Senior Equity Analyst / Junior Portfolio Manager

At Sidekick we're looking for a Senior Equity Analyst / Junior Portfolio Manager to join our team.

About Sidekick

Sidekick is a next-generation investment platform designed for the under-served aspirational Mass Affluent customer. We’re on a mission to democratise the wealth-building products and opportunities currently available only to the ultra wealthy. We are designing innovative investment products for a retail customer, starting with actively managed public equities, alternative assets, and a portfolio line of credit.

We’re a small group of entrepreneurs, investors, and technologists, with experience building, scaling, and exiting several successful fintech businesses. We’re looking for early team members who want to fundamentally change the industry and join at the very start of this exciting journey. We've raised £8m of funding, but are still early in our journey and are looking for innovators who are keen to join at this critical stage.

About the job

As Senior Equity Analyst / Junior Portfolio Manager, you will be involved in all aspects of managing an active equity portfolio. You will undertake fundamental research on companies to make insightful investment recommendations which contribute to relative outperformance over rolling 3-year periods. You will be working closely with our Senior Portfolio Manager on individual investment strategies, from idea generation through to portfolio construction, asset allocation, and ongoing monitoring.

The role provides a unique opportunity to build and contribute to an investment product within a technology start-up environment. You will be one of the first key hires within the investment team and will have the opportunity to shape the environment, culture, and processes to deliver genuinely innovative investment solutions.

Responsibilities

• Ensuring up to date knowledge of relevant areas to contribute to long-term investment performance.
• Independently identify suitable investment opportunities.
• Conduct differentiated bottom-up analysis of industries, business models, new technologies and companies.
• Perform detailed valuation and financial modelling for prospective and existing portfolio holdings.
• Write high quality investment research reports for use both internally and externally.
• External representation of Sidekick within the industry and directly with customers. Expect to be up-front-and-centre in customer communication, portfolio updates and general media engagement. We want to engage differently and more directly with our customers and need someone that embraces this.
• SM&CR – Meet all FCA requirements around Fitness & Propriety.

About you

• 5-10 years’ experience in equity research at a reputable investment firm (preferably buy-side).
• US equity research focus desirable.
• Professional Qualification - CFA.
• Expertise in financial analysis / modelling, including proficiency in quantitative analysis tools / techniques.
• Experience using Bloomberg for research and financial modelling.
• An exceptional academic background in a relevant subject.
• A strong understanding of risk factors (macro-economic, industry, style) that drive returns.
• A strong work ethic. Someone who can contribute to a culture of excellence whilst also being hands-on and willing to get stuck in.
• Excited about working collaboratively as part of an inter-disciplinary, technology startup. Wants to disrupt the industry and do things differently.
• Strong communication skills, with an interest in and ability to articulate and deliver investment analysis and updates via modern media formats.
• High levels of integrity and a commitment to establishing and maintaining the highest ethical and professional standards.

This role will require ongoing certification under the UK Senior Manager & Certification Regime.

What we offer

• A unique startup investment management experience, building a company and products from the ground up.
• The opportunity to help build wealth for hundreds of thousands of people in the UK and eventually beyond.
• Work with a passionate and driven team from a diverse range of backgrounds.
• Competitive startup compensation package including an equity component.
• London office location with opportunity for hybrid working.

Sidekick is an equal opportunities employer. We are committed to creating an inclusive environment for all employees and support a hybrid working policy.

Apply for the job

Do you want to join our team as our new Senior Equity Research Analyst? Then we'd love to hear about you!