Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $13B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple transparent fee. Based in central Indiana, we are committed to empowering the next generation and revolutionizing the financial services industry.
As an Investment Research Analyst Intern, you will gain hands-on experience by working closely with Valeo’s centralized Investment Team. The paid internship offers the opportunity to develop your analytical skills and deepen your understanding of both public and private markets across equity, fixed income, and alternative investments. You will be involved in real-world projects and contribute to the research and management of client portfolios.
This in-person internship is in our Carmel, IN office.
DUTIES & RESPONSIBILITIES
Conduct research on public equity and credit managers, culminating in a capstone presentation to Valeo’s Investment Committee summarizing key findings
Conduct due diligence on alternative investment managers and private market opportunities
Participate in team discussions of macroeconomic and fundamental trends and contribute to investment decision-making processes
Support Valeo’s centralized fixed income trading desk through client reporting, relative value analysis, and portfolio proposals
Attend team meetings, investment presentations, and training sessions
Query, clean, and analyze advisor and client data
Support Investment Team operations through data entry, database maintenance, documentation, and other ad hoc projects
Perform investment and portfolio analysis utilizing Excel, Bloomberg, Morningstar Direct, and other research tools
QUALIFICATIONS
Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information
Ability to work collaboratively in a team environment
High level of attention to detail and accuracy
Excellent written and verbal communication skills
Strong computer skills, specifically advanced knowledge of Microsoft Excel and other Microsoft Office products
Foundational industry knowledge is preferred along with pursuing the CFA designation
Working knowledge of Bloomberg and Morningstar Direct is not required, but is considered a plus?
Currently pursuing a bachelor’s or master’s degree in finance, economics, accounting, mathematics, or a related field
Strong interest in investment management, asset allocation, and public and private markets
WHAT YOU WILL GAIN FROM THIS EXPERIENCE
Direct exposure to public equity, fixed income, private equity, private credit, asset allocation, and portfolio management functions through mentorship from senior Investment Team members and full-time analysts
High-performing interns may be considered for Valeo’s full-time Investment Analyst Rotational Program
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