Smartkarma

Cloud-based investment research network platform

US IPO Analyst

Equity & Credit ResearchConfirmed live in the last 24 hours

Full-timeNew York, NY, USANo salary listedRemote

About the Job

Requirements

Extensive research and/or investment experience for institutional clients, with at least five years of experience.
Demonstrated experience and network within United States equity capital markets.
Demonstrated ability to write research.

Responsibilities

Build ongoing research coverage of all United States initial public offerings and direct listings with an expected deal size of USD 100 million or higher, excluding closed-end funds and special purpose acquisition companies.
Use a data-driven methodology to score and rank deals.
Produce pre-initial public offering company tearsheets.
Conduct pre-initial public offering fundamental research.
Provide pre-initial public offering valuation and pricing insights.
Prepare post-initial public offering trading summaries.
Prepare post-initial public offering lock-up expiry previews.
Provide pre-deal services including pre-positioning, market intelligence and positioning or book color, management meeting questions, Excel models, and bespoke notes for pre-initial public offering or cornerstone stakes under nondisclosure agreements.
Provide post-deal lock-up expiry trade analysis.
Provide desk access through email or messaging and direct calls for select institutional clients.

Job Description

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

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.

About the Company

Smartkarma

Cloud-based investment research network platform

Smartkarma operates a global investment research network that connects institutional investors, independent analysts, and corporate clients through a cloud-based platform. Users subscribe to tiered access that aggregates research from multiple providers, with optional analyst access and data analytics, delivering personalized research streams within existing workflows. It stands apart by offering an unbundled, scalable research model that emphasizes workflow integration and customization across a single ecosystem, rather than relying on bundled research from individual banks. Its goal is to democratize access to investment research and improve the relevance and efficiency of insights for institutions.

Company size: 51-200
Company stage: Series B
Total funding: $21M
Headquarters: Singapore, Singapore
Founded: 2014

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