Business Analyst, Investment Technology

📋 Description

• Take ownership of Vista’s marketing technology stack, which includes email marketing platforms, campaign management systems, content management systems (CMS), marketing automation tools, and digital analytics solutions; act as the primary subject-matter expert for these platforms.

• Manage MarTech platforms on a daily basis, including user provisioning, system configuration, data hygiene, audience segmentation, and vendor relationship management.

• Act as the primary resource for marketing team enablement, providing platform training, adoption programs, and troubleshooting across the MarTech ecosystem.

• Maintain a complete inventory of MarTech tools; monitor platform contracts, service level agreements (SLAs), and renewal timelines; and proactively seek opportunities for consolidation or optimization across the stack.

• Collaborate with the technology team on integrations between marketing platforms and core infrastructure, such as Salesforce Data Cloud, Snowflake, and other data systems to ensure smooth data flow and campaign execution.

• Assist in data segmentation and audience management within Salesforce Data Cloud, working alongside marketing and technology teams to build, maintain, and activate audience segments that facilitate targeted outreach to investors and prospects.

• Utilize AI tools and automation platforms, including Claude and Claude Code, to enhance campaign workflows, streamline data processing tasks, and identify opportunities for embedding intelligent automation throughout the MarTech stack.

• Ensure accurate CRM data maintenance for investor and prospect records, pipeline tracking, and fund activities.

• Develop and sustain dashboards and reports in Salesforce to support visibility and management of the pipeline.

• Create data-driven materials and analyses to support investor outreach and fundraising initiatives.

• Recognize workflow gaps and collaborate with technology teams to enhance or automate fundraising processes.

• Work in partnership with investor relations and distribution teams to translate business needs into system enhancements.

⛳️ Requirements

• Two to five years of experience in a business analyst, operations, or technology support role, ideally within financial services, asset management, or a similar industry.

• Practical experience with CRM and marketing technology platforms, preferably including Salesforce and Salesforce Data Cloud; familiarity with marketing automation tools like Marketo and Cvent is highly advantageous.

• Strong knowledge of the current MarTech landscape, encompassing email marketing, multi-channel campaign management, marketing automation, audience segmentation, digital analytics, attribution modeling, and content management systems.

• Proven ability to gather business requirements, document user stories or functional specifications, and assist with technology delivery.

• Strong analytical skills with experience in building reports or dashboards using tools such as Salesforce, PowerBI, Sigma, or Excel.

• Capability to manage multiple concurrent responsibilities with excellent organizational skills and attention to detail.

• Outstanding 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 like Claude, Claude Code, or similar platforms to enhance productivity and process improvement; experience in building or maintaining automated workflows in a business or marketing operations context is preferable.

• Experience or exposure to private equity, investment management, investor relations, or wealth management is a plus but not mandatory.

• Ability to exercise discretion and appropriately handle confidential and sensitive information.

🏝️ Benefits

• Competitive salary

• Comprehensive benefits package

• Annual cash bonus

• Professional development opportunities

• Remote work flexibility

• Health insurance

• Retirement plans