Position Summary
We are seeking a highly organized and detail-oriented Investor Servicing Analyst to join our team. In this role, you will be responsible for managing investor requests, tracking various tasks, and ensuring timely resolution of deliverables. This role is ideal for individuals who excel in communication, client service, and financial analysis, and who are detail-oriented, proactive, and committed to maintaining strong investor relationships.
This is position is for an immediate start.
Responsibilities
- Serve as the primary contact for investor inquiries through a dedicated investor servicing inbox, providing accurate and timely responses.
- Ensure timely and accurate posting of investor documents to the investor portal, maintaining confidentiality and compliance with regulatory requirements.
- Work with the team to manage the CRM (salesforce) and investor portal (eFront) to track and monitor investor activities, as well as keep data accurate and up to date.
- Assist in the processing of capital calls, distributions, and other transactions, ensuring accuracy and adherence to timelines.
- Help ensure all investor communications and data adhere to internal policy and procedures.
- Collaborate with broader finance teams to ensure a seamless investor experience, including working with treasury, fund accounting, data & reporting and other broader Vista teams.
- Support onboarding of new investors and any evolutions of investor servicing processes.
The annualized base pay range for this role is expected to be between $85,000 - 105,000. 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 reward may include an annual cash bonus and a comprehensive benefits package
Qualifications
- Highly organized to manage mailbox assignments, track tasks, and ensure timely resolution of issues.
- Attention to Detail - Crucial for tasks like audit confirmations and account updates to avoid errors and ensure accuracy.
- Communicates information accurately and professionally
- Manages risk of quality and timeliness, and understands how to identify and escalate risk appropriately
- Accountable for completion and accuracy of assigned daily tasks and projects
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 .
