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Vista Equity Partners Management, LLC Capital & Partner Solutions (“CAPS”) Analyst, Investor Services & Operations in Austin, Texas

Analyst, Investor Services & Operations is responsible for contributing to Vista’s global investor engagement, operations, and servicing across all investment verticals, delivering a best-in-class service to external and internal stakeholders.

This role is based in Austin, TX or Bay Area, CA and is for an immediate start.

  • Produce standard monthly, quarterly, and annual Limited Partner reporting

  • Preparation meeting materials, briefing memorandum, meeting notes, and other content for regular Limited Partner engagements and major events (e.g. Annual General Meeting)

  • Maintain, update, and create regular and ad hoc fundraising content, including tear sheets, marketing materials, due diligence questionnaires (“DDQs”), requests for proposals (“RFPs”), quantitative analysis, and other data room collateral

  • Contribute to Limited Partner market research and analysis, including total addressable market (“TAM”), market penetration, outreach efficacy, lead qualification/fit, and LP segment analyses

  • Maintain key internal systems and infrastructure, including CRM, content libraries, reporting data bases, and data rooms

  • Bachelor’s Degree or equivalent experience.

  • 1+ years of experience in investment banking, consulting, accounting, legal, or other professional services roles.

  • Demonstrated ability to work both collaboratively and independently in a fast-paced and dynamic environment.

  • Excellent attention to detail, follow up, and organizational skills.

  • Strong sense of urgency, adaptability, flexibility and resourcefulness.

  • Strong analytical, written, and verbal communication skills.

  • Basic understanding of alternative assets.

  • High standard of professionalism.

  • Must be a team player with a clear understanding of the value of partnership and consensus-building.

  • Experience working with Microsoft Office.

Vista Equity Partners is a U.S.-based investment firm with offices in Austin, Chicago, New York City, Oakland, and San Francisco with more than $58 billion in cumulative capital commitments. Vista exclusively invests in software, data, and technology-enabled organizations led by world-class management teams. As a value-added investor with a long-term perspective, Vista contributes professional expertise and multi-level support towards companies to realize their full potential. Vista’s investment approach is anchored by a sizable long-term capital base, experience in structuring technology-oriented transactions, and proven management techniques that yield flexibility and opportunity.

Job ID: 2020-2201

External Company Name: Vista Equity Partners Management

External Company URL:

Street: 401 Congress Ave