All roles

Independent US IPOs Analyst

Remote · USA Full-time New today

Job Description

Only applications on Smartkarma's website (https://www.smartkarma.com/home/insight-providers/) will be accepted. Smartkarma is seeking a senior analyst or analyst team to build ongoing research coverage of all US IPOs and direct listings with an expected deal size of [USD100mn or higher, excluding closed-end funds and SPACs]. Research coverage will entail:

  • Data-driven methodology to score and rank deals
  • Pre-IPO company tearsheet
  • Pre-IPO fundamental research
  • Pre-IPO valuation and pricing insights
  • Post-IPO trading summary
  • Post-IPO lock-up expiry preview

Within the first six months, the senior analyst or analyst team will also be expected to offer a high-touch service for select institutional clients covering:

  • Pre-deal:
  • Pre-positioning
  • Market intelligence/positioning/book color
  • Management meeting questions
  • Excel models
  • Bespoke notes for pre-IPO/cornerstone stake (NDA-driven)
  • Post-deal:
  • Lock-up expiry trades
  • Desk access:
  • Access to team via email/messaging
  • Direct calls

Qualifications

  • Extensive research and/or investment experience for institutional clients (5 yrs+)
  • Demonstrated experience and network within US equity capital markets
  • Demonstrated ability to write research

Apply tot his job Apply To this Job

Related roles