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: https://www.vistaequitypartners.com/
Street: 401 Congress Ave