Senior Manager, Valuation

Vista Equity Partners

. Coordinate the quarterly valuation process for private equity investments by working closely with investment professionals, external valuation providers and internal stakeholders .

Posted 10/14/2026full-timeRemote • United StatesSenior💰 $200,000 - $225,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in private equity valuation processes, including performance metrics analysis and technical leadership on valuation topics. Strong ability to create presentation materials and engage with senior executives while maintaining high standards of integrity and confidentiality.

Highest-signal resume keywords

Private Equity ValuationPerformance Metrics AnalysisTeam LeadershipCFA or CPA CertificationPresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Valuation PoliciesIRR CalculationMOIC CalculationPortfolio AnalysisValuation Process CoordinationModel ReviewValuation Enhancement RecommendationsInvestor ReportingPerformance ReportingProcess Improvement

Soft Skills

Strong Communication SkillsInterpersonal SkillsOrganizational SkillsAttention to DetailIntegrity

Certifications & Qualifications

CFACPA

Industry Keywords

Private EquityInvestment ValuationFinancial AnalysisStakeholder EngagementConfidentiality

About the role

Key responsibilities & impact

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, including 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 performance metrics, including IRR, MOIC and ad-hoc portfolio analysis
Interface with the Investor Relations team on investor reporting or marketing materials related to valuation
Contribute to process and technology initiatives to streamline valuation and performance reporting
Support Vista’s valuation function for private equity investments and oversee and coordinate quarterly and monthly valuations

Requirements

What you’ll need

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance or Accounting
8+ 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

Benefits

Comp & perks

Annual cash bonus may be included in the total compensation package
Comprehensive benefits package