Associate, CAPS Strategy & Operations (Generalist)

Vista Equity Partners Management•New York, NY

8d•$110,000 - $130,000

About The Position

Capital & Partner Solutions (CAPS) manages capital formation and strategic partnership efforts for investment offerings across Vista Equity Partners, serving institutional and private wealth investors. The CAPS Strategy & Operations team supports this work through data, analytics and AI; sales strategy and operations; and investor relations, enabling coverage and product teams to focus on investors. This generalist role supports the entire CAPS Strategy & Operations team and reports to the Head of CAPS Strategy & Operations. The individual works closely with every team member and serves as a resource for communications, presentation development, analysis, process documentation and project management. The role offers broad exposure to leadership and the CAPS platform, and suits a versatile, organized and proactive professional who enjoys varied work and may develop a deeper specialty over time. The level, Associate or Senior Associate, is based on experience. The expected annualized base pay range is $110,000–$130,000. Actual base pay may vary based on factors including experience, subject-matter expertise, work location and skill set. Base pay is one component of total compensation; other components may include an annual cash bonus and a comprehensive benefits package.

Requirements

Typically 3–6 years of experience in strategy, operations, consulting, investment banking, investor relations, business analysis or a related field.
Excellent written and verbal communication skills, including the ability to tailor messaging to senior audiences.
Advanced PowerPoint skills and a demonstrated ability to produce clear, polished, well-structured decks quickly with strong attention to detail.
Strong analytical skills, advanced Excel skills and comfort working with large data sets, CRM and reporting tools.
Ability to capture, document and improve processes, including writing clear procedures and process maps.
Strong project management skills, including planning, prioritizing and tracking multiple workstreams, driving follow-through with colleagues and managing deadlines under pressure.
Collaborative, flexible and proactive approach; comfort supporting varied needs and shifting priorities and taking initiative.
Strong organizational skills and judgment, including discretion in handling confidential information, willingness to take on tasks of all sizes and an interest in learning.
Curiosity and enthusiasm for AI and automation tools and applying them to day-to-day work.

Nice To Haves

Experience with Salesforce or a similar CRM.
Interest in the technology sector and in private markets or asset management.
Experience in financial services, fundraising or investor relations.

Responsibilities

Serve as a generalist partner to the CAPS Strategy & Operations team, supporting Data, Analytics & AI; Strategy & Operations; and Investor Relations, and flexing to meet team priorities and capacity needs.
Build polished presentations and decks for internal leadership, team meetings, offsites and investor-facing use, translating data and complex topics into clear narratives.
Draft and edit written communications, including summaries, briefings, status updates, process documentation and talking points, for CAPS leadership and across Vista.
Support project management for team initiatives by scoping work, maintaining plans and timelines, tracking tasks and owners, following up, and surfacing risks and decisions early using the shared project tracker.
Capture, map and document team processes and workflows, and maintain playbooks, procedures and role documentation to support repeatable and transferable work and onboarding.
Analyze fundraising, pipeline, investor and operational data in Excel and related tools, and turn findings into actionable insights and recommendations.
Partner with data, analytics and AI team members on CRM, reporting and dashboard needs, including requirements gathering, data quality checks and user testing.
Support sales strategy and operations across Institutional and Private Wealth Solutions, helping align processes and reporting where appropriate.
Assist with investor relations activities, including investor communications, reporting, events and ad hoc investor requests, in collaboration 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.
Identify opportunities to improve efficiency, automate manual work and apply AI tools to team workflows.
Take on temporary or ad hoc assignments as team needs arise and build working relationships with coverage, product, finance and technology partners across the firm.