Experienced Senior Associate with analytical and flexible approach to solving problems. Decisive leader driven to optimize processes and streamline operations for team efficiency.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Associate
TresVista
Pune
11.2014 - Current
Profiled high-impact analysis on UK and US based private companies, maintaining high standards in business and market research
Conducted in-depth industry research and collected business and financial information, ensuring accuracy and relevance
Played a key role in quality control (QC), enhancing the value of deliverables through rigorous review and feedback
Involved in recruitment, training, and mentoring of analysts and associates, driving team growth and capability development
Demonstrated leadership skills in managing teams, optimizing resource allocation, and executing strategic initiatives to increase productivity and Full-Time Equivalents (FTEs)
Supported Private Equity (PE) and Investment Banking (IB) companies in enhancing their business development activities
Managed deal flow and prepared weekly and monthly pipeline reports using CRMs like Salesforce and DealCloud
Played a key role in CRM migrations and implementations, ensuring seamless transitions and data integrity
Proficient in Microsoft Excel, PowerPoint, and Word, with expertise in Company Profiling and Financial Market Research
Actively participated in employee engagement and Corporate Social Responsibility (CSR) committees, organizing impactful events and initiatives
Education
Bachelor of Science - IT
Kirti College, Dadar
Mumbai
09-2010
Skills
Performance monitoring
Strategic Leadership
Timeline estimates
Client/Project Management
Business process improvement
Team Management
CRM Systems (DealCloud, Salesforce etc)
Database Terminals (Pitchbook, Factset etc)
Certification
DealCloud Platform Manager
Accomplishments
Streamlined client processes, significantly improving client satisfaction after addressing issues from the previous team's work
Fast-tracked to current role due to consistently exceeding performance standards and delivering high-quality results
Shining Star Award recipient multiple times for an exceptional contributions and performance within the team
Affiliations
Utilize downtime to expand knowledge of the finance industry through self-study and research
Engage in swimming, cycling, and running as part of maintaining an active and healthy lifestyle
Languages
Marathi
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Timeline
Senior Associate
TresVista
11.2014 - Current
DealCloud Platform Manager
Bachelor of Science - IT
Kirti College, Dadar
Similar Profiles
Vedanti Balu WableVedanti Balu Wable
Administrator at TresvistaAdministrator at Tresvista