Smartkarma
Smartkarma
Smartkarma is a fintech company in the finance and artificial intelligence sectors, providing an AI-augmented investment intelligence platform for institutional investors, corporate strategists, private wealth intermediaries, asset owners, asset managers, investment banks, and wealth managers. Its platform brings together premium data analytics, investment analyst connections, research reports, sell-side analysis, earnings calls, and market news in one place. Personalized curation and collaboration tools help users navigate complex information and support faster, more informed investment decisions.

Independent US IPO Analyst at Smartkarma (Remote)

Cover US IPOs and direct listings for Smartkarma’s institutional investment research platform. Deliver valuation analysis, trading insights, and tailored intelligence to clients.

Description

  • Maintain coverage of US IPOs and direct listings expected to raise at least USD 100 million, excluding closed-end funds and SPACs.
  • Use data-driven methods to assess and rank prospective deals.
  • Create pre-IPO company tearsheets.
  • Perform fundamental analysis of companies before their IPOs.
  • Deliver pre-IPO valuation and pricing analysis.
  • Write post-IPO trading summaries.
  • Prepare previews of post-IPO lock-up expiries.
  • Provide high-touch support to selected institutional clients during their first six months.
  • Supply pre-deal positioning analysis, market intelligence, positioning context, and book color.
  • Develop management-meeting questions and Excel-based financial models.
  • Write bespoke notes on pre-IPO or cornerstone investments under NDA.
  • Deliver trading insights around post-deal lock-up expiries.
  • Provide desk access through email, messaging, and direct calls.

Requirements

  • At least five years of extensive research or investment experience serving institutional clients.
  • Established experience and professional network in US equity capital markets.
  • Proven ability to write investment research.
  • Capability to work as a senior analyst or as part of an analyst team.
  • Submit applications through Smartkarma’s website.

Benefits

  • Work remotely.
  • Full-time employment.

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