Independent US IPOs 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 • New York • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive research and investment experience in US equity capital markets, with a focus on IPOs and direct listings. Capable of producing detailed pre-IPO analyses, valuation insights, and post-deal summaries for institutional clients.

Highest-signal resume keywords

Extensive Research ExperienceUS Equity Capital Markets ExpertisePre-IPO Fundamental ResearchValuation and Pricing InsightsClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Research Methodology DevelopmentPre-IPO Company Tearsheets ProductionPost-IPO Trading SummariesExcel ModelingMarket Intelligence Analysis

Soft Skills

Communication SkillsClient Service Orientation

Industry Keywords

IPODirect ListingsInstitutional ClientsEquity Capital MarketsLock-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
Create 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/book color, management meeting questions, Excel models, and bespoke notes for pre-IPO/cornerstone stakes
Provide post-deal lock-up expiry trades
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 capable of building 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
Applications must be submitted on Smartkarma's website

Benefits

Comp & perks

Remote work option
Confidential handling of application information according to EEO guidelines