Business Analyst, Investment Technology

🕒 Maio 1

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $85.000 - $120.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧐 Analista de Negócios

🦅 Patrocina Visto H1B

Esta empresa já patrocinou vistos H1B no passado.

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Vista Equity Partners

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 2000

💸 Finanças

🤝 B2B

🏢 Corporativo

Finance • B2B • Enterprise

A Vista Equity Partners é uma empresa de investimento líder que se concentra em negócios de software, dados e tecnologia. A empresa emprega uma estratégia de investimento a longo prazo, com o objetivo de criar valor por meio de melhorias operacionais e crescimento estratégico. A Vista é reconhecida por sua expertise em ajudar empresas do portfólio a aprimorar suas operações e impulsionar a inovação em seus respectivos mercados.

Descrição

• Own Vista’s marketing technology stack, including email marketing platforms, campaign management systems, content management systems (CMS), marketing automation tools, and digital analytics solutions; serve as the primary subject-matter expert across these platforms. • Administer MarTech platforms day-to-day, including user provisioning, system configuration, data hygiene, audience segmentation, and vendor relationship management. • Serve as the go-to resource for marketing team enablement, including platform training, adoption programs, and troubleshooting across the MarTech ecosystem. • Maintain a comprehensive MarTech tool inventory; track platform contracts, SLAs, and renewal timelines; and proactively identify consolidation or optimization opportunities across the stack. • Coordinate with the technology team on integrations between marketing platforms and core infrastructure, including Salesforce Data Cloud, Snowflake, and other data systems to ensure seamless data flow and campaign execution. • Support data segmentation and audience management within Salesforce Data Cloud, partnering with marketing and technology teams to build, maintain, and activate audience segments that drive targeted investor and prospect outreach. • Leverage AI tools and automation platforms, including Claude and Claude Code, to accelerate campaign workflows, streamline data processing tasks, and identify opportunities to embed intelligent automation across the MarTech stack. • Maintain accurate CRM data across investor and prospect records, pipeline tracking, and fund activity. • Build and maintain dashboards and reports in Salesforce to support pipeline visibility and management. • Prepare data-driven materials and analyses supporting investor outreach and fundraising campaigns. • Identify workflow gaps and partner with technology to improve or automate fundraising processes. • Partner with investor relations and distribution teams to translate business needs into system improvements.

🎯 Requisitos

• Two to five years of experience in a business analyst, operations, or technology support role, preferably within financial services, asset management, or a related industry. • Hands-on experience with CRM and marketing technology platforms, preferably including Salesforce and Salesforce Data Cloud; experience with marketing automation tools such as Marketo and Cvent is a strong plus. • Strong familiarity with the modern MarTech landscape, including email marketing, multi-channel campaign management, marketing automation, audience segmentation, digital analytics, attribution modeling, and content management systems. • Demonstrated ability to gather business requirements, document user stories or functional specifications, and support technology delivery. • Strong analytical skills with experience building reports or dashboards in tools such as Salesforce, PowerBI, Sigma, or Excel. • Ability to manage multiple concurrent responsibilities with strong organizational skills and attention to detail. • Excellent verbal and written communication skills; able to explain technical concepts to non-technical business users. • Bachelor’s degree in business administration, information systems, marketing, finance, or a related field, or equivalent work experience. • Demonstrated AI and automation mindset, with hands-on experience using AI-powered tools such as Claude, Claude Code, or similar platforms to drive productivity and process improvement; experience building or maintaining automated workflows in a business or marketing operations context is a plus. • Experience in or exposure to private equity, investment management, investor relations, or wealth management is preferred but not required. • Ability to exercise discretion and appropriate handling of confidential and sensitive information.

🏖️ Benefícios

• Competitive salary • Comprehensive benefits package • Annual cash bonus • Professional development opportunities • Remote work flexibility • Health insurance • Retirement plans