Investment Research Intern: Public & Private Markets

valeofinancial; Carmel (IN); On-site; USD 25,000 - 36,000; Full time

Job summary

Valeo Financial Advisors in Carmel, IN seeks an Investment Research Analyst Intern to gain hands-on experience with Valeo’s centralized Investment Team, developing analytical skills across public and private markets and contributing to client portfolios.

This in-person internship offers real-world projects, mentorship from senior team members, and potential progression to Valeo’s rotational program for high performers.

Qualifications

• Current pursuit of a bachelor’s or master’s degree in finance, economics, accounting, mathematics, or related field.
• Interest in investment management, asset allocation, and public/private markets.
• Foundational industry knowledge preferred; CFA designation pursued.
• Strong analytical ability to collect, organize, and analyze large data sets.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Excel and other Office products.
• Experience with Bloomberg and Morningstar Direct is a plus but not required.

Responsibilities

• Research public equity and credit managers; present findings to Investment Committee.
• Due diligence on alternative investment managers and private market opportunities.
• Participate in macroeconomic and fundamental trend discussions to inform decisions.
• Support fixed income trading desk with client reporting and portfolio proposals.
• Attend team meetings, investment presentations, and training sessions.
• Query, clean, and analyze advisor and client data.
• Assist Investment Team operations with data entry, documentation, and ad hoc projects.
• Perform investment and portfolio analysis using Excel, Bloomberg, Morningstar Direct, and other tools.

Skills

Analytical skills

Team collaboration

Attention to detail

Written and verbal communication

Excel proficiency

Bloomberg knowledge

Morningstar Direct knowledge

Education

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

Pursuing CFA designation

Tools

Bloomberg Terminal

Morningstar Direct

Excel

Job description

Valeo Financial Advisors in Carmel, IN seeks an Investment Research Analyst Intern to gain hands-on experience with Valeo’s centralized Investment Team, developing analytical skills across public and private markets and contributing to client portfolios.

This in-person internship offers real-world projects, mentorship from senior team members, and potential progression to Valeo’s rotational program for high performers.