Independent US IPOs Analyst

Smartkarma • New York, NY

100d

About The Position

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

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

Responsibilities

• 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
• Pre-positioning
• Market intelligence/positioning/book color
• Management meeting questions
• Excel models
• Bespoke notes for pre-IPO/cornerstone stake (NDA-driven)
• Lock-up expiry trades
• Access to team via email/messaging
• Direct calls

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees