Research Analyst

Offit Capital
Research Analyst
New York, NY

Analyst will be joining the Research team, assisting in the due diligence on external investment managers spanning across all asset classes, researching market opportunities, and assisting with reporting/data management.

About The Firm:

• Independent and privately held, Offit Capital is an SEC-Registered Investment Advisor with $20 billion under advisement. We serve as our clients’ outsourced Chief Investment Officer, building global, multi-asset class investment portfolios for individuals, families, and non-profit institutions.
• We provide objective and unbiased investment advice solely in the best interest of our clients.
• We are keenly focused on wealth preservation and market opportunities relative to each client’s distinct set of investment objectives, liquidity requirements, tax and estate planning and philanthropic goals.
• Our depth of industry experience, analytical skills and seasoned judgment allow us to serve our clients with an uncompromising standard of excellence.

Role Description:

• As part of a 60+ person firm, join a 13-person team to source, diligence, and monitor third-party investment managers across all asset classes and structures
  • Regularly produce written reports utilizing quantitative and qualitative analyses on managers
  • Develop research on new market opportunities
  • Document manager meetings/calls with detailed, comprehensive notes
• Support Co-CIOs in developing views on asset allocation for taxable and non-taxable client portfolios
• Work with Client Advisory team members to create regular and ad hoc client-ready manager and market analyses
• Assist with data management, transformation, and visualization to support existing reporting requirements and enhance the Firm’s analytical capabilities
• Manage and improve research management system capabilities

Requirements:

• 0-2 years of experience
• Strong interest in financial markets
• Strong writing skills
• Strong analytical and quantitative aptitude, with a willingness to embrace data-intensive projects
  • Advanced Excel skills
  • Experience in Bloomberg, database management, Tableau, R, Solovis, VBA a plus
• Proactive self-starter
• High energy work ethic, sense of urgency, and attention to detail
• Ability to work under pressure and meet tight deadlines
• Ability to work both independently and as part of a team