Jobs at Virtus Investment Partners

The role involves managing the production of investment marketing collateral, ensuring timelines are met, and streamlining processes while coordinating between investment, marketing, and compliance teams.

The Senior Digital Marketing Specialist leads digital marketing strategies, optimizing campaigns and content while ensuring compliance and enhancing client engagement for a financial services firm.

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 IT Infrastructure Services Specialist provides Tier 1 and 2 support, troubleshoots technical issues, and manages IT assets, ensuring minimal disruption in a financial environment.

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.

Internal sales partner supporting a regional sales director by engaging financial advisors via phone, email, and webinars; performing analyses with Morningstar and internal tools; identifying opportunities using CRM and PowerBI; collaborating cross-functionally; and documenting activity in CRM.

Manage supplier invoice approval workflows and supplier data in Workday, administer Concur travel & expense program, perform month-end close journal entries and variance analysis, initiate treasury actions (wires, supplier settlements), and drive process improvements using Workday, Excel and other financial tools.

Partner with the BDO to develop and manage high-net-worth client relationships. Prepare customized investment proposals, deliver financial planning using eMoney, provide investment advisory and asset allocation recommendations, conduct regular portfolio reviews, support business development with custodial partners, and travel approximately 50% to meet clients and attend events.

Partner with a Business Development Officer to originate and manage high-net-worth client relationships. Provide investment advisory, financial and estate/tax planning, prepare customized investment proposals, conduct portfolio reviews, use eMoney for financial planning, and travel (~50%) to meet clients and custodial partners.