Full-Time

Investor Services Assistant

Posted on 11/20/2024

Viking Global

Viking Global

51-200 employees

Fintech
Financial Services

Compensation Overview

$85k - $135kAnnually

+ Bonus

Entry, Junior

New York, NY, USA

Hybrid schedule with one work from home day per week.

Category
Asset Management
Investment Banking
Private Equity
Risk Management
Finance & Banking
Required Skills
Word/Pages/Docs
Customer Service
Excel/Numbers/Sheets
Requirements
  • 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
Responsibilities
  • 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
  • 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

Company Stage

N/A

Total Funding

$16.7B

Headquarters

Greenwich, Connecticut

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Viking's strategic investments in innovative companies like Magenta Medical and Diagonal Therapeutics offer employees exposure to groundbreaking technologies and potential high returns.
  • Their diverse portfolio, including environmental and biopharmaceutical sectors, provides a dynamic work environment with opportunities for cross-industry learning and growth.
  • Viking's partnerships with leading firms like AbCellera enhance its reputation and provide employees with valuable networking opportunities.

What critics are saying

  • The broad investment strategy may lead to overextension, potentially diluting focus and resources across too many sectors.
  • High-risk investments in early-stage biotech companies could result in significant financial losses if the ventures do not succeed.

What makes Viking Global unique

  • Viking Global Investors stands out by actively participating in diverse sectors, from biotechnology to environmental technology, showcasing a broad investment strategy.
  • Their involvement in high-profile funding rounds, such as Magenta Medical's $105M and Diagonal Therapeutics' $128M, highlights their commitment to cutting-edge medical innovations.
  • Viking's collaboration with AbCellera and ArrowMark Partners to create new biotech companies demonstrates a proactive approach to early-stage company creation and development.

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