Vista Equity Partners · 5 hours ago

Analyst, Investor Servicing

United States

Full-time

Remote

Entry Level

$85K/yr - $105K/yr

Maximize your interview chances

ConsultingInformation Technology

Insider Connection @Vista Equity Partners

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Serve as the primary contact for investor inquiries through a dedicated investor servicing inbox, providing accurate and timely responses.

Ensure timely and accurate posting of investor documents to the investor portal, maintaining confidentiality and compliance with regulatory requirements.

Work with the team to manage the CRM (salesforce) and investor portal (eFront) to track and monitor investor activities, as well as keep data accurate and up to date.

Assist in the processing of capital calls, distributions, and other transactions, ensuring accuracy and adherence to timelines.

Help ensure all investor communications and data adhere to internal policy and procedures.

Collaborate with broader finance teams to ensure a seamless investor experience, including working with treasury, fund accounting, data & reporting and other broader Vista teams.

Support onboarding of new investors and any evolutions of investor servicing processes.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Risk Management

Required

Highly organized to manage mailbox assignments, track tasks, and ensure timely resolution of issues.

Attention to Detail - Crucial for tasks like audit confirmations and account updates to avoid errors and ensure accuracy.

Communicates information accurately and professionally

Manages risk of quality and timeliness, and understands how to identify and escalate risk appropriately

Accountable for completion and accuracy of assigned daily tasks and projects

Benefits

Annual cash bonus

Comprehensive benefits package

Company

Vista Equity Partners

Glassdoor

3.1

At Vista Equity Partners, we believe the transformative power of technology is the key to an even better future – a healthier planet, a smarter economy, an inclusive community and a broader path to prosperity.

Founded in 2000