Vista Equity Partners

Attorney

• Own and administer Vista’s compliance and legal technology platforms, including communications surveillance (Behavox), electronic communications archival (Global Relay), policy management, and regulatory reporting tools.
• Manage day-to-day platform operations including user provisioning, configuration, data retention policies, lexicon tuning, alert management, and vendor coordination.
• Serve as the primary point of contact for compliance and legal teams on technology support, training, and platform troubleshooting.
• Maintain the legal & compliance tool inventory, track contracts, renewals, and licensing, and flag consolidation or modernization opportunities.
• Coordinate with technology teams on integrations between legal & compliance platforms and core infrastructure (e.g., Salesforce, Snowflake, data lake, identity management systems).
• Support the Firm’s efforts to explore and implement AI-driven automation solutions that streamline manual processes and reduce costs within Legal & Compliance.
• Maintain a working understanding of the regulatory landscape impacting registered investment advisers, private equity firms, and broker-dealers, including SEC, FINRA, and applicable state and international requirements.
• Translate evolving regulatory requirements into system configuration changes, new platform capabilities, and data retention or reporting enhancements.
• Ensure that technology implementations and system changes meet compliance, audit, and recordkeeping obligations before deployment.
• Support regulatory examinations and audits by producing technology-related documentation, data extracts, and system narratives as needed.
• Monitor vendor regulatory posture and certifications, ensuring third-party platforms remain aligned with firm obligations.
• Maintain up-to-date knowledge of Legal & Compliance, and related technology industry standards and best practices through regular peer benchmarking and active participation in industry events.
• Lead or support technology projects from initiation through delivery, including new platform implementations, system migrations, and major enhancements.
• Develop and manage project plans, timelines, resource requirements, and risk registers, keeping stakeholders informed through regular status updates.
• Coordinate cross-functional workstreams across Legal &Compliance, Information Security, and Technology to ensure seamless execution.
• Manage vendor relationships and hold third-party providers accountable to delivery milestones, SLAs, and contractual commitments.
• Gather, document, and prioritize business requirements from legal and compliance stakeholders, translating them into user stories, process maps, and functional specifications.
• Understand L&C workflows and availably technology including legal expense management, fund formation and investors on-boarding, investors and entity (fund management), anti-money laundering, privacy, regulatory reporting , control room management, investment transaction for both PE and credit platforms, contracts review, third-party management, document and data archiving and management, and other legal and compliance workflows.
• Identify workflow gaps, manual processes, and inefficiencies across the legal & compliance technology stack, and partner with technology to improve or automate them through use of AI and automation software.
• Conduct UAT for system changes, ensuring solutions meet business and regulatory needs before deployment.
• Track and report on KPIs for the legal & compliance technology stack—including alert volumes, false-positive rates, archival completeness, and review turnaround times—flagging issues proactively.
• Support change management, documentation, and training as new tools and capabilities are deployed to legal and compliance users.
• Build trusted working relationships with senior stakeholders across Legal & Compliance, Information Security, and Operations and collaborate with L&C partners such as CAPS, Finance and Investor Servicing.
• Partner with the broader Information Technology team on initiative prioritization, delivery planning, and operational support.
• Communicate proactively with stakeholders on project status, emerging risks, regulatory changes with technology implications, and upcoming system changes.

Associate Director – Business Partner, Legal & Compliance Technology

Business Analyst

• 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.

Business Analyst, Investment Technology

Engineer

• Embed with company engineering teams for focused 8 to 24 week engagements
• Own delivery end to end
• Work inside their repos, CI/CD, security review, and code standards
• Leave behind systems their teams can operate, extend, and trust
• Build advanced CodeGen and agentic workflows including custom subagents, skills, MCP servers, eval harnesses, background agents, and PR review automation
• Implement evals, guardrails, observability, and human-in-the-loop checkpoints sized to risk
• Pair program and prompt alongside their engineers as a teaching mechanism
• Partner with engineering leadership to scope high-leverage opportunities with clear business metrics and acceptance criteria
• Contribute patterns, accelerators, and reference implementations back to Vista's shared FDE and AI Ops playbooks for reuse across the portfolio

Senior Forward Deployed Engineer

Accounting Manager

• Overseeing the day-to-day accounting and reporting functions for the firm’s evergreen fund strategy
• Managing monthly NAV reporting cycles
• Preparing quarterly and annual financial statements and other monthly SEC filings
• Investigation and resolution of complex accounting matters
• Collaborating with cross-functional teams
• Leading and managing internal and external audits

Associate Director – Business Partner, Legal & Compliance Technology

Business Analyst, Investment Technology

Senior Forward Deployed Engineer

Senior Manager, Accounting & Reporting