Role OverviewThe role involves mapping suppliers, customers, competitors, distributors, substitutes, and geographic exposure from EDGAR filings, footnotes, exhibits, transcripts, and industry data. The analyst will identify related companies ahead of an event and separate direct exposure from weak thematic correlation. They will also estimate direction, magnitude, horizon, and confidence, and name the revenue, margin, earnings, or valuation mechanism behind each.
What You Will Do
Map suppliers, customers, competitors, distributors, substitutes, and geographic exposure from EDGAR filings, footnotes, exhibits, transcripts, and industry data. Identify related companies ahead of an event and separate direct exposure from weak thematic correlation. Estimate direction, magnitude, horizon, and confidence, and name the revenue, margin, earnings, or valuation mechanism behind each.
Why It Might Be a Fit
The ideal candidate will have a senior sector PM, lead equity analyst, or event-driven investor with deep knowledge of a specific industry. They will have hands-on experience mapping a company's economic network from primary filings, not from screens or third-party tags. The candidate will also have 8+ years of direct experience, or unusually strong evidence of equivalent performance.
Requirements
- A senior sector PM, lead equity analyst, or event-driven investor with deep knowledge of a specific industry.
- Hands-on experience mapping a company's economic network from primary filings, not from screens or third-party tags.
- 8+ years of direct experience, or unusually strong evidence of equivalent performance.
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