Investment Assistant

Posted 9 Days Ago
Be an Early Applicant
New York, NY
Entry level
Financial Services
The Role
The Investment Assistant will provide administrative support for investment professionals, including managing calendars, coordinating meetings, handling correspondence, and organizing travel arrangements. The role involves assembling research packets and preparing expense reports while ensuring strong communication and teamwork.
Summary Generated by Built In

Viking Global Investors LP is a global investment firm founded in 1999. We manage more than $51 billion of capital for our investors across public equity, private equity, and credit and structured capital investment strategies. We have more than 275 employees and offices in Stamford, New York, Hong Kong, London, and San Francisco.


LOCATION: New York, NY

HOURS: 7:30 a.m. – 5:00 p.m., 8:00 a.m. – 5:30 p.m. or 8:30 a.m. – 6:00 p.m.; hybrid in-office schedule (4 days)

JOB FUNCTION

The Investment Assistant will provide administrative support for up to 4 investment professionals. This position requires a candidate who is enthusiastic about and excels in a support role. This role will report into the Administrative Manager.

Responsibilities may include, but are not limited to:

  • Manage calendars and coordinate meetings with public company representatives, research providers and other industry representatives.
  • Serve as a gatekeeper for investment professionals; discern which information and callers get through; handle correspondence.
  • Communicate with sell side brokers on corporate access offering, research, and models; assemble detailed research packets using internet and research outlets; extract brokerage and company generated reports.
  • Assist with tracking meetings and projects in internal systems.
  • Organize and schedule high volume of domestic and international travel arrangements, prepare related travel itineraries.
  • Prepare expense reports; maintain strong understanding of T&E and compliance pre-approval policies.
  • Assist with event planning and ad hoc projects as required.
  • Provide back-up coverage for 1-2 Investment Assistants.

 

QUALIFICATIONS

The ideal candidate will have:

  • An undergraduate degree with a record of academic success.
  • Excellent organization and communication skills.
  • Proficiency with Microsoft Office suite (Outlook, Excel, Word, and PowerPoint).
  • Demonstrated customer service orientation.
  • Support experience within a team environment.


The ideal candidate possesses the following traits:

  • Strong interpersonal skills: working with others across the firm and external constituents calls for an individual who enjoys developing professional relationships.
  • Team-orientation: a willingness to work collaboratively with other team members and pitch in on ad-hoc tasks and requests to ensure all needs are met.
  • Efficient communicator: clear, direct communication is valued in a robust and busy work environment.
  • Proactivity: an ability to recognize, anticipate and address needs with a strong sense of urgency.
  • Sound judgment: Operate discreetly with sensitive or confidential information.
  • Accountability: ownership of individual responsibilities and work product.
  • Process-orientation: a strong attention to detail and an eagerness to continually improve.
  • Experience within the Financial Industry a plus.

The base salary range for this position in New York City is $90,000 to $140,000. In addition to base salary, Viking employees may be eligible for other forms of compensation and benefits, such as a discretionary bonus, 100% coverage of medical and dental premiums, and paid lunches. Actual compensation for successful candidates will be individually determined based on multiple factors including, but not limited to, a candidate’s skill set, experience, education, and other qualifications. For more information on our benefits, please visit www.vikingglobal.com/life-at-viking/

Viking is an equal opportunity employer.  Questions about your candidacy and requests for reasonable accommodation in the recruitment process should be directed to [email protected].

Top Skills

MS Office
The Company
HQ: Greenwich, CT
265 Employees
On-site Workplace

What We Do

V iking Global Investors LP (“Viking”) is a global investment firm founded in 1999. We employ a fundamentals-driven investment approach to managing over $40 billion of capital across long/short, long-only, public/private hybrid and private-only strategies. Across our funds, our primary goal is to provide investors with best-in-class performance. We believe operational excellence is essential to our management of the capital with which we have been entrusted. We have approximately 240 employees, including 52 investment professionals, across five offices: Greenwich, New York, Hong Kong, London and San Francisco. We seek to attract people who exhibit our Firm’s core values of intellectual honesty, analytical rigor, continuous improvement, individual accountability and integrity. Viking is registered as an investment adviser with the U.S. Securities and Exchange Commission.

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