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 IPOs Analyst Remote

Research and value US IPOs and direct listings while serving institutional asset managers through Smartkarma’s independent investment research platform.

Description

  • Maintain coverage of qualifying US IPOs and direct listings with expected deal sizes of at least USD 100 million, excluding closed-end funds and SPACs.
  • Create a data-driven framework for scoring and ranking deals.
  • Prepare pre-IPO company tearsheets.
  • Perform fundamental research on pre-IPO companies.
  • Deliver pre-IPO valuation and pricing analysis.
  • Produce summaries of post-IPO trading activity.
  • Develop previews of post-IPO lock-up expiries.
  • Provide high-touch support to selected institutional clients during their first six months.
  • Deliver pre-deal positioning analysis, market intelligence, book color, management meeting questions, Excel models, and tailored notes for pre-IPO or cornerstone investments.
  • Identify post-deal lock-up expiry trading opportunities.
  • 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.
  • Senior analyst or analyst team experience building ongoing coverage of qualifying US IPOs and direct listings with expected deal sizes of at least USD 100 million, excluding closed-end funds and SPACs.
  • Submit the application through Smartkarma’s website.

Benefits

  • Remote work option.
  • Application information handled confidentially in accordance with EEO guidelines.

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