Independent US 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 .

Posted 10/2/2026full-timeRemote • United States, United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core 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. Capable of applying data-driven methodologies to evaluate and rank IPO deals effectively.

Highest-signal resume keywords

Extensive Research ExperienceInvestment Experience for Institutional ClientsUS Equity Capital Markets KnowledgeAbility to Write ResearchSenior Analyst Capability

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Pre-IPO Fundamental ResearchValuation and Pricing InsightsPost-IPO Trading SummariesExcel ModelingData-Driven Methodology

Soft Skills

High-Touch Client ServiceCommunication Skills

Tools & Technologies

Smartkarma

Industry Keywords

US IPOsDirect ListingsInstitutional ClientsMarket IntelligenceLock-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
Apply 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
Offer high-touch service for select institutional clients within the first six months
Provide pre-deal pre-positioning, market intelligence, positioning and book color
Prepare management meeting questions and Excel models
Produce bespoke notes for pre-IPO or cornerstone stakes under NDA
Provide post-deal lock-up expiry trade insights
Provide desk access through 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
Senior analyst or analyst team capability
Applications must be submitted on Smartkarma's website

Benefits

Comp & perks

Remote work available
Full-time employment