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 data-driven methodology to score and rank deals
Produce Pre-IPO company tearsheet
Conduct Pre-IPO fundamental research
Provide Pre-IPO valuation and pricing insights
Produce Post-IPO trading summary
Prepare Post-IPO lock-up expiry preview
Within first six months offer high-touch service for select institutional clients including pre-deal pre-positioning, market intelligence/positioning/book color, management meeting questions, Excel models, bespoke NDA-driven notes for pre-IPO/cornerstone stakes, post-deal lock-up expiry trades, and desk access via email/messaging and direct calls
Requirements
Extensive research and/or investment experience for institutional clients (5 yrs+)
Demonstrated experience and network within US equity capital markets