Associate, Structured Capital chez Viking Global Investors

JOB FUNCTION

This is a unique and entrepreneurial opportunity to join a lean and experienced team which has the support of one of the largest and most successful global investment management firms. The Associate will report directly to a Principal within private investments and will collaborate with the 6-person Viking Structured Capital (VSC) investment team and Viking’s broader public equity and private equity investment teams.  Investments include:

• credit and credit-like solutions (including unitranche, 2^nd lien, mezzanine loans, and non-convertible preferred equity) and
• hybrid investments (instruments combining debt and equity features including convertible notes, convertible preferred equity and other bespoke solutions.).

The Associate will be responsible for supporting the identification, evaluation, and execution of structured capital investment opportunities using our fundamental, research-intensive approach. This role requires a flexible, energetic self-starter with a passion for investing,  who can drive projects forward and translate rigorous, independent fundamental research into clear and actionable outputs. VSC has built a systematic, team-based sourcing engine that generates meaningful proprietary deal flow –the Associate will plug directly into that proven process while developing analytical and relationship-building skills under close mentorship from senior investors.

Key responsibilities include:

• Contributing to VSC's proactive sourcing engine by building relationships with company management teams, intermediaries, and market participants to source proprietary structured capital opportunities as part of a collaborative, team-based approach.
• Executing targeted thematic-driven outreach using VSC's data-driven sourcing playbook, including cold emails, cold calls, and industry conference attendance
• Conducting in-depth, primary research on industry and company fundamentals for relevant due diligence requirements.
• Performing comprehensive credit analysis and risk assessment for structured financings.
• Developing and maintaining sophisticated financial models to support investment decisions.
• Engaging with company management teams, investor relations, sell-side research analysts, buy-side peers, industry contacts, and external professional service providers to gather insights and information.
• Contributing to Viking’s overall research efforts by sharing insights and information across investment teams.
• Participating in strategic decision-making processes.

QUALIFICATIONS

This position requires an independent and motivated individual with 2-4 years or more of investment experience. The ideal candidate will have:

• Demonstrated aptitude for sourcing potential transactions through proactive outreach and relationship building / networking.
• Strong quantitative and analytical skills.
• Excellent critical reading ability.
• Strong communication and interpersonal skills.
• Bachelor’s degree with a record of academic success (required).

The ideal candidate will possess the following traits:

• Entrepreneurial and self-starting: takes a proactive approach to responsibilities, is able to progress workstreams autonomously, and fits in with a team of high-performing, motivated investment professionals.
• Team-oriented: thrives in a collaborative, structured environment with clear team goals, weekly team collaboration, and continuous process improvement
• Passion for research and investing: our team is engaged and excited to pursue differentiated research, supported by the firm’s significant
• Independence of thought: we strive to be unbiased and develop objective, data-centric theses to drive investment
• Strong quantitative and analytical abilities: has the intellectual toolkit to support investment theses with highly differentiated research.
• Commerciality: possesses passion for evaluating the merits of business opportunities and drivers of financial success across a range of industries.
• Presence: demonstrates maturity, good judgment, and efficient communication in all interactions with internal and external constituents.

The base salary range for this position in New York City is $150,000 to $175,000. 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].