Position Summary
The Reporting and Analytics Manager will be a part of the Fund Reporting and Analytics Team, primarily covering Vista’s private equity products. This team is focused on analysis for internal and external clients, utilizing fund and deal performance data to prepare published figures, reporting and bespoke client requests. This position plays a critical role in managing and enhancing our fund and portfolio analytics capabilities, ensuring the delivery of high-quality insights. The ideal candidate will have a strong background in private equity, with expertise in fund performance returns, hypothetical and horizon return analysis, benchmarking, Snowflake and PowerBI usage, and managing complex data projects and reporting templates.
This role is based in Austin, Texas and is for an immediate start.
Responsibilities
- Produce and sign-off on private equity fund performance returns (including strategy composites) and help drive the continued build-out of related dashboards in reporting tools.
- Prepare hypothetical and horizon return analysis.
- Forecast hypothetical fund scenarios.
- Perform benchmarking material reviews and help manage public market equivalent (PME) summaries and calculations for fundraising.
- Pull portfolio company data and ensure efficient data management.
- Serve as a key user for data integration, developing desktop procedures for proper usage and uploading Fund Operations data into reporting dashboards.
- Review and enhance quarterly and ad hoc reporting templates, assisting with quarterly reporting as needed.
- Collaborate with Investor Servicing to prepare complex fund data requests.
- Manage data projects and coordinate across various groups on complex projects.
Qualifications
- Minimum of 5 years of hands-on fund reporting/analytics experience, ideally in a private equity firm. Candidates with a professional background in private markets investment advisory, research, or portfolio management will also be considered.
- Exceptional presentation skills with the ability to distill complex data into a digestible format.
- Strong analytical skills, meticulous attention to detail, and expert modeling and spreadsheet capabilities, including familiarity with fund waterfalls and overall fund mechanics.
- Previous managerial experience, including team leadership, development, and resource planning.
- Ability to manage a multi-project workload within tight deadlines through strong organizational and planning skills.
- Excellent communication, partnering, and influencing skills.
- High level of integrity and dependability with a strong sense of urgency and results-orientation.
- Proficiency in using Snowflake and PowerBI.
- A./B.S. in Accounting or Finance.
- CFA or CAIA designation is a plus.
Company Overview
Vista is a leading global investment firm that invests exclusively in enterprise software, data and technology-enabled organizations across private equity, credit, public equity and permanent capital strategies. The firm brings an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. Vista’s investments are anchored by a sizable long-term capital base, experience in structuring technology-oriented transactions and proven, flexible management techniques that drive sustainable growth. Vista believes the transformative power of technology is the key to an even better future – a healthier planet, a smarter economy, a diverse and inclusive community and a broader path to prosperity. Further information is available at vistaequitypartners.com . Follow Vista on LinkedIn @Vista Equity Partners or X @Vista_Equity .
