Manager, Valuation

About the Role

Vista Equity Partners is seeking to hire a Manager to support the valuation function for Vista’s private equity investments. The manager will oversee and coordinate quarterly and monthly valuations. This is a high-visibility, high-accountability role requiring the ability to thrive under tight deadlines and competing priorities in a fast-paced environment. Strong written and oral communication skills, along with strong interpersonal skills, are critical, as the Manager will regularly engage with colleagues across the Finance team, firm leaders, investment professionals, Investor Relations, and external service providers.

Responsibilities

• Coordinate the quarterly valuation process for private equity investments by working closely with investment professionals, external valuation providers, and internal stakeholders.
• Perform detailed reviews of internal models for integrity and consistency with valuation policies and procedures.
• Participate in the quarterly Private Equity valuation process, including engagement with senior executives.
• Create presentation materials for internal and external meetings.
• Provide technical leadership on complex valuation topics.
• Contribute to valuation policies and procedures and recommend enhancements in line with best practices.
• Perform various performance metrics, including IRR, MOIC, and ad-hoc portfolio analysis.
• Interface with the investor relations team on investor reporting or marketing materials related to valuation.
• Contribute to process and technology initiatives to streamline valuation and performance reporting.

Qualifications

• Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance or Accounting.
• 5+ years of valuation-related work experience.
• CFA and/or CPA preferred but not required.
• Previous managerial experience including team leadership, development, and resource planning.
• Strong oral and written communication skills, including strong presentation skills.
• Strong interpersonal skills with a demonstrated ability to work effectively as part of a team and across an organization.
• High level of integrity and ability to maintain confidentiality of sensitive and proprietary information.
• Strong organizational skills, attention to detail, and commitment to high-quality work product.

Pay

The annualized base pay range for this role is expected to be between $140,000 and $182,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is one component of the total compensation package, which may also include an annual cash bonus and a comprehensive benefits package.

About the Company

Vista is a leading global investment firm that exclusively invests in enterprise software, data, and technology-enabled organizations across private equity, permanent capital, credit, and public equity strategies. Vista prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers, and employees. Vista’s investments are anchored by a sizable long-term capital base, experience in structuring technology-oriented transactions, and proven, flexible management techniques that drive sustainable growth. Vista believes the transformative power of technology is key to a healthier planet, a smarter economy, a diverse and inclusive community, and a broader path to prosperity.