Analyst, Private Wealth Solutions

Vista Equity Partners' Capital & Partner Solutions (CAPS) group manages capital formation and strategic partnership efforts across the firm's investment offerings. Within CAPS, the Private Wealth Solutions (PWS) team focuses on raising capital from registered investment advisors, family offices, private banks, independent broker-dealers, and wirehouses across the United States, operating through a dedicated Family Office & RIA Coverage Team.

This Analyst role is an entry point into private markets fundraising, supporting the Family Office & RIA Coverage Team across investor servicing, operational execution, and sales support. The Analyst will develop deep knowledge of Vista's platform, funds, and investor universe, with a natural path toward client-facing responsibilities and direct sales as competency develops.

Key responsibilities include serving as the first point of contact for inbound LP requests, managing diligence inquiries and DDQ processes, and supporting Coverage Officers in preparing for client meetings and conferences. The Analyst will also support the Sr. Internal Sales Associate and Coverage Officers in identifying and prioritizing warm leads across the RIA and family office universe, maintaining Salesforce pipeline data, and building consolidated warm lead lists across data sources.

On the operations side, the role covers conference and event logistics coordination with Vista's events team, event budget tracking and expense reconciliation, and serving as the primary interface between the Family Office & RIA team and Vista's business operations, marketing, and product teams. The Analyst is also expected to identify and build automation workflows using AI tools to reduce repetitive operational friction on an ongoing basis.

Required qualifications include 1 to 2 years of professional experience, a genuine interest in private markets and financial services as a career, exceptional organizational skills, and strong written and verbal communication skills for interfacing with investors and senior internal stakeholders from an early stage. Demonstrated AI fluency as a builder, not just a user, is also required.