Senior Investment Analyst - AI, Tech & Blockchain Convergence

About the role

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

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

Qualifications

• 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

Skills

• Experience in investment banking, private equity, or fundamental public investing
• Strong quantitative skills and ability to build and defend models
• Knowledge of AI and blockchain technologies
• Fluency in Python and SQL
• Experience with on-chain and alternative data

Benefits

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.

Pay

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.

Schedule

This position is eligible for a generous discretionary bonus based on individual and fund performance tied to specific investment objective-related KPIs.