Related skills
sql python blockchain digital assets valuation๐ 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
๐ฏ 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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