Our Purpose

The PACT ImPACT

Our goal is to deliver value-add services for our clients and enable them to focus on their core competencies.

People

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.

Action

We encourage active decision making and getting the job done. We act rather than react.

Clients

We strive to be close to the customer. We learn from the people we serve in order to continuously improve our quality.

Team

We succeed together.

What Sets Us Apart

How We Do It

Uniquely layered team structures provide dedicated points of contact for daily operations as well as strategic discussions, ensures proper quality control, and delivers service excellence.

The client facing teams are supported by an internal framework focused on maintaining best-in-class measures around compliance, information technology and operations.

Vice President

Our 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 VPs 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.

Associate(s)

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.

Analyst(s)

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.

Relationship Manager

Provides strategic oversight and deeper domain expertise on deliverables while managing the overall client relationship

Process Support Services

Enhances the breadth of capabilities of the Core Services through support functions that provide additional efficiency in execution

Compliance and Data Security:

Creates and maintains rigorous client data-protection policies to uphold data integrity and preserves a secure and reliable working environment facilitating operational excellence

Auditing and Reporting:

Solicits and audits feedback from clients across all aspects of the working relationship to ensure transparency and consistently high quality of execution

Contribute. Serve. Reform.

As business leaders, we consider it our responsibility to look after the communities that impact our lives.

Culture

We stand by
our PACT.

Our culture and our work
keeps us in the news

Careers

Join our team
of experts.

We offer unparalleled opportunities of mutual growth to
those who are looking to make a lasting impact.

Connect for inquiry

Get in touch today and learn how we can create an impact, together.