Position Summary
We are seeking a highly skilled Data Analyst with a robust background in Private Equity or similar financial industry . The ideal candidate will possess exceptional analytical abilities, technical expertise , and a strong understanding of the financial industry, preferably in the realm of private equity. This role involves collaborating with cross-functional teams to provide data-driven insights that support strategic decision-making and drive business growth .
This role requires someone who thrives in an agile, fast-paced environment and has a deep understanding of creating data analytics and visualizations that scales with rapid business growth and change .
Responsibilities
Data Analysis and Reporting : Conduct comprehensive data analysis to derive actionable insights and trends, enabling informed decision-making within the private equity sector .
Financial Modeling : Design , build, and maintain data models to ensure data is reliable, accessible, and secure for various applications and stakeholders.
Data Management : Utilize cloud data platform like Snowflake to design, implement, and manage data solutions, ensuring data integrity, security, and accessibility .
Data Visualization : Create and maintain interactive dashboards and printable reports using Power BI or similar tools for communicat ing complex data insights clearly and effectively to internal and external stakeholders .
Collaboration : Work closely with fund admins, investment teams, portfolio managers, and other stakeholders to understand their data needs and deliver customized solutions .
Data Quality : Implement data validation and quality control processes to ensure the accuracy and reliability of data used in analysis and reporting .
Process Improvement : Identify opportunities for process optimization and automation within data analysis workflows to enhance efficiency and productivity .
Performance Tuning : Continuously monitor and tune data models and report queries for optimal performance, scalability, and cost-efficiency.
Qualifications
Desired Qualifications
Experience : 3 + years of experience as a Data Analyst or in a similar role, with a proven track record of creating and maintaining data analytics and visualizations at scale.
Technical Skills : Proficiency in using Snowflake or similar data platform for data management, and Power BI or similar tool for data visualization and reporting .
Analytical Skills : Strong analytical and problem-solving abilities, with experience in financial modeling and statistical analysis .
Communication : Excellent verbal and written communication skills, with the ability to present complex data insights to non-technical stakeholders effectively .
Attention to Detail : High level of accuracy and attention to detail in data analysis , reporting and documentation .
Team Player : Ability to work collaboratively in a team environment, managing multiple projects and priorities simultaneously .
Preferred Qualifications
Software Proficiency : Familiarity with data analysis and visualization tools like SQL, Python, Power BI, Tableau , Domo and Sigma .
Machine Learning : Knowledge of machine learning and generative AI models and AI-driven products like Document AI.
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 .
