Full-Time

Investor Services Assistant

Confirmed live in the last 24 hours

Viking Global

Viking Global

51-200 employees

Compensation Overview

$85k - $135kAnnually

+ Bonus + Medical Coverage + Dental Coverage

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.
  • 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
Desired Qualifications
  • Support experience within a team environment preferred. Willing to roll up sleeves to ensure the team’s success

Company Size

51-200

Company Stage

N/A

Total Funding

$16.8B

Headquarters

Greenwich, Connecticut

Founded

1999

Simplify Jobs

Simplify's Take

What believers are saying

  • Viking's investment in Valsoft highlights growth potential in vertical market software.
  • Their funding in Magenta Medical supports accelerated market entry for innovative heart pumps.
  • Collaboration with AbCellera leverages expertise in antibody drug discovery and development.

What critics are saying

  • Increased competition in heart pumps may impact Magenta Medical's market position.
  • Biotech sector's competitive landscape could challenge new antibody drug programs' success.
  • Multiple funding rounds expose Viking to financial risks if companies underperform.

What makes Viking Global unique

  • Viking Global Investors focuses on vertical market software, a growing and consolidating sector.
  • They invest in innovative medical devices with FDA Breakthrough Device Designation potential.
  • Their collaboration with AbCellera targets early-stage biotech investments in immunology.

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Benefits

Health Insurance

Dental Insurance

Performance Bonus

Meal Benefits

Hybrid Work Options

Company News

Yahoo Finance
Dec 26th, 2024
Valsoft Corporation Secures $150M to Further Accelerate Growth in Vertical Market Software Sector

New equity funding from Portage Capital Solutions, Viking Global Investors, and PROPELR Growth underscores Valsoft's leadership and growth potential MONTRÉAL, QC / ACCESSWIRE / December 26, 2024 /Valsoft Corporation Inc. ("Valsoft"), a Canadian company ...

Business Wire
Nov 15th, 2024
Metsera Secures $215 Million Series B Financing to Further Accelerate Portfolio

Metsera, Inc., a clinical-stage biopharmaceutical company accelerating the next generation of medicines for obesity and metabolic diseases, today anno

The Healthcare Technology Report
Aug 19th, 2024
Magenta Medical Raises $105M for Heart Pump

Magenta Medical has secured $105 million in a financing round led by Novo Holdings, with participation from Viking Global Investors, RA Capital Management, and existing investors like OrbiMed and New Enterprise Associates. The funds will support US clinical programs and FDA approval pursuits for the Elevate heart pump, designed for high-risk percutaneous coronary interventions. The Elevate System, noted for its small size and high power, has received Breakthrough Device Designation from the FDA.

The Wall Street Journal
Jul 24th, 2024
Exclusive | Heart-Pump Developer Magenta Medical Raises $105 Million

Israeli startup aims to compete with U.S. heart-pump pioneer Abiomed, now owned by Johnson & Johnson. But analysts say the market has lots of room to grow.

VC News Daily
Jul 19th, 2024
Antheia Secures $17M in New Funding

Antheia announced $17 million in new funding through a government project agreement with the Biopharmaceutical Manufacturing Preparedness Consortium (BioMaP-Consortium) and matching support from new strategic investors. The funding includes a non-dilutive two-year project agreement up to $11 million from BioMaP and additional investment from In-Q-Tel, Inc. (IQT), Echo Investment Capital (Echo), and existing investors like Viking Global Investors.