Research Analyst, SGA jobs in United States
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Virtus Investment Partners · 16 hours ago

Research Analyst, SGA

Virtus Investment Partners is an investment manager based in Stamford, CT, managing approximately $20 billion in assets. They are seeking an experienced research analyst to join their investment team, focusing on fundamental analysis and investment recommendations within a collaborative environment.

Financial Services
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Responsibilities

Conduct bottoms-up, fundamental analysis for equity research
Make investment recommendations within an asset-management or similar buy-side environment
Build, maintain, and update detailed financial models
Conduct differentiated research across sectors such as Consumer, TMT, Industrials, Healthcare, Financials, and Energy
Generate investment ideas and perform deep due diligence
Provide clear communication of insights and investment recommendations
Collaborate with the investment team to enhance portfolio management processes

Qualification

Equity researchFundamental analysisBuy-side experienceFinancial modelingInvestment recommendationsIntellectual curiosityLong-term mindsetCommunication skillsTeam collaboration

Required

3–10 years of professional experience in equity research with a strong grounding in bottoms‑up, fundamental analysis
Buy‑side coverage experience is required; candidates must have direct experience making investment recommendations within an asset‑management, hedge fund, mutual fund, or similar buy‑side environment
Sell‑side backgrounds will be considered only if candidates have subsequently moved into the buy‑side and can demonstrate progression in investment responsibility
Demonstrated sector‑specific expertise (e.g., Consumer, TMT, Industrials, Healthcare, Financials, Energy, etc.) with proven ability to build, maintain, and update detailed financial models and conduct differentiated research
Strong appetite to evolve into a generalist over time—comfortable expanding beyond prior sector specialization and developing research coverage across multiple industries as career growth continues
Evidence of a repeatable investment process, including idea generation, deep due diligence, valuation work, and clear communication of insights
Track record of high‑conviction investment recommendations, grounded in rigorous analysis and supported by data-driven reasoning
Strong interpersonal and communication skills, with the ability to work collaboratively within a tight-knit investment team
High integrity, intellectual curiosity, and a long-term oriented mindset
This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment

Preferred

Local to the tristate area is preferred

Benefits

Eligible to participate in the annual incentive plan

Company

Virtus Investment Partners

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Virtus Investment Partners provides investment management products and services to individuals and institutions.

Funding

Current Stage
Late Stage

Leadership Team

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Andra Purkalitis
Executive Vice President & Chief Legal Officer
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Mark S. Flynn
EVP, General Counsel and Corporate Secretary (retired)
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Company data provided by crunchbase