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