Associate, Structured Capital

Viking Global Investors•New York, NY

4h•$150,000 - $175,000

About The Position

Founded in 1999, Viking Global Investors (“Viking”) is a global investment firm with a long-term, fundamental, research-intensive approach to investing. Viking manages over $55 billion of capital across public and private investments. Viking has offices in Stamford, New York, Hong Kong, London, and San Francisco, and is registered as an investment adviser with the U.S. Securities and Exchange Commission. For more information, please visit www.vikingglobal.com. JOB FUNCTION This is a unique and entrepreneurial opportunity to join a lean and experienced team which has the support of one of the largest and most successful global investment management firms. The Associate will report directly to a Principal within private investments and will collaborate with the 6-person Viking Structured Capital (VSC) investment team and Viking’s broader public equity and private equity investment teams. Investments include: credit and credit-like solutions (including unitranche, 2nd lien, mezzanine loans, and non-convertible preferred equity) and hybrid investments (instruments combining debt and equity features including convertible notes, convertible preferred equity and other bespoke solutions.). The Associate will be responsible for supporting the identification, evaluation, and execution of structured capital investment opportunities using our fundamental, research-intensive approach. This role requires a flexible, energetic self-starter with a passion for investing, who can drive projects forward and translate rigorous, independent fundamental research into clear and actionable outputs. VSC has built a systematic, team-based sourcing engine that generates meaningful proprietary deal flow –the Associate will plug directly into that proven process while developing analytical and relationship-building skills under close mentorship from senior investors.

Requirements

Demonstrated aptitude for sourcing potential transactions through proactive outreach and relationship building / networking.
Strong quantitative and analytical skills.
Excellent critical reading ability.
Strong communication and interpersonal skills.
Bachelor’s degree with a record of academic success (required).
Entrepreneurial and self-starting: takes a proactive approach to responsibilities, is able to progress workstreams autonomously, and fits in with a team of high-performing, motivated investment professionals.
Team-oriented: thrives in a collaborative, structured environment with clear team goals, weekly team collaboration, and continuous process improvement
Passion for research and investing: our team is engaged and excited to pursue differentiated research, supported by the firm’s significant
Independence of thought: we strive to be unbiased and develop objective, data-centric theses to drive investment
Strong quantitative and analytical abilities: has the intellectual toolkit to support investment theses with highly differentiated research.
Commerciality: possesses passion for evaluating the merits of business opportunities and drivers of financial success across a range of industries.
Presence: demonstrates maturity, good judgment, and efficient communication in all interactions with internal and external constituents.

Responsibilities

Contributing to VSC's proactive sourcing engine by building relationships with company management teams, intermediaries, and market participants to source proprietary structured capital opportunities as part of a collaborative, team-based approach.
Executing targeted thematic-driven outreach using VSC's data-driven sourcing playbook, including cold emails, cold calls, and industry conference attendance
Conducting in-depth, primary research on industry and company fundamentals for relevant due diligence requirements.
Performing comprehensive credit analysis and risk assessment for structured financings.
Developing and maintaining sophisticated financial models to support investment decisions.
Engaging with company management teams, investor relations, sell-side research analysts, buy-side peers, industry contacts, and external professional service providers to gather insights and information.
Contributing to Viking’s overall research efforts by sharing insights and information across investment teams.
Participating in strategic decision-making processes.