Financial Research Specialist for US IPOs and Direct Listings
3 days ago
Company Overview
Smartkarma Innovations Pte Ltd is a leading cloud-based platform connecting independent investment research analysts to institutional asset managers. Our innovative approach leverages technology to provide a network for independent research analysts to curate and monetize their work.
- With over 4,000 companies covered by our analysts, we offer unparalleled insights into the global market.
- Our platform features active minute-by-minute discussions, where themes and ideas are debated, discussed, and questioned among a community of experts in real-time.
- We have established relationships with over 200 leading institutional asset managers, including sovereign wealth funds, global asset managers, hedge funds, boutiques, and family offices worldwide.
- Notably, our top 10 clients alone have over $14 trillion under management, and we are backed by reputable investors such as Sequoia Capital, Singapore Exchange (SGX), Wavemaker Partners, Jungle Ventures, and Spring Seed.
The estimated annual salary for this position is $120,000 - $180,000, commensurate with experience and qualifications.
Job DescriptionWe are seeking a senior analyst or team to develop ongoing research coverage of all US IPOs and direct listings with an expected deal size of USD 100 million or higher, excluding closed-end funds and SPACs.
This role will entail:
- Developing a data-driven methodology to score and rank deals
- Creating pre-IPO company tearsheets
- Providing pre-IPO valuation and pricing insights
- Compiling post-IPO trading summaries
- Offering post-IPO lock-up expiry previews
In addition, within the first six months, the successful candidate will be expected to provide a high-touch service for select institutional clients covering:
- Pre-deal services:
- Pre-positioning
- Market intelligence/positioning/book color
- Management meeting questions
- Excel models
- Bespoke notes for pre-IPO/cornerstone stake (NDA-driven)
- Post-deal services:
- Lock-up expiry trades
- Desk access:
- Access to the team via email/messaging
- Direct calls
- A minimum of 5 years' experience in research and/or investment for institutional clients
- Demonstrated expertise and network within the US equity capital markets
- Demonstrated ability to produce high-quality research
All personal information will be kept confidential according to EEO guidelines.
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