Independent US IPOs Analyst

Smartkarma; City Of London; Remote; GBP 70,000 - 90,000; Full time

Job summary

A financial research firm in the UK is seeking a senior analyst to cover all US IPOs with a focus on extensive research and client engagement. Candidates must have at least 5 years of experience in research or investment for institutional clients and a solid understanding of US equity capital markets. This full-time position allows for remote work, offering a dynamic role in providing market insights and managing client communications.

Qualifications

• 5+ years of extensive research and/or investment experience for institutional clients.
• Demonstrated experience and network in US equity capital markets.
• Ability to write comprehensive research.

Responsibilities

• Build ongoing research coverage of US IPOs and direct listings.
• Provide a high-touch service for select institutional clients prior to and following deals.
• Deliver market intelligence and bespoke notes for pre-IPO opportunities.

Skills

Research experience

Investment experience

Writing research

US equity capital markets knowledge

Job description

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.

Remote Work: Yes

Employment Type: Full-time