Independent US IPOs Analyst

Smartkarma Innovations Pte Ltd; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

Smartkarma Innovations Pte Ltd is seeking a senior analyst or analyst to build ongoing research coverage of all US IPOs and direct listings with deal sizes of USD100mn or higher. You will develop data-driven scoring, pre-IPO tearsheets, and post-IPO summaries for institutional clients, delivering high-touch service within six months for select clients.

The role requires extensive research experience, a strong network in US equity markets, and the ability to produce actionable research for

Qualifications

• 5+ years of extensive research or investment experience for institutional clients.
• Demonstrated network within US equity capital markets.
• Proven ability to write research reports for institutional clients.

Responsibilities

• Build ongoing research coverage of US IPOs and direct listings with large deal sizes.
• Develop data-driven scoring and ranking for deals and pre-IPO analyses.
• Provide pre-IPO tearsheets, fundamental research, valuation insights, and post-IPO summaries.

Skills

Investment research

US equity markets

Financial writing

Education

Bachelor's degree in finance/economics

Tools

Excel

Job description

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:

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

Additional Information

All your information will be kept confidential according to EEO guidelines.