
Independent US IPOs Analyst
5 days ago
Smartkarma connects independent investment research analysts to institutional asset managers, such as sovereign wealth funds, hedge funds, pension funds, boutiques and family offices. Smartkarma’s cloud-based platform leverages the latest in technology to provide a network for independent research analysts to curate and monetize research in an innovative and new way.
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
All your information will be kept confidential according to EEO guidelines.
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