Equity Portfolio Manager -- Blockchain and Digital Assets

Added
12 hours ago
Type
Full time
Salary
Salary not provided

Related skills

sql python blockchain digital assets valuation

๐Ÿ“‹ Description

  • Manage a discretionary equity portfolio with risk controls
  • Conduct bottom-up research on blockchain and digital asset firms
  • Generate high-conviction ideas from deep financial analysis
  • Build investment theses with modeling and valuation (DCF, comps, scenarios)
  • Monitor holdings and market developments to refine positioning
  • Produce investment memos and present recommendations to stakeholders

๐ŸŽฏ Requirements

  • 5+ years as discretionary Portfolio Manager or senior fundamental analyst
  • Deep expertise in equity analysis, valuation, and portfolio construction
  • Strong understanding of blockchain technology and digital asset market structure
  • Independent thinker with a disciplined investment process
  • Ability to articulate complex investment ideas clearly
  • Proficiency in Python or SQL is advantageous
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