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Vista Equity Partners Criteria Cognitive Aptitude Test (CCAT), Personality Test & Interview Process Preparation – 2024

Aptitude Written Exams

What Is Vista Equity Partners?

Vista Equity Partners is an investment firm that specializes in providing funding for technology and software start-ups. They have offices in several cities in the United States in Austin, New York City, and San Francisco. They currently have a workforce of 286 employees. Started in 2000 by CEO Robert Smith, Vista Equity Partners has an extensive portfolio that includes Menlo Security, Zywave, and Navex Global.

Employment opportunities at Vista Equity include positions for those with careers in finance and experience with portfolio operations, investor relations, and business operations. Vista also has positions within its consulting group, for consultants, marketing operations, technology, and sales. For those just entering the workforce, Vista Companies offers internships within all its divisions.

Vista promotes an inclusive employee culture and creates an environment that encourages individuals to flourish and develop their careers. They also offer a generous benefits package. Vista Equity Partners Benefits include:

  • Health, vision, and dental plans
  • Retirement investing (401K) with an employer match
  • Tuition reimbursement
  • 16 weeks of parental leave
  • Unlimited PTO
  • Relocation assistance


What Is Vista Equity Partners’ Recruitment Process?


The first step to finding employment with Vista is to search for your desired position online. You can search all open positions, search by job, or search by location. Each job entry includes a thorough description of the duties required for that job, as well as a list of qualifications that are necessary for an applicant to be considered. The application will be completed online.


Phone Screening

Some candidates are given a phone screening before proceeding to the next step of the hiring process. This is a brief call during which you will be asked general questions about your experience and education. More specific aspects of the job may also be discussed, and you may be able to ask any questions you may have.


Vista Equity Partners’ Psychometric Tests

There are several tests you will be required to take before being called for an interview. These tests are used to ensure that your abilities and your personality are a good match for the business.


Criteria Cognitive Aptitude Test (CCAT)

All Vista applicants will need to demonstrate their abilities on a Criteria Cognitive Aptitude Test, also known as the CCAT. This exam is divided into three parts to measure your abilities in crucial areas. These areas are:

  • Math and Logic – Math and logic questions are used to determine your level of critical thinking ability. This section consists of word problems, basic algebra, and proportions. You will not be allowed to use a calculator on the math portions of the test.
  • Verbal Skills These questions are important in demonstrating to your future employer that you can communicate effectively. The verbal skills section of the test will examine how well you understand words based on their context, your ability to comprehend how words relate to each other, and your vocabulary.
  • Spatial Reasoning This section is a challenge to your abstract reasoning skills. This requires you to manipulate images in your head, identify patterns, and pick images that do not belong in a sequence.

This test is not only used to measure your abilities and cognitive reasoning skills. It is also used to see how well you perform under pressure. The test is made up of 50 multiple choice questions, and you will be given 15 minutes to complete the assessment.


The Employee Personality Profile

The Employee Personality Profile, or EPP, is  a personality test used to determine your workplace habits. It is used as a predictor of how you will interact with others and perform on the job. The EPP measures for 12 separate traits and will be compared against a profile the company has made of their ideal candidate. The traits measured are:

  • Achievement
  • Assertiveness
  • Competitiveness
  • Conscientiousness
  • Cooperativeness
  • Extroversion
  • Managerial
  • Motivation
  • Patience
  • Self Confidence
  • Stress Tolerance.

This personality survey has 140 items you will need to respond to. It is not timed and should only take around 10 minutes to complete.



Those that have received a satisfactory score on the assessments, will be contacted for interviews. Your initial interview may be a phone interview, even if you had a prior telephone screening. If this goes well, you will be contacted for an in-person interview. These interviews will be made up of both behavioral and technical questions, to ensure that you have the knowledge and ability, as well as a personality that is well suited for Vista Equity Partners.


How to Prepare for Vista Equity Partners’ CCAT & Personality Test?

Taking time to study for the assessments and practice your test-taking skills is vital to achieving outstanding scores. Things as simple as logic puzzles and crosswords can help enhance your critical thinking skills. When you take the tests do not take too long in areas where you know you are weak. It is kay to make an educated guess and move to areas where you are stronger.



A position with Vista Equity Partners could be the right way to jump start your career, whether you are interested in finance and investing, or are in an adjacent field such as consulting. As technology progresses, start-up companies will need investors and consultants to help pave the way into the future.