Investment Assistant
Viking Global Investors is a global investment firm founded in 1999, managing over $55 billion in capital. They are seeking an Investment Assistant to provide administrative support for investment professionals, including managing calendars, coordinating meetings, and organizing travel arrangements.
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
Skills
- 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
- Experience within the Financial Industry a plus
Benefits
- Discretionary bonus
- 100% coverage of medical and dental premiums
- Paid lunches
Company Overview
Company H1B Sponsorship