Software Private Equity Associate - Valuation & Diligence

Vista Equity Partners; Austin (TX); On-site; USD 120,000 - 190,000; Full time

Job summary

Vista Equity Partners in Austin seeks an Associate to participate in valuation, due diligence and deal execution, gaining exposure to portfolio management and Vista Value Creation operating models.

This Austin-based Associate role supports one of Vista’s strategies and offers structured training in financial modeling, SaaS diligence, and deal execution alongside senior mentorship from Vista’s investment team.

Qualifications

• Undergraduate degree completed in 2025 or earlier.
• 2+ years of relevant experience in investment banking, private equity, growth equity, or related field preferred, ideally with exposure to software or technology-enabled businesses
• Strong financial modeling skills, with familiarity in key SaaS or software business metrics a plus
• Strong written and verbal communication skills, including comfort preparing materials for senior stakeholders or investment committees
• Genuine interest in enterprise software markets and broader technology industry trends
• High level of personal and professional maturity, with a demonstrated ability to internalize feedback and improve through coaching
• Ability to work well both independently and as part of a small, collaborative deal team
• Self-motivated with a high degree of initiative and accountability

Responsibilities

• Evaluate prospective investment opportunities, including conducting due diligence, assessing key investment considerations and risks, and supporting the execution of new investments.
• Develop and maintain financial models to evaluate company performance, valuation, capital structure, and investment returns.
• Prepare financial analyses, investment recommendations, and materials for senior investment professionals and Investment Committee discussions.
• Support transaction execution across key workstreams, including diligence, structuring, financing, and closing.
• Monitor and evaluate portfolio company financial and operating performance, including key business drivers and performance against plan.
• Partner with portfolio company management teams and Vista colleagues on strategic and operational priorities focused on growth, profitability, capital allocation, and long-term value creation.
• Coordinate with portfolio company leadership, internal teams, and external advisors across investment and portfolio‑related workstreams.
• Take ownership of key workstreams, managing timelines, deliverables, and coordination across stakeholders.
• Provide guidance and support to junior members of the investment team.
• Endeavor Candidates: Contribute to deal sourcing efforts by identifying, evaluating, and developing new investment opportunities.

Skills

Financial modeling

SaaS metrics

Due diligence

Investment communication

Independent collaboration

Deal execution

initiative and accountability

Education

Undergraduate degree (completed 2025 or earlier)

Job description

Vista Equity Partners in Austin seeks an Associate to participate in valuation, due diligence and deal execution, gaining exposure to portfolio management and Vista Value Creation operating models.

This Austin-based Associate role supports one of Vista’s strategies and offers structured training in financial modeling, SaaS diligence, and deal execution alongside senior mentorship from Vista’s investment team.