Independent US IPOs Analyst

Smartkarma

$100K — $150K *
US-AnywhereRemote in New York, NY
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of research and/or investment experience for institutional clients
  • Established network within US equity capital markets
  • Proven skills in writing and delivering research reports

Responsibilities

  • Build ongoing research coverage of all US IPOs and direct listings
  • Develop a data-driven methodology to score and rank deals
  • Compile pre-IPO company tearsheets and fundamental research
  • Provide pre-IPO valuation and pricing insights
  • Summarize post-IPO trading and preview lock-up expirations
  • Engage with select institutional clients for high-touch services
  • Deliver bespoke notes for pre-IPO stakeholders under NDA

Benefits

  • Access to a collaborative team environment
  • High level of client interaction and engagement
  • Opportunities to enhance modeling and analytical skills
  • Potential for career growth within a niche investment research field
  • Exposure to a variety of market activities related to IPOs and equity offerings
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: