In this role at TresVista, you will be an Associate in the Investor Relations & Capital Markets team, reporting to the Vice President. You will support fundraising and capital-raising activities, manage the CRM and investor pipeline, prepare materials for due diligence, create investor presentations and financial models, and work on high-impact strategic projects cross-functionally with Finance, Legal, and Operations teams. **Key Responsibilities:**
Build and maintain complex fundraising and credit models
Draft investor decks, teasers, CIMs, and quarterly updates
Organize virtual data rooms for investors
Prepare materials for investor due diligence
Maintain investor CRM and produce pipeline reports
Compile data and draft narratives for quarterly investor update reports
Coordinate investor meeting schedules and prepare briefing packs
Research and produce profiles on prospective investors
Maintain a library of comparable company data
Monitor and produce compliance certificates
Assist with board materials, cap table updates, and ESOP computations
Liaise with Legal, Treasury, and Corporate Development on strategic transactions
**Qualifications Required:**
CA, CFA (Level 2+), or MBA from a Tier-1 institution
24 years experience in IB, PE/VC, or Big 4 advisory
Strong financial modeling skills
Excellent attention to detail
Strong written communication skills
Advanced Excel and PowerPoint skills
Data room proficiency is a plus
In addition to the above, you should be a structured thinker, adaptable in ambiguous situations, capable of building long-term relationships, and maintain absolute discretion and confidentiality. Joining TresVista will offer you exposure to various aspects of the financial industry and the opportunity to work on challenging and rewarding projects with a team of industry experts. In this role at TresVista, you will be an Associate in the Investor Relations & Capital Markets team, reporting to the Vice President. You will support fundraising and capital-raising activities, manage the CRM and investor pipeline, prepare materials for due diligence, create investor presentations and financial models, and work on high-impact strategic projects cross-functionally with Finance, Legal, and Operations teams. **Key Responsibilities:**
Build and maintain complex fundraising and credit models
Draft investor decks, teasers, CIMs, and quarterly updates
Organize virtual data rooms for investors
Prepare materials for investor due diligence
Maintain investor CRM and produce pipeline reports
Compile data and draft narratives for quarterly investor update reports
Coordinate investor meeting schedules and prepare briefing packs
Research and produce profiles on prospective investors
Maintain a library of comparable company data
Monitor and produce compliance certificates
Assist with board materials, cap table updates, and ESOP computations
Liaise with Legal, Treasury, and Corporate Development on strategic transactions
**Qualifications Required:**
CA, CFA (Level 2+), or MBA from a Tier-1 institution
24 years experience in IB, PE/VC, or Big 4 advisory
Strong financial modeling skills
Excellent attention to detail
Strong written communication skills
Advanced Excel and PowerPoint skills
Data room proficiency is a plus
In addition to the above, you should be a structured thinker, adaptable in ambiguous situations, capable of building long-term relationships, and maintain absolute discretion and confidentiality. Joining TresVista will offer you exposure to various aspects of the financial industry and the opportunity to work on challenging and rewarding projects with a team of industry experts.
