Associate, CAPS Strategy & Operations; Generalist

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.

• Serve as a generalist partner to the entire CAPS Strategy & Operations team, supporting the Data, Analytics & AI;
  Strategy & Operations; and Investor Relations work streams, 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.

• 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).
• Demo…