Independent US IPOs Analyst
Posted 5hrs ago
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Job Description
US IPOs Analyst covering research and valuation for US IPOs and direct listings. Serving institutional asset managers through Smartkarma’s independent investment research platform.
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
- Develop 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
- Create 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/book color, management meeting questions, Excel models, and bespoke notes for pre-IPO/cornerstone stakes
- Provide post-deal lock-up expiry trades
- 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 capable of building 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
- Applications must be submitted on Smartkarma's website
Benefits:
- Remote work option
- Confidential handling of application information according to EEO guidelines
















