Equity Research Analyst, Private Placements
Core
Identify companies likely to raise capital via private placements (PIPEs, registered directs, etc.), build diligence for investment managers, and monitor portfolio companies.
Role type
Buy-side equity research analyst (private placements)
Builds
Investment memos, financial models, candidate trackers, and portfolio reviews
Domain
US public markets, private capital markets, healthcare (clinical/regulatory)
Required skills
Equity research, financial modeling, SEC filings analysis, accounting, deal structuring (PIPEs, warrants, convertibles), Excel, Bloomberg
Preferred skills
CFA, SQL, Python, options/warrants valuation
Responsibilities
Screen US-listed companies for capital needs, build financial models for prospective transactions, write investment memos, monitor portfolio positions and catalysts, coordinate with legal/compliance on wall-cross restrictions
Seniority
Mid-level (2-5 years experience)