Independent US IPOs Analyst

Smartkarma

$100K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of research or investment experience with institutional clients
  • Strong network and experience in US equity capital markets
  • Proven ability to produce comprehensive research reports

Responsibilities

  • Develop ongoing research coverage of US IPOs and direct listings over $100mn
  • Utilize data-driven methods to score and rank deals
  • Create detailed pre-IPO company tearsheets and fundamental research
  • Deliver insights on pre-IPO valuations and pricing
  • Summarize post-IPO trading activities and lock-up expiry implications
  • Provide high-touch service for select institutional clients
  • Facilitate direct communication and support for clients before and after IPO events

Benefits

  • Dynamic work environment with exposure to high-profile IPOs
  • Opportunities to engage with institutional clients directly
  • Chance to contribute to industry-leading research
  • Access to comprehensive market intelligence tools and insights
  • Collaborative team culture with open lines of communication
Full Job Description
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


Additional Information

Similar Jobs

More Jobs at Smartkarma

More Finance & Insurance Jobs

Find similar Independent US IPOs Analyst jobs: