Research Analyst, SGA

Virtus•Stamford, CT

3d•Onsite

About The Position

Sustainable Growth Advisers (SGA), an investment manager with approximately $20 billion in assets under management and 35 employees, is seeking an experienced research analyst to join its investment team. SGA focuses on long-only, long-term investments in high-quality, profitable, secular growth companies, emphasizing bottom-up research and in-depth company and industry understanding. Portfolios are concentrated in 15-35 high-conviction companies with significant return potential. The firm's culture values self-starters who are independent, critical thinkers capable of collaborative work. Analysts who demonstrate long-term contributions to client portfolio success may have the opportunity to become equity partners or transition into portfolio management roles.

Requirements

3–10 years of professional experience in equity research.
Strong grounding in bottom-up, fundamental analysis.
Buy-side coverage experience is required.
Direct experience making investment recommendations within an asset-management, hedge fund, mutual fund, or similar buy-side environment.
Demonstrated sector-specific expertise (e.g., Consumer, TMT, Industrials, Healthcare, Financials, Energy, etc.).
Proven ability to build, maintain, and update detailed financial models.
Proven ability to conduct differentiated research.
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.
Ability to work collaboratively within a tight-knit investment team.
High integrity, intellectual curiosity, and a long-term oriented mindset.
U.S. citizenship or lawful permanent residency (Green Card holder) is required.
Must not require sponsorship for work visas or support for OPT/CPT programs.

Nice To Haves

Sell-side backgrounds will be considered only if candidates have subsequently moved into the buy-side and can demonstrate progression in investment responsibility.
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.
Local to the tristate area is preferred.

Responsibilities

Conduct bottom-up, fundamental equity research.
Make investment recommendations within a buy-side environment.
Develop and maintain expertise in specific sectors, with a strong appetite to evolve into a generalist covering multiple industries.
Build, maintain, and update detailed financial models.
Conduct differentiated research.
Generate investment ideas through a repeatable process.
Perform deep due diligence.
Conduct valuation work.
Clearly communicate investment insights.
Make high-conviction investment recommendations grounded in rigorous analysis and data-driven reasoning.
Collaborate effectively within a tight-knit investment team.