Capital Markets - Research Associate

LionTree; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

LionTree is seeking an analyst to join the Public & Capital Markets division, focusing on thematic research, institutional investor coverage, and IPO advisory. The role involves preparing weekly TMT-themed reports for top clients and supporting monthly/quarterly content across product areas, with strong emphasis on research quality and timely delivery.

The candidate should have a bachelor’s degree and 2+ years in Sell-Side/Buy-Side equity research, financial journalism, or a corporate role in

Qualifications

• Must enjoy writing and researching with clear, concise written and oral communication skills.
• Ability to distill large amounts of information succinctly and cut through noise.
• High level of attention to detail and ability to meet deadlines (Friday publication).
• Entrepreneurial, self-starter with strong work ethic.
• Knowledge of accounting principles and the public markets; able to work across teams.

Responsibilities

• Assist in preparing a weekly TMT thematic report for top clients (public and private company executives, private equity and VC investors, large institutional investors).
• Assist in monthly and quarterly thematic content creation and distribution.
• Stay on top of key industry trends and support company/sector discussions and bus tours with institutional investor clients.
• Help maintain processes, systems, and databases; support IPO advisory efforts.
• Interact with clients, internal teams, and senior management; collaborate across banking advisory and merchant banking teams.

Skills

Written communication

Oral communication

Attention to detail

Deadline driven

Entrepreneurial spirit

Public markets knowledge

Education

Bachelor's degree

Tools

FactSet

Bloomberg

Excel

Job description

About LionTree

LionTree is a differentiated global investment and merchant banking firm, with a focus on media, technology and telecommunications. Formed in 2012, LionTree combines an entrepreneurial approach with deep sector expertise to identify and execute on the best solutions across geographies, transaction types and client initiatives. A trusted strategic partner, we leverage unique insights and relationships to connect clients with the tailored ideas, opportunities and resources that drive results. We have three business segments at the firm – Advisory, Public & Capital Markets, and Asset Management. With offices in New York, San Francisco, and London, LionTree serves clients across the globe.

Job Summary

We are seeking an individual to join our Public & Capital Markets division, which has a multifaceted mandate across thematic research/insights, institutional investor coverage, and IPO advisory.

Duties and Responsibilities

• Assisting in the preparation of a weekly TMT thematic report which is distributed to the firm’s top clients (public and private company executives, private equity and venture capital investors, and large institutional investors)
• Assist in other monthly and quarterly thematic content that we create and distribute
• Stay on top of key industry and sector trends
• Another primary responsibility is to help plan, support, and execute our company and sector discussions and bus tours with our institutional investor clients
• Help maintain our processes, systems, and databases
• Support our IPO advisory efforts
• Interact and engage with clients, internal constituents, and senior management teams
• Participate in cross-product collaboration with banking advisory and merchant banking teams

Requirements

• Must enjoy writing and researching and must also have strong, clear and concise written and oral communication skills
• Must have the ability to distill large amounts of information succinctly and be able to cut through the noise
• Must have a high level of attention to detail
• Must be able to meet deadlines (we publish on Friday nights)
• Must have entrepreneurial, a self-starter, and have a strong work ethic
• Must have a level of knowledge and understanding of accounting principles and the public markets
• Must have the ability to work effectively in a small team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

Experience & Qualifications

• Must have a minimum of a bachelor's degree in a related field
• 2+ years of Sell-Side / Buy-Side Equity Research, financial journalism, or corporate role in the TMT sector
• Advanced Microsoft Excel skills, including high level of proficiency in modeling
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
• General technology skills
• Not required but a plus: Buyside relationships with TMT investors & experience with investing
• Experience using FactSet and Bloomberg, and other data aggregation programs