Business Analyst, Investment Technology

🕒 May 1

🇺🇸 United States – Remote

💵 $85k - $120k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Business Analyst

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Vista Equity Partners

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2000

💸 Finance

🤝 B2B

🏢 Enterprise

Finance • B2B • Enterprise

Vista Equity Partners is a leading investment firm that focuses on software, data, and technology-enabled businesses. The firm employs a long-term investment strategy, aiming to create value through operational improvements and strategic growth. Vista is recognized for its expertise in helping portfolio companies enhance their operations and drive innovation in their respective markets.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

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