THE ROLE:
As a venture firm that also operates a yield strategy - out of which we are one of the few institutional liquidity providers and solvers to top protocols - we believe we have a natural advantage in sourcing and selecting DeFi investments. It is a key pillar of our strategy, and, as our DeFi focussed analyst, you will play a significant part in growing this advantage.
You will join a tight and collaborative investment team. You will develop an in-depth understanding of the key verticals and technologies shaping DeFi, with an eye to identifying value in the market, and high-growth investment opportunities. You will continually hone your analytical skills on the job, and create detailed investment memos. You will be expected to develop a network that you can leverage to reach and vet talented founders, and generate deal flow.
KEY RESPONSIBILITIES:
Deal Analysis
- Conduct thorough analysis of DeFi protocols, tokenomics, and market dynamics, in order to develop conviction on growing segments and attractive technologies or products
- Create detailed investment memos and financial models for potential investments
- Monitor market trends and identify emerging opportunities in the DeFi space
Deal Sourcing
- Proactively generate deal flow within the DeFi investment strategy, across both venture and liquid investments.
- Build and maintain relationships with founders and operators in the DeFi ecosystem that you hone to keep growing your network web - ideally resulting in valuable deal flow
- Screen incoming investment opportunities
- Support deal flow management and pipeline tracking
- Attend relevant industry events and network with founders
Portfolio Management
- Monitor portfolio company performance and token metrics
- Prepare regular portfolio updates and performance reports
- Support portfolio companies with strategic initiatives and research
- Track competitive landscape and market developments
Research & Thought Leadership
- Identify trends and segments to continuously refine our view on where there is (underpriced) value in the market and investment strategy
- Write blog posts and knowledge nuggets (through medium and twitter)
- Represent the firm at industry events and conferences
HOW DO WE PICTURE YOU:
- Bachelor’s degree or higher
- Deep understanding of and passion for DeFi protocols, market structure and crypto markets
- Previous experience at a crypto investment fund - in an investing or trading capacity- is highly preferred.
- Didn’t work at a fund, but operated - say, in a product or technical function - at a DeFi project? We can see the fit!
- Track record of successful DeFi investments
- Excellent research and communication skills
- Data oriented, with a proven ability to interpret and synthesize data, and make recommendations to drive business / investment decisions
- Self-starter mentality with ability to work independently