Job Description
Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B 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. Valeo provides competitive benefits including unlimited PTO, 401(k) with company match, and health coverage.
Position Overview The Investment Research Analyst Intern will gain hands-on experience by working closely with our Investment Team. The paid internship offers the opportunity to develop your analytical skills and deepen your understanding of 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 internship requires in-person office attendance at our Carmel, IN headquarters. Duties And Responsibilities - Assist in analyzing public fund managers and individual stocks and bonds
- Support research and due diligence on alternative investment managers and private products
- Participate in team discussions and contribute to investment decision-making processes
- Attend team meetings, investment presentations, and training sessions
- Querying, cleaning, and analyzing advisor and client data
- Administrative tasks including record entry, database maintenance, and scanning/filing
Requirements - 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
- Intermediate industry knowledge is preferred along with interest in the pursuing the CFA designation
What You Will Gain - Comprehensive training and development opportunities across a wide range of investment disciplines
- Potential to hire for full-time Valeo Investment Analyst Rotational Program upon successful completion of the internship
Valeo is an Equal Opportunity Employer. Valeo does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business need.
Job Tags
Full time, Summer work, Rotational program, Work at office,