Independent US IPO Analyst

Posted 5hrs ago

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Job Description

US IPOs Analyst covering IPOs and direct listings for Smartkarma’s institutional investment research platform. Delivering valuation research, trading insights, and high-touch client intelligence.

Responsibilities:

  • 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
  • Apply a data-driven methodology to score and rank deals
  • Produce pre-IPO company tearsheets
  • Conduct pre-IPO fundamental research
  • Provide pre-IPO valuation and pricing insights
  • Prepare post-IPO trading summaries
  • Prepare post-IPO lock-up expiry previews
  • Offer high-touch service for select institutional clients within the first six months
  • Provide pre-deal pre-positioning, market intelligence, positioning and book color
  • Prepare management meeting questions and Excel models
  • Produce bespoke notes for pre-IPO or cornerstone stakes under NDA
  • Provide post-deal lock-up expiry trade insights
  • Provide desk access through email, messaging, and direct calls

Requirements:

  • 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
  • Senior analyst or analyst team capability
  • Applications must be submitted on Smartkarma's website

Benefits:

  • Remote work available
  • Full-time employment