Associate, CAPS Strategy & Operations (Generalist)

Position Summary

Capital & Partner Solutions (CAPS) manages all capital formation and strategic partnership efforts for investment offerings across Vista Equity Partners, spanning institutional and private wealth investors. The CAPS Strategy & Operations team supports that mission through data, analytics and AI; sales strategy and operations; and investor relations, so coverage and product teams can focus on investors.

This role is a true generalist position supporting the entire CAPS Strategy & Operations team. Reporting to the Head of CAPS Strategy & Operations, the individual will work closely with every member of the team and will be a go-to resource for communications, deck building, analysis, process documentation and project management. This is a high-visibility role with broad exposure to leadership and to all parts of the CAPS platform, well suited to a versatile, organized and proactive professional who enjoys variety and wants to grow into a deeper specialty over time.

Responsibilities

• Serve as a generalist partner to the entire CAPS Strategy & Operations team, supporting the Data, Analytics & AI; Strategy & Operations; and Investor Relations workstreams, and flexing to wherever the team’s priorities and capacity needs are greatest.

• Build high-quality presentations and decks for internal leadership, team meetings, offsites and investor-facing use, translating data and complex topics into clear, concise and polished narratives.

• Draft and edit written communications, including summaries, briefings, status updates, process documentation and talking points, for the CAPS leadership team and across Vista.

• Support project management for team initiatives: scope work, maintain plans and timelines, track tasks and owners, run follow-ups and surface risks and decisions early, using the team’s shared project tracker.

• Capture, map and document the team’s processes and workflows, and maintain playbooks, procedures and role documentation so work is repeatable, transferable and easy to onboard into.

• Perform analysis in Excel and related tools on fundraising, pipeline, investor and operational data, and turn the results into actionable insights and recommendations.

• Partner with the data, analytics and AI team members to support CRM, reporting and dashboard needs, including requirements gathering, data quality checks and user testing.

• Support sales strategy and operations efforts across both Institutional and Private Wealth Solutions, helping converge processes and reporting where it makes sense.

• Assist with investor relations activities, such as investor communications, reporting, events and ad hoc investor requests, working with the IR lead.

• Prepare materials and follow-ups for team meetings, check-ins and cross-functional working sessions, and keep team priorities visible and current.

• Proactively identify opportunities to improve efficiency, automate manual work and apply AI tools to team workflows.

• Take on temporary or ad hoc assignments as needs arise across the team, and build working relationships with coverage, product, finance and technology partners across the firm.

Qualifications

• Typically 3-6 years of experience in strategy, operations, consulting, investment banking, investor relations, business analysis or a related field; level (Associate or Senior Associate) based on experience.

• 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 and with strong attention to detail.

• Strong analytical acumen, with advanced Excel skills and comfort working with large data sets, CRM and reporting tools (experience with Salesforce or similar a plus).

• 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, drive follow-through with colleagues and manage deadlines under pressure.

• Highly collaborative, flexible and proactive; comfortable supporting a team with varied needs and shifting priorities, and taking initiative without being asked.

• Strong organizational skills and judgment, including the discretion to handle confidential information; views no task as too small and approaches every assignment as an opportunity to learn.

• Curiosity and enthusiasm for AI and automation tools, and for applying them to day-to-day work.

• 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.

The annualized base pay range for this role is expected to be between $110,000-130,000. 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 preeminent technology investor, specializing in enterprise AI and software, with over $100 billion in AUM. For over 25 years and across every technology cycle, Vista has been pioneering new approaches to software investing, delivering consistent and compelling results at scale. Today, we're applying that expertise to help harness the transformative potential of AI to redefine how work gets done. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn, @Vista Equity Partners, and on YouTube.