Business Analyst, Investment Technology

Vista Equity Partners is a leading global investment firm focused on enterprise software and technology-enabled companies. They are seeking a motivated Business Analyst to support their Investment Technology team, focusing on marketing technology tools and platforms to enhance operational efficiency and drive process improvements.

Responsibilities:

• 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
• Gather, document, and prioritize requirements from fundraising and marketing stakeholders
• Produce user stories, process maps, and functional specs to support technology delivery
• Conduct UAT for system changes, ensuring solutions meet business needs before deployment
• Track and report on KPIs for the MarTech stack and fundraising operations, flagging issues proactively
• Support change management and training as new tools and capabilities are deployed
• Build strong working relationships across the fundraising, marketing, and investor relations teams
• Partner with the broader technology team on initiative prioritization, delivery, and operational support
• Communicate proactively with stakeholders on project status, issues, and upcoming changes
• Actively contribute to team meetings, stand-ups, and retrospectives

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
• Ability to exercise discretion and appropriate handling of confidential and sensitive information
• Experience in or exposure to private equity, investment management, investor relations, or wealth management is preferred but not required