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Independent IPO Analyst
Smartkarma. 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 .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive research and investment experience in US equity capital markets, with a strong ability to produce detailed pre-IPO analyses and provide high-touch service to institutional clients.
Highest-signal resume keywords
Research ExperienceInvestment ExperienceUS Equity Capital MarketsPre-IPO AnalysisClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data-Driven MethodologyValuation InsightsFundamental ResearchTearsheets ProductionExcel Modeling
Soft Skills
CommunicationClient Service
Industry Keywords
IPODirect ListingsMarket IntelligencePost-IPO TradingLock-Up Expiry
About the role
Key responsibilities & impact- 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
- Develop a data-driven methodology to score and rank deals
- Produce pre-IPO company tearsheets
- Conduct pre-IPO fundamental research
- Provide pre-IPO valuation and pricing insights
- Prepare post-IPO trading summaries
- Prepare post-IPO lock-up expiry previews
- Within the first six months, offer a high-touch service for select institutional clients
- Provide pre-deal pre-positioning, market intelligence/positioning/book color, management meeting questions, Excel models, and bespoke notes for pre-IPO/cornerstone stake under NDA
- Provide post-deal lock-up expiry trades
- Provide desk access via email/messaging and direct calls
Requirements
What you’ll need- 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
Benefits
Comp & perks- Employees can work remotely