Investment Assistant

Viking Global Investors • New York, NY

3d • $90,000 - $140,000 • Hybrid

About The Position

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.

Requirements

• 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.
• 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.

Nice To Haves

• Experience within the Financial Industry a plus.

Responsibilities

• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 251-500 employees