Research Analyst, SGA

Virtus Investment Partners•Stamford, CT

11d•$200,000 - $300,000

About The Position

Sustainable Growth Advisers (SGA), based in Stamford CT, is an investment manager with approximately $20 billion in assets under management and 35 employees. The firm makes long-only, long-term investments in high-quality, profitable, secular growth companies (colloquially referred to as “free cash flow growth compounders”) in developed and emerging markets. We are fundamental investors who emphasize bottom-up research and in-depth understanding of companies and industries. Our portfolios are concentrated in 15-35 companies in which we have high conviction and see significant return potential based on the discounting of long-term growth in earnings and free cash flows. We are seeking to hire an experienced research analyst to join our investment team. Our culture seeks self-starters who are independent, critical thinkers that can work collaboratively in an environment that emphasizes teamwork at all levels of the research and portfolio management process. Analysts that establish a track record of material contributions to client portfolio success over the long term can earn the opportunity to become an equity partner in our firm. In addition, high-performing analysts can also earn the opportunity to develop into portfolio management roles over time.

Requirements

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.
Local to the tristate area is preferred.
Interested candidates please submit a cover letter and a brief written stock pitch for a company that is generally consistent with SGA’s investment criteria.
Companies of interest have the following investment criteria: A high degree of recurring revenues and predictability in their financial results through all phases of the business cycle (e.g., low-to-modest cyclicality) Secular drivers that support superior top- and bottom-line growth over the long-term Structural pricing power (e.g., price setters rather than commodity price-takers) Strong free cash flow generation and low-to-modest financial leverage Stable and deep management teams with strategic vision, operational excellence and demonstrable track records in creating shareholder wealth
U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment.