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AI Analyst

Panga Capital

Panga Capital

Accounting & Finance · Full-time
Remote
Posted on Sep 25, 2025

Mandarin Native fluency

About Panga Capital

Panga Capital is a thesis-driven investment firm focused on emerging technologies at the intersection of software, infrastructure, and new computing paradigms. We work closely with founders and technical communities to understand where technology is heading before it becomes consensus.

Job Description

We are looking for an AI Analyst with a strong technical foundation and product intuition. This role is designed for someone who actively engages with AI and developer communities and can identify early trends in AI infrastructure and middleware.

This is not a traditional investment or research-only role. You will be expected to understand how AI products are built, how they gain traction, and why certain technologies succeed in real-world usage.

Key Responsibilities

  • Actively track and engage with AI, developer, and open-source communities to identify emerging trends, especially in AI middleware and tooling.

  • Analyze AI products and technologies from both a technical and product perspective.

  • Assess how AI products acquire users and traffic, including developer adoption, community growth, and ecosystem dynamics.

  • Synthesize insights into clear internal research and viewpoints to support strategic decision-making.

  • Maintain a forward-looking view on how AI infrastructure and middleware are evolving.

Qualifications

  • Solid technical background, with familiarity across modern AI / LLM stacks, tools, and infrastructure.

  • Strong product sense — an understanding of what makes AI products usable, adoptable, and scalable.

  • Comfortable navigating and participating in technical communities, online or offline.

  • Curious, self-driven, and able to form independent opinions rather than following mainstream narratives.

  • Able to connect technology trends with real-world application and adoption.

What We Offer:

  • Frontier exposure: Opportunity to shape Panga Capital’s investment thesis at the frontier of AI.

  • Mentorship and growth: Work closely with experienced partners and investors, with a pathway for long-term career progression.

  • Global network: Access to leading founders, funds, and investors across the U.S. and Asia.

  • Flexibility: Remote role with collaborative engagement across global time zones.

Preferred Qualifications

  • Education: Top-tier university

  • Profile: Early-career or young professionals with strong learning velocity and hands-on exposure to AI, engineering, or product environments

How to Apply

Send your application essay to info@pangacapital.com with the subject: "AI Analyst Applicant - [Your Name]".

We look forward to hearing from you.

Panga Capital is an equal opportunity employer.

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