Investment Assistant jobs in United States
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Viking Global Investors ยท 1 day ago

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.

FinanceFinancial ServicesVenture Capital
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H1B Sponsor Likelynote

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

Qualification

Microsoft Office SuiteCustomer Service OrientationFinancial Industry ExperienceTeam OrientationProactivitySound JudgmentAccountabilityProcess OrientationOrganization SkillsCommunication SkillsInterpersonal Skills

Required

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

Preferred

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

Viking Global Investors

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Viking Global Investors is an investment firm that uses fundamental analysis to select investments across industries and geographies.

H1B Sponsorship

Viking Global Investors has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (3)
2023 (5)
2022 (7)
2021 (3)
2020 (3)

Funding

Current Stage
Growth Stage

Leadership Team

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Ellis Whipple
Chief Financial Officer
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Rose Shabet
Chief Operating Officer
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Company data provided by crunchbase