Independent US IPOs Analyst

Smartkarma

• $125K — $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 high-quality research reports

Responsibilities

  • Develop ongoing research coverage for US IPOs and direct listings over $100mn
  • Implement a data-driven methodology to score and rank deals
  • Create pre-IPO company tearsheets and fundamental research
  • Provide insights on pre-IPO valuation and pricing
  • Summarize post-IPO trading activities and lock-up expiry previews
  • Deliver high-touch service for select institutional clients pre- and post-deal
  • Facilitate direct communication with clients via email and calls

Benefits

  • Access to a collaborative team environment
  • Opportunity to work on high-profile IPOs
  • Engagement with institutional clients
  • Potential for professional growth in equity capital markets
  • Flexible work arrangements
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

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