Senior Investment Analyst

Albert Bow Limited; San Francisco (CA); Remote; USD 170,000 - 230,000; Full time

Job summary

Albert Bow Limited seeks a Senior Investment Analyst to lead the investment process in crypto and DeFi, from idea generation to portfolio management. The role emphasizes fundamental research and independent ownership of investments within a lean, crypto-native team.

You will work closely with senior investors, sourcing ideas, performing on-chain analysis and building valuation frameworks to inform capital allocation decisions. This is a remote-friendly role with strong upside potential.

Qualifications

• Experience in a professional investment environment (hedge fund, asset manager, family office)
• Experience investing across crypto and digital assets
• Strong knowledge of DeFi protocols and liquid tokens with capital allocation experience
• Fundamental investment mindset, not just systematic trading
• Experience taking ideas from due diligence to valuation, sizing and exit
• Understanding of tokenomics, protocol economics and on-chain fundamentals
• Experience using on-chain data and research tools to inform decisions
• Ability to clearly defend an investment thesis under scrutiny
• Existing investment research or written investment work

Responsibilities

• Source and develop new investment ideas across DeFi protocols and liquid tokens
• Conduct deep fundamental, protocol-level and on-chain research
• Analyze tokenomics, governance and protocol economics
• Build investment theses and valuation frameworks
• Produce clear research and investment memos
• Recommend capital allocation and position sizing
• Monitor investments and reassess theses
• Collaborate with founders and protocol teams
• Contribute to portfolio construction and strategy

Job description

Senior Investment Analyst | Crypto/Digital Assets - DeFi | Remote / San Fran | $200K base plus strong upside

We are working with a specialist digital asset investment fund looking to add a Senior Investment Analyst to a lean, highly experienced investment team.

The fund takes a fundamental, longer-term approach to investing across DeFi protocols and liquid digital assets. This is not a quantitative trading, market-making or short-term yield farming role.

They are looking for an investor who combines the discipline of a professional investment environment with genuine crypto-native experience and can independently own investments from initial idea through to portfolio management.

The Role

You will work closely with the fund's senior investment team and take significant ownership across the investment process, including:

• Sourcing and developing new investment ideas across DeFi protocols and liquid tokens.
• Conducting deep fundamental, protocol-level and on-chain research.
• Analysing tokenomics, competitive positioning, governance, value accrual and protocol economics.
• Building investment theses and valuation frameworks.
• Producing clear, investment-grade research and investment memos.
• Making recommendations around capital allocation and position sizing.
• Monitoring existing investments and identifying when a thesis has strengthened, weakened or broken.
• Working directly with founders, protocol teams and other participants across the crypto ecosystem.
• Contributing to broader portfolio construction and investment strategy.

The Profile

The ideal candidate will have a combination of institutional investment discipline and crypto-native investing experience.

They are particularly interested in candidates who have:

• Experience within a professional investment environment such as a hedge fund, asset manager, family office or investment fund.
• Subsequently developed meaningful professional experience investing across crypto and digital assets.
• Strong knowledge of DeFi protocols and liquid tokens, with experience actually deploying or influencing the allocation of capital.
• A genuinely fundamental investment mindset rather than purely systematic, trading or market-making experience.
• Experience taking investments from idea generation and due diligence through to valuation, sizing, monitoring and exit.
• Strong understanding of tokenomics, protocol economics and on-chain fundamentals.
• Experience using on-chain data and research tools to support investment decisions.
• The ability to communicate an investment thesis clearly and defend it under scrutiny.
• An existing body of investment research or written investment work.

Thanks Archie