Investor Services Assistant

LOCATION: 660 5th Ave, New York, NY

HOURS: 8am-630pm, Hybrid schedule with one work from home day per week

Viking Global Investors LP is a global investment firm founded in 1999. We manage more than $48 billion of capital for our investors across public equity, private equity, and credit and structured capital investment strategies. We have more than 275 employees and offices in Stamford, New York, Hong Kong, London, and San Francisco.

JOB FUNCTION

The Investor Services Assistant will provide administrative support for up to 3 team members. This position requires a candidate who is enthusiastic about and excels in a support role. The individual will be part of the investor relations team and work collaboratively with other assistants and team members. This role reports into the Investor Services Assistant Team Lead.

Responsibilities may include, but are not limited to:

• High volume scheduling. Proactively manage multiple calendars, anticipate, and resolve any scheduling conflicts or overlaps
• Oversight, planning, and execution of domestic and international travel arrangements– responsibilities include coordination of materials, meeting organization, travel logistics, confirmations, follow ups, etc.
• Gatekeeper function: discern which information and callers get through to the team; phone coverage and screening; handling correspondence
• Prepare monthly expense reports; maintain records of receipts and paperwork
• CRM maintenance of investor contact updates, briefing memos and meeting notes
• High level review of NDAs, as part of the scheduling process for investor calls when required

Examples of work handled by Investor Services assistants include:

• Creating a daily email for team members with a list of all investor calls/meetings scheduled
• Disseminating materials for weekly team meeting
• Proactively schedule, follow-up and track marketing calls for fundraising periods
• Schedule monthly calls with investment team members and the investor relations team to discuss portfolio positions
• Prepare briefing memos via the CRM system (Dynamo) for investor meetings with the investment team
• Work with other operations assistants to schedule standing meeting series or resolve calendar conflicts as needed

QUALIFICATIONS

The ideal candidate will have:

• An undergraduate degree with a record of academic success.
• Experience working in fast paced, dynamic industries, such as financial services or law
• Strong interpersonal and communication skills, with a focus on written skills
• Strong Microsoft Outlook and Excel skills with a knowledge of Word and PowerPoint
• Demonstrated customer service orientation and strong organizational skills.
• Support experience within a team environment preferred. Willing to roll up sleeves to ensure the team’s success
• Ability to prioritize and manage multiple tasks simultaneously
• Proactive, problem-solver, can independently identify necessary info or materials for meetings
• Flexibility on hours during busy periods

The base salary range for this position in New York City is $85,000 to $135,000. 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 [email protected].