Full-Time

Investment Assistant

Public Equity

Posted on 6/4/2025

Viking Global

Viking Global

51-200 employees

Global investment firm; manages public/private equity.

Compensation Overview

$90k - $140k/yr

+ Bonus

New York, NY, USA

Hybrid

Hybrid in-office schedule (4 days)

Category
Finance & Banking (1)
Required Skills
Word/Pages/Docs
Customer Service
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides

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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.
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.
Desired Qualifications
  • 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.

Viking Global Investors is a global investment firm managing over $48 billion in capital across public and private markets. It uses fundamental analysis and long/short strategies, taking long positions in undervalued companies and short positions in overvalued ones, across public equity, private equity, credit, and structured capital. The firm serves institutional investors, high-net-worth individuals, and qualified investors, aiming to generate high risk-adjusted returns. Fees come from management and performance-based charges. The main difference from competitors lies in its emphasis on fundamental, long/short investing across both public and private markets and its broad, globally distributed investment approach.

Company Size

51-200

Company Stage

N/A

Total Funding

$18.8B

Headquarters

Greenwich, Connecticut

Founded

1999

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Simplify Jobs

Simplify's Take

What believers are saying

  • Viking's private fund up 14.7% gross and 11.6% net in Q1 2026, outpacing public equity gains.
  • Over $15 billion invested in private healthcare and biopharma companies by 2025, driving strong sector gains.
  • Viking led $100 million Series E in GT Medical for FDA-cleared brain tumor treatment with 93% recurrence reduction.

What critics are saying

  • Public equities fund returned only 5.8% through November 2025, lagging indices and rivals, signaling underperformance.
  • 4.5% stake in unprofitable Veradermics with $27.2 million loss and no revenue growth risks capital erosion.
  • Heavy concentration in financial stocks exposes Viking to regulatory shocks and margin compression without effective hedge.

What makes Viking Global unique

  • Viking combines public-private hybrid strategy replicating its long-short hedge fund for non-private capital.
  • Viking employs fundamentals-driven approach covering 800 businesses to identify high-profit long and short ideas.
  • Viking targets premier private companies with breakthrough therapies, prioritizing biopharma, life sciences, and health care.

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Benefits

Health Insurance

Dental Insurance

Performance Bonus

Meal Benefits

Hybrid Work Options

Company News

PR Newswire
Mar 30th, 2026
Valstone welcomes Viking Global Investors as first institutional minority investor.

Valstone welcomes Viking Global Investors as first institutional minority investor. Mar 30, 2026, 13:00 ET MONTREAL, March 25, 2026 /PRNewswire/ - Valstone, a long-term acquirer and developer of mission-critical industrial software businesses, today announced a strategic minority investment from Viking Global Investors. The partnership marks a significant milestone in Valstone's continued expansion and strengthens its ability to scale its global platform. Valstone acquires and operates software businesses serving essential industrial end markets across four core platforms: agriculture, manufacturing, construction, and supply chain and logistics. Through a decentralized operating model and long-term ownership approach, Valstone partners closely with management teams to modernize platforms, invest in product innovation, and drive sustainable growth. "We chose Viking as our partner because of their exceptional track record, their alignment with our long-term investment philosophy and culture, and their commitment to providing patient capital to entrepreneurs building enduring, future-focused companies," said Steph Manos, CEO of Valstone. "I am incredibly proud of the team and the foundation we have built together. We believe this partnership marks just the beginning of our next phase of growth." The investment will support further acquisitions and the continued expansion of Valstone's AI Labs incubator, which focuses on deploying agentic solutions across Valstone's portfolio to deliver automation, enhanced decision-making, and improved operational resilience for its customers. About Valstone Established in 2022 as a spin-out of Valsoft Corporation, Valstone is a global acquirer and developer of mission-critical industrial software and technology businesses. The company focuses on acquiring and building high-quality, durable businesses serving essential end markets, including agriculture, manufacturing, construction, and supply chain and logistics. Valstone partners with management teams to support long-term growth through a decentralized operating model and shared capabilities across go to market, product development, artificial intelligence, and operational best practices. The firm is headquartered in Montreal, Canada. For more information, please visit https://www.valstonecorp.com/. About Viking Global Investors Founded in 1999, Viking is a global investment management firm that manages approximately $57 billion of capital for its investors. The firm has offices in Stamford, New York; Hong Kong; London; and San Francisco, and is registered as an investment adviser with the U.S. Securities and Exchange Commission. SOURCE Valstone Corporation Inc

Yahoo Finance
Mar 30th, 2026
Viking Global Investors makes first institutional minority investment in industrial software firm Valstone

Valstone, a Montreal-based acquirer of mission-critical industrial software businesses, has secured its first institutional minority investment from Viking Global Investors. The strategic partnership will support further acquisitions and expansion of Valstone's AI Labs incubator. Established in 2022 as a spin-out of Valsoft Corporation, Valstone operates software businesses across four core platforms: agriculture, manufacturing, construction, and supply chain and logistics. The company uses a decentralised operating model and long-term ownership approach to modernise platforms and drive growth. CEO Steph Manos said Viking was chosen for its track record and alignment with Valstone's long-term investment philosophy. The investment will help deploy agentic AI solutions across Valstone's portfolio to enhance automation and decision-making for customers. Viking Global Investors manages approximately $57 billion in capital.

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Rallybio Corporation and Candid Therapeutics Announce Merger Agreement

Rallybio Corporation (Nasdaq: RLYB) ("Rallybio") and Candid Therapeutics, Inc. ("Candid"), a global clinical-stage biotechnology company advancing a leading ...

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Jan 9th, 2026
Diagonal Therapeutics Announces Oversubscribed $125 Million Series B Financing to Advance Clinical Development of Disease-Modifying, Clustering Antibody Pipeline | Diagonal Therapeutics

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PEI Group
Nov 20th, 2025
Viking Global wraps up strategic investment in Machine Sciences ​ | PE Hub

This will expand Machine Sciences’ US advanced manufacturing capabilities for space and satellite platform.

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