Independent US IPOs Analyst

Posted 2 Days Ago
Be an Early Applicant
Hiring Remotely in Toronto, ON
Remote
Senior level
Marketing Tech
The Role
The role involves building ongoing research coverage of US IPOs and direct listings, utilizing a data-driven methodology for scoring deals, conducting fundamental research, and offering insights on pre-IPO and post-IPO trading. Analysts are also expected to provide high-touch services to institutional clients, including market intelligence and bespoke notes.
Summary Generated by Built In

Company Description

Smartkarma connects independent investment research analysts to institutional asset managers, such as sovereign wealth funds, hedge funds, pension funds, boutiques and family offices. Smartkarma’s cloud-based platform leverages the latest in technology to provide a network for independent research analysts to curate and monetize research in an innovative and new way. 

  • Independent analysts covering more than 4,000 companies now contribute to Smartkarma’s cloud-based platform.
  • Insights are published daily with active minute-by-minute discussions, where themes and ideas are debated, discussed and questioned among a community of experts, in real time.
  • Over 200 leading institutional asset managers have subscribed, including sovereign wealth funds, global asset managers, hedge funds, boutiques and family offices, worldwide.
  • Our top 10 clients alone have over $14 trillion under management. Our investors include Sequoia Capital, Singapore Exchange (SGX), Wavemaker Partners, Jungle Ventures and Spring Seed.

Job Description

Smartkarma is seeking a senior analyst or analyst team to 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].

Research coverage will entail: 

  • Data-driven methodology to score and rank deals
  • Pre-IPO company tearsheet 
  • Pre-IPO fundamental research
  • Pre-IPO valuation and pricing insights
  • Post-IPO trading summary
  • Post-IPO lock-up expiry preview 

Within the first six months, the senior analyst or analyst team will also be expected to offer a high-touch service for select institutional clients covering:

  • Pre-deal: 
    • Pre-positioning
    • Market intelligence/positioning/book color
    • Management meeting questions
    • Excel models
    • Bespoke notes for pre-IPO/cornerstone stake (NDA-driven) 
  • Post-deal: 
    • Lock-up expiry trades
  • Desk access: 
    • Access to team via email/messaging
    • Direct calls

Qualifications

  • 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

Additional Information

All your information will be kept confidential according to EEO guidelines.

The Company
74 Employees
On-site Workplace
Year Founded: 2013

What We Do

Smartkarma unites the fragmented research industry, empowering world's leading investors and research analysts to collectively achieve their full potential. We offer a curated collection of top investment research for Investors, independent Insight Providers, and Corporates – all within a single subscription.

Discovering great investment insights has never been more challenging. With an increasingly fragmented marketplace lacking transparency and independence makes it difficult for investors to discover reliable and credible ideas and insight. That’s where our innovative network comes in. We connect you with high quality and timely insights that are unconflicted and driven by your needs.

Through Smartkarma’s network of independent investment research, we facilitate real time discussion and debate between analysts, enabling unique idea and context creation. Integrated analytical tools provide additional detail aiding information, discovery and decision making unlocking the value of independent insight.

Learn more about how we are reinventing research here: www.smartkarma.com/home

Access to materials derived from content published by Insight Providers on our platform is subject to the Terms of Use.

DISCLAIMER: https://on.skr.ma/disclaimer

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