Equity Research & Private Placements Analyst

Trading Interview; Pennsylvania; On-site; USD 90,000 - 150,000; Full time

Job summary

Heights Capital Management is seeking an analyst to identify investment opportunities in US-listed companies and build the diligence needed for investment managers to outline risks for prospective transactions. You will work directly with investment managers from deal inception to pricing in a small, fast-moving desk.

You will conduct financial modeling, assess management track records, and analyze regulatory and clinical factors for healthcare names.

Qualifications

• 2 to 5 years in equity research, investment banking (ECM), a buy-side analyst seat, or transaction advisory.
• Strong accounting and modeling skills, and fluency reading SEC filings in detail.
• Working knowledge of how PIPEs, registered directs, ATMs and warrant transactions function. Direct deal experience is a plus.
• Comfort operating on deal timelines, where a decision can be needed within a day.
• High integrity and discipline around material non-public information and wall-cross restrictions.
• Excel and Bloomberg proficiency. SQL or Python is a plus, as is an interest in automating repetitive parts of the process.
• Visa Sponsorship for work authorization is not available for this position now or in the future.

Responsibilities

• Identify potential investments by screening US-listed companies for capital needs and upcoming catalysts.
• Prepare due diligence including building and updating financial models and investment memos with sources and figures.
• Support portfolio monitoring, track catalysts, filings, and cash positions, and maintain relationships with management and IR teams.
• Join management and banker calls, track open questions, and coordinate with legal/compliance on wall-cross and restricted-list status.

Skills

Financial modeling

SEC filing analysis

Excel proficiency

Bloomberg terminals

SQL or Python

Deal timeline awareness

Education

CFA progress or completion

Tools

Excel

Bloomberg

SQL

Python

Job description

Heights Capital Management is seeking an analyst to identify investment opportunities in US-listed companies and build the diligence needed for investment managers to outline risks for prospective transactions. You will work directly with investment managers from deal inception to pricing in a small, fast-moving desk.

You will conduct financial modeling, assess management track records, and analyze regulatory and clinical factors for healthcare names.