Senior Investment Analyst - AI, Tech & Blockchain Convergence

About Us

We run a concentrated, thesis-driven fund investing at the convergence of AI, technology, and blockchains. We're wrapper-agnostic with exposure spanning equities, convertible bonds, and tokens.

The Role

We're hiring an analyst who underwrites like a private equity investor and builds as an engineer.

How We Invest

• Like PE, in public markets. Every position is a full ownership case — TAM, moat, unit economics, multi-year growth/margin bridges, FCF-based valuation. Concentrated bets, multi-year horizons.
• We buy mispriced optionality. The best setups hide inside companies the market prices as one thing while they quietly gain exposure to AI and blockchain rails — autonomy, agentic commerce, stablecoin settlement, tokenization. We find that embedded optionality and try to quantify it.
• Agnostic on wrapper, rigorous on instrument. The best expression of a thesis might be equity, a convertible, or a token. You move across the capital structure without losing discipline.

Responsibilities

• Own deep fundamental research on single names across tech, internet, semis, payments/fintech, and blockchain-linked companies
• Build the full underwrite: operating models, scenario analysis, and valuation you can defend
• Turn convergence catalysts into explicit model inputs, not narrative
• Build and maintain the team's AI research stack — agents, data pipelines, automated monitoring
• Engage management teams, founders, other fund managers and developers across both ecosystems

Requirements

• 4-8 years across investment banking (M&A) and private equity, growth equity, or fundamental public investing at a top firm
• Owner's mindset: you've built models from unit economics up and defended them
• Genuine conviction at the AI × blockchain intersection
• BS/BA in finance, economics, or business; strong quantitative foundation
• Ability to work in office a minimum of 4 days a week

The AI-Native Edge

• LLMs are infrastructure in your workflow, not a search box
• You've built with frontier-model APIs; agents, tool/MCP integrations, retrieval pipelines, coding-assistant projects
• Working Python and SQL; fluency with on-chain and alternative data
• You know where models fail and verify accordingly
• What you've shipped matters more than any certification

Compensation

If this position will be performed in whole or in part in New York City, the base salary range is $150,000-$200,000. Individual salaries may vary based on factors including, but not limited to, skills, experience, job-related knowledge, and location. In addition to base salary, this position is eligible for a generous discretionary bonus based on individual and fund performance tied to specific investment objective-related KPIs. The compensation package also includes benefits and other forms of compensation, where applicable.