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About the Role

Capital & Partner Solutions (CAPS) manages capital formation and strategic partnerships for Vista Equity Partners' investment offerings. The CAPS Strategy & Operations team provides data, analytics, AI, sales operations, and investor relations support. This generalist role supports the entire CAPS Strategy & Operations team, acting as a go-to resource for communications, deck building, analysis, process documentation, and project management. It offers high visibility and broad exposure to leadership and the CAPS platform, suitable for a versatile, organized, and proactive professional seeking growth.

Responsibilities

• Serve as a generalist partner to the entire CAPS Strategy & Operations team, supporting Data, Analytics & AI; Strategy & Operations; and Investor Relations workstreams.
• Build high-quality presentations and decks for internal leadership, team meetings, offsites, and investor use.
• Draft and edit written communications, including summaries, briefings, status updates, process documentation, and talking points.
• Support project management for team initiatives, including scoping, planning, tracking tasks, and managing risks.
• Capture, map, and document team processes and workflows, maintaining playbooks and procedures.
• Perform analysis in Excel on fundraising, pipeline, investor, and operational data, providing actionable insights.
• Partner with the data, analytics, and AI team to support CRM, reporting, and dashboard needs.
• Support sales strategy and operations for Institutional and Private Wealth Solutions.
• Assist with investor relations activities, including communications, reporting, events, and ad hoc requests.
• Prepare materials and follow-ups for team meetings and working sessions.
• Proactively identify opportunities for efficiency improvements and automation using AI tools.
• Take on ad hoc assignments and build relationships with coverage, product, finance, and technology partners.

Requirements

• Typically 3-6 years of experience in strategy, operations, consulting, investment banking, investor relations, business analysis, or a related field.
• Excellent written and verbal communication skills, with the ability to tailor messaging to senior audiences.
• Advanced PowerPoint skills with a proven ability to build clear, polished, well-structured decks quickly.
• Strong analytical acumen, with advanced Excel skills and comfort working with large data sets, CRM, and reporting tools.
• Demonstrated ability to capture, document, and improve processes, including writing clear procedures and process maps.
• Strong project management skills, with the ability to plan, prioritize, and track multiple workstreams.
• Highly collaborative, flexible, and proactive; comfortable supporting a team with varied needs and shifting priorities.
• Strong organizational skills and judgment, including discretion to handle confidential information.
• Curiosity and enthusiasm for AI and automation tools.
• Interest in the technology sector and in private markets or asset management is preferred.
• Experience in financial services, fundraising, or investor relations is a plus.

Skills

• PowerPoint
• Excel
• CRM
• Reporting tools
• Salesforce (or similar)
• Process documentation
• Project management
• AI tools
• Automation tools

Location

• Remote

Work Type

• Full-time

Experience Level

• Associate
• Senior Associate

Salary/Compensations

• $110,000-130,000

Benefits

• Annual cash bonus
• Comprehensive benefits package

About the Company

• Vista is a preeminent technology investor, specializing in enterprise AI and software, with over $100 billion in AUM.
• For over 25 years, Vista has pioneered new approaches to software investing, delivering consistent and compelling results at scale.
• Vista is applying its expertise to harness the transformative potential of AI to redefine how work gets done.