Independent US IPOs Analyst

Only applications on Smartkarma's website (https://www.smartkarma.com/home/insight-providers/) will be accepted.

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
• 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.