Senior Vice President - Value Realization, RIS (Mumbai, Pune, Bangalore, Gurugram)

About Us

TresVista is a global enterprise whose business model is built to deliver enduring value. TresVista combines best practices, technology-enabled execution, and industry-leading talent to drive meaningful results. By integrating advisory capabilities with scalable delivery, TresVista helps clients operate smarter and grow stronger. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics.

About the Department

TresVista's Research and Investment Services (RIS) provides a wide range of services to enable decision-making and improve the operational efficiency of our clients based across geographies and asset classes, including asset managers, advisors, corporates, and entrepreneurs. RIS offerings include detailed market and industry analysis, investment research, deal support, and ongoing portfolio performance tracking, amongst other services, all designed to assist clients in optimizing their strategies and making informed investment decisions. By leveraging skilled professionals and deep industry insights, and integrating into the client's value chain, the service line helps streamline processes and enables clients to focus on their core competencies.

Key Role Deliverables

Delivery Culture & Philosophy

• Common Framework: Define and institutionalize a firm-wide delivery philosophy grounded in the organizations cultural values: ownership, professionalism, client-centricity, and action-oriented
• Service-Line Standards: Work with service line SPOC to translate the common philosophy into specific, operationally relevant delivery rules, norms, and checklists tailored to that service lines unique capability set
• Empowerment: Equip and empower the EVP or equivalent layer within each service line to take primary ownership of day-to-day operational and delivery issues - reducing unnecessary escalation and enabling scale
• Delivery Maturity Roadmap: Define the maturity progression for delivery excellence by service line and track teams journey along that curve on a quarterly basis

Client Experience and Quality Management

• Quality Standards: Define, publish and enforce measurable quality standards for every service line covering output accuracy, turnaround time, presentation quality, and client-readiness
• Internal Quality Reviews: Conduct structured internal quality audits across the Execution Team, generating quality scores that feed directly into performance reviews and compensation decisions
• Error & Rework Reduction: Identify root causes of recurring errors, rework, and client feedback loops and implement systemic fixes through process redesign, tooling, or training
• Client Feedback Integration: Build structured mechanisms to capture, route, and act on client satisfaction signals ensuring NPS and Value Milestone Achievement are tracked at the engagement level

Capacity Planning & Resource Management

• Utilization Optimization: Maintain a real-time view of resource utilization across all service lines and resource types; proactively rebalance capacity to prevent both over-utilization and bench buildup
• Demand-Supply Planning: Partner with the CST Persona Heads and RMs to anticipate upcoming resource demand from new mandates and expansions ensuring the right skills are available at the right time
• Resource Allocation: Own the transfer pricing and resource allocation mechanism between service lines when solutions span multiple teams, ensuring fair, transparent and operationally clean resource deployment
• Cross-Service Line Coordination: Manage the coordination layer between service lines when a client solution requires concurrent input from multiple teams ensuring clean handoffs, clear ownership and on-time delivery

Performance Management

• KPI Framework: Define, implement, and own the delivery-side KPI framework for the Execution Team covering Utilization Rate, On-Time Delivery %, Technical Error Rate and Internal Quality Score
• Performance Reviews: Lead structured performance review cycles for the entire delivery team, providing evidence-based, data-driven feedback anchored in delivery metrics
• Retention & Development: Monitor early signals of talent attrition risk and work with HR and team leads to design targeted retention and development interventions
• Incentive Alignment: Partner with HR to ensure that performance-linked compensation for delivery teams is accurately tied to KPI outcomes reinforcing accountability at every level

Efficiency & Technology Adoption

• AI & Tooling Integration: Champion the adoption of AI tools, Descrial, and internal technology solutions within the delivery workflow identifying use cases by service line where technology can reduce manual effort and improve output quality
• Process Standardization: Build and maintain standardized process frameworks, delivery templates, and operating playbooks that reduce variation across delivery teams and accelerate onboarding of new hires
• Continuous Improvement: Run a formal continuous improvement program regularly harvesting best practices from high-performing delivery pods and scaling them across the organization
• Support Function Alignment: Partner with HR, ODEx, and Technology teams to drive efficiency improvements that benefit the delivery organization ensuring these support functions are oriented around delivery outcomes

Stakeholder & Cross-Functional Leadership

• CST Collaboration: Maintain a strong working relationship with CST Persona Heads to ensure delivery commitments made at the solution design stage are feasible, well-resourced, and executed to quality
• Strategy Team Interface: Work with the Strategy team to leverage data and analytics for delivery optimization decisions, including capacity modelling and service line benchmarking
• Leadership Reporting: Maintain a single, consolidated delivery dashboard with relevant metrics that track impact for the VR head, CPO and senior leadership enabling real-time visibility across all service lines

Prerequisites

• Delivery Leadership: Demonstrated experience leading delivery, operations, or quality management functions in a consulting, financial services, or professional services environment
• Multi-Team Management: Track record of managing large, distributed delivery teams across multiple functions or service lines
• Performance Framework Design: Experience designing and implementing KPI frameworks, quality review systems, and performance management processes
• Change Management: Proven ability to drive cultural and behavioral change in organizations particularly in shifting from decentralized, product-siloed delivery models to a centralized, client-centric model
• Technology Orientation: Familiarity with AI productivity tools, workflow automation, and delivery management platforms; ability to evaluate and implement new tools to improve delivery efficiency
• Financial Services Context: Understanding of the operating context of Private Equity, Investment Banking, or Wealth Management delivery environments is preferred

Experience

15+ years of total professional experience, with at least 8 to 10 years in delivery leadership, operations management or quality assurance leadership

Education

Any Graduate/CFA/ MBA (Finance)

Job Location

Pune / Gurugram / Bengaluru / Mumbai

Compensation

Compensation will be benchmarked to industry standards.