VGE, Investment Assistant

LOCATION: San Francisco, CA (One Maritime Plaza, Suite 1600)

HOURS: 7:00am – 4:30 pm; flexibility required, hybrid in-office schedule 

JOB FUNCTION

The investment assistant will join our San Francisco team, a small group of highly motivated and team- oriented professionals, to provide coverage for up to 4 investment professionals and perform office management duties. This position requires a candidate who is enthusiastic about and excels in a support role. This role reports into the Administrative Manager.  

Responsibilities may include, but are not limited to:

Administrative Support:

·         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 Investment Assistant.

Office Management:

·         Meet and greet guests, assist with on-site meeting logistics.

·         Receive and distribute mail and parcel deliveries, prepare outgoing FedEx shipments. 

·         Help with lunch orders and guide lunch deliveries; provide communications to team members. 

·         Maintain general office, supplies and kitchen area; replenish stock as needed. 

·         Coordinate and liaise with building contractors to schedule office maintenance.

QUALIFICATION

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 San Francisco 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

Viking is an equal opportunity employer.  Questions about your candidacy and requests for reasonable accommodation in the recruitment process should be directed to .