity and support enthusiasm.
We encourage active decision making and getting the job done. We act rather than react.
We strive to be close to the customer. We learn from the people we serve in order to
continuously improve our quality.
We succeed together.
Our client facing teams are supported by our internal framework focused on maintaining best-in-class measures around compliance, information technology and operations.
Our Assistant Vice Presidents are Wall Street caliber professionals and lead the execution team comprising of a pool of Associates and Analysts. In addition to having significant experience in financial consulting and investment analysis, our AVPs play a key role in talent management and development. They are the conduit between the client and TresVista and focus on adding maximum value to the client.
Our Associates are highly-trained finance professionals with diverse backgrounds that include equity research, investment banking and strategic consulting at pre-eminent global firms. They also include a blend of MBAs from top business schools as well as CFAs and Chartered Accountants.
Our Analyst team consists of some of the brightest minds from the best colleges globally with backgrounds ranging from management, finance, economics, to engineering. Analysts undergo extensive financial training programs and have the experience of working across sectors and deliverables including but not limited to profiling potential investment opportunities, building financial models, creating investment reports and presentations, conducting public comparable analysis and valuation pieces.
Our Relationship Managers provide strategic oversight and deeper domain expertise on deliverables.
Our in-house Graphic Design Services team adds visual and aesthetic appeal to deliverables and is overseen by the execution team.
Our Process Support Services team adds operating leverage and manual intervention on high volume and data intensive processes.
Our Audit team solicits feedback from clients across all aspects of the working relationship to ensure transparency and a consistently high quality of execution.
Our Compliance team creates and maintains rigorous client data-protection policies to ensure appropriate access. Our team also conducts industry-standard audits to uphold data integrity as per client requirements.
Our IT team maintains a secure and reliable working environment allowing client facing teams to uphold operational excellence.
Our Training team internalizes the knowledge gained from working with clients across different sectors and asset classes to ensure seamless continuity and scalability in the relationship.