Teams at Virtus Investment Partners

Conduct deep fundamental research on U.S. small- and mid-cap companies, generate investment ideas, analyze financial statements and valuation, prepare research reports and memos, present findings to portfolio managers, engage with company contacts and industry experts, and support portfolio monitoring and special projects.

The Investment Performance Analyst maintains GIPS Composites, produces reports, responds to data requests, and assists in cross-functional projects.

The Senior Financial Planner will create personalized financial plans and collaborate with Wealth Advisors to support high-net-worth clients, focusing on estate, tax, and investment strategies while ensuring client communication and analysis of planning progress.