Investment Assistant

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 recruiting@vikingglobal.com.