Summary: We run a concentrated, thesis-driven fund investing at the convergence of AI, technology, and blockchains. We're wrapper-agnostic with exposure spanning equities, convertible bonds, and tokens. We're hiring an analyst who underwrites like a private equity investor and builds as an engineer.
How we invest:
- Like PE, in public markets.Every position is a full ownership case — TAM, moat, unit economics, multi-year growth/margin bridges, FCF-based valuation. Concentrated bets, multi-year horizons.
- We buy mispriced optionality.The best setups hide inside companies the market prices as one thing while they quietly gain exposure to AI and blockchain rails — autonomy, agentic commerce, stablecoin settlement, tokenization. We find that embedded optionality and try to quantify it.
- Agnostic on wrapper, rigorous on instrument.The best expression of a thesis might be equity, a convertible, or a token. You move across the capital structure without losing discipline.
Essential Duties and Responsibilities:
Includes the following, other duties may be assigned as needed:
- Own deep fundamental research on single names across tech, internet, semis, payments/fintech, and blockchain-linked companies
- Build the full underwrite: operating models, scenario analysis, and valuation you can defend
- Turn convergence catalysts into explicit model inputs, not narrative
- Build and maintain the team's AI research stack — agents, data pipelines, automated monitoring
- Engage management teams, founders, other fund managers and developers across both ecosystems
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Experience & Qualifications:
- 4–8 years across investment banking (M&A) and private equity, growth equity, or fundamental public investing at a top firm
- Owner's mindset: you've built models from unit economics up and defended them
- Genuine conviction at the AI × blockchain intersection
- BS/BA in finance, economics, or business; strong quantitative foundation
- Ability to work in office a minimum of 4 days a week
The AI-native edge:
- LLMs are infrastructure in your workflow, not a search box
- You've built with frontier-model APIs; agents, tool/MCP integrations, retrieval pipelines, coding-assistant projects
- Working Python and SQL; fluency with on-chain and alternative data
- You know where models fail and verify accordingly
- What you've shipped matters more than any certification
Compensation:
- If this position will be performed in whole or in part in New York City, the base salary range is $150,000-$200,000. Individual salaries may vary based on factors including, but not limited to, skills, experience, job-related knowledge, and location. In addition to base salary, this position is eligible for a generous discretionary bonus based on individual and fund performance tied to specific investment objective-related KPIs. The compensation package also includes benefits and other forms of compensation, where applicable.
VanEck is committed to treating all applicants and employees fairly and to providing equal opportunity in compliance with applicable federal, state and local laws. VanEck does not and will not discriminate against any employee or applicant for employment on the basis of race, religion, ancestry, color, gender, gender identity, pregnancy, age, physical or mental disability, national origin, marital status, sexual orientation, citizenship status, covered-veteran or military status, genetic information, and/or any other factor protected by law.