Manager, Valuation

Position Summary
Vista Equity Partners is seeking to hire a Manager to support the valuation function for Vista’s private equity investments. The manager will be responsible for the oversight and coordination of quarterly and monthly valuations. Successful candidates will have a strong foundation in generally accepted valuation approaches and a solid understanding of private equity funds and strategies. This is a high-visibility, high-accountability role that requires thriving under tight deadlines and competing priorities in a fast-paced environment. Strong written and oral communication skills, along with strong interpersonal skills, are also critical, as the Manager will regularly engage with colleagues across the Finance team and the broader firm, including firm leaders, investment professionals, and Investor Relations as well as 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, which includes 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 investor relation 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

The annualized base pay range for this role is expected to be between $140,000-182,000. 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 just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package.
Company Overview
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, bringing an approach that 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 the key to an even better future – a healthier planet, a smarter economy, a diverse and inclusive community and a broader path to prosperity. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn, @Vista Equity Partners, and on X, @Vista_Equity.
Originally posted on Himalayas