About Dragonfly
Dragonfly is a global, crypto-native investment firm. We’re a team of seasoned VCs and technologists investing in generational companies and protocols, with deep roots in Silicon Valley and Asia. Our team is highly technical and has published some of the most widely read research on DeFi and protocol security. Our AUM is over $2B, and we’re one of the fastest-growing firms in the crypto industry.
Overview
You'll be joining a small team and working directly with our Managing Partners, portfolio companies, and investors. These include several of the biggest crypto companies and token projects, world-renowned PE and VC investors, and founders of large public tech and finance companies.
The primary responsibility of the Liquid Portfolio Analyst will be to execute on and manage all trading workflows, actively monitor the liquid crypto asset portfolio, and conduct research and analysis to inform recommendations regarding both current and proposed liquid crypto asset investments. The successful candidate will be responsible for conducting thorough due diligence, analyzing market trends and events, and assessing the potential risks and returns of potential investments.
You should be insanely passionate about crypto, comfortable with flexible and entrepreneurial work environments, and looking to rapidly accelerate your career in crypto and investing.
Functional Responsibilities
- Execute trades on behalf of the firm and in accordance with its strategies.
- Work closely with the operations and finance teams to manage all trading workflows, including reconciliation and post trade settlement.
- Monitor the firm’s portfolio, including regular review and analysis of the appropriate blockchain and market data, protocol updates and developments, regulatory changes, and macro events to inform risk management and liquidity strategies.
- Conduct in-depth analysis and research on liquid cryptocurrencies and digital assets to help inform potential new fundamental investment opportunities.
- Build models and projections to forecast potential risks and returns of current and potential investments.
- Cultivate and deepen relationships with trading partners, desks, protocol teams and peer investors to improve information-gathering coverage ability to better inform management of current and potential investments.
Requirements
- 2+ years of experience in trading and investment analysis, specifically in liquid cryptocurrencies and digital assets.
- Detailed understanding of the pre and post trade lifecycle.
- Strong analytical and quantitative skills, with experience building models and analyzing data.
- Knowledge of the cryptocurrency and digital asset markets, including blockchain technology and related investment products.
- Ability to work autonomously and take initiative in identifying and analyzing potential investment opportunities.
- Experience with investment software and analytics tools such as Dune Analytics, Token Terminal, Nansen, L2Beat, Artemis.xyz and DeFiLlama.
- Bachelor's degree in finance, economics, computer science, or a related field.
Benefits
- Highly competitive salary and carry (commensurate to experience)
- Ability to personally invest fee-free in our venture and/or liquid funds
- Medical, dental, vision, and life insurance
- Annual benefit for for cell phone
- Unlimited vacation: Take time when you need it (and we really mean it)
- Biannual in-person team meet-ups around the globe