Note: The job is a remote job and is open to candidates in USA. Smartkarma is a company that connects independent investment research analysts to institutional asset managers. They are 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, focusing on data-driven methodologies and high-touch services for institutional clients.

Responsibilities

• 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
• Pre-positioning
• Market intelligence/positioning/book color
• Management meeting questions
• Excel models
• Bespoke notes for pre-IPO/cornerstone stake (NDA-driven)
• Lock-up expiry trades
• Access to team via email/messaging
• Direct calls

Skills

• 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

Company Overview