Position Summary
Capital & Partner Solutions (CAPS) manages all capital formation and strategic partnership efforts for investment offerings across Vista Equity Partners. Engaging with Vista’s private equity, private credit and public equity investing strategies, the CAPS team is responsible for product strategy, fundraising, relationship management and the investor experience for all of Vista’s solutions across institutional and private wealth investors.
The Product Team within CAPS is the engine running capital formation and the investor experience for the firm’s investing strategies globally, including our private equity, private credit, and public markets franchises. Product works closely with client coverage teams on all aspects of investor relations and fundraising, partnering closely on engagement with institutional and private wealth investors across a broad range of existing and emerging fund strategies, separately managed accounts, and co-investments.
This role is based in New York and is for an immediate start.
Responsibilities
- Create and drive the execution of strategy specific and platform wide marketing materials, facilitate pipeline management and assist with developing detailed marketing plans, while working with stakeholders up, down and across the business to ensure successful execution.
- Assist with developing due diligence materials such as private placement memorandums, due diligence questionnaires, and related documentation for investment vehicles.
- Manage aspects of the LP engagement experience and fundraising process for the Firm’s private equity and credit investment strategies; accountable for and driving the closing process for these campaigns.
- Prepare request for proposals, questionnaires, and data requests related to investor due diligence.
- Synthesize data and information from the fund and relevant portfolio companies and articulate the narrative and key messages for internal and external audiences.
- Assist with monthly, quarterly content update, approval and distribution processes.
- Create presentations and coordinate logistics for Annual General Meeting, Limited Partner Advisory Committee Meetings, investor meetings and one-to-many Firm-hosted and industry events.
- Work on strategic projects and analysis for new product development initiatives.
- Additional ad hoc projects including but not limited to: market mapping exercises, peer analysis, presentation development for senior leadership, etc.
Qualifications
- Minimum of 2-3 years of experience in investment banking, investing, investor relations, placement agent or related field
- Strong understanding of financial markets and appreciation for technology/software sector.
- Highly motivated self-starter with excellent communication skills – both written and oral.
- A strong sense of accountability, strong organizational skills and attention to detail, views no task as too small and approaches every assignment as an opportunity to learn.
- Proactively identifies opportunities for continuous improvement and identifies areas in need of operational excellence with the ability to build, codify and promote process and best practices.
- Positively deals with a shifting demand for time and priorities with the ability to thrive in an agile working environment.
- Entrepreneurial and well-developed ability to work effectively in a highly collaborative, team-oriented environment.
- Ability to prioritize multiple tasks, manage stakeholders and work under pressure under deadlines to meet expectations.
The annualized basepay range for this role is expected to be between $150,000-$200,000 . Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant’s skill set. The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package.
Company Overview
Vista is a leading global investment firm that exclusively invests in enterprise software, data and technology-enabled organizations across private equity, permanent capital, credit and public equity strategies, bringing 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 , and on X, @Vista_Equity .
