An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
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 EXPIERENCE
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?
