Hands-On Buy-Side Investment Research Intern

Valeo Financial Advisors LLC; Carmel (IN); On-site; USD 2,066,000 - 3,031,000; Full time

Job summary

Valeo Financial Advisors LLC in Carmel, IN offers an in-person Investment Research Analyst Intern position. You will gain hands-on experience with Valeo’s centralized Investment Team, analyzing public and private markets across equity, fixed income, and alternative investments.

The paid internship provides exposure to portfolio research, data analysis with Excel, Bloomberg, Morningstar Direct, and opportunities for mentorship; top interns may join Valeo’s Investment Analyst Rotational Program.

Qualifications

• Strong analytical abilities to collect, organize, analyze, and disseminate data.
• Ability to work collaboratively in a team environment.
• High attention to detail and accuracy in analysis.
• Excellent written and verbal communication skills.
• Advanced knowledge of Microsoft Excel and other Office tools.
• Foundational industry knowledge; CFA designation pursued preferred.
• Bloomberg and Morningstar Direct knowledge is a plus for advanced analysis.

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.

Skills

Analytical skills

Team player

Attention to detail

Communication skills

Excel proficient

CFA groundwork

Bloomberg knowledge

Education

Bachelor's or Master's in Finance/Economics/Accounting/Mathematics

Tools

Excel

Bloomberg

Morningstar Direct

Job description

Valeo Financial Advisors LLC in Carmel, IN offers an in-person Investment Research Analyst Intern position. You will gain hands-on experience with Valeo’s centralized Investment Team, analyzing public and private markets across equity, fixed income, and alternative investments.

The paid internship provides exposure to portfolio research, data analysis with Excel, Bloomberg, Morningstar Direct, and opportunities for mentorship; top interns may join Valeo’s Investment Analyst Rotational Program.