Investment Analyst Intern

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Job Location

Published By

Valeo

Type of Job

Published Date

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About the job

Requirements

Do you possess strong interest in investments (model portfolios, investment allocations, and research), technology (Excel, Access, CRM systems, other databases), economics, financial planning, and general finance? If so - then clear and proactive communication skills along with attention to detail are a must in this rewarding Investment Analyst Internship opportunity. This internship is during the Spring semester. Investment research and due diligence Modeling portfolio strategy and allocation Analyzing economic data Analysis of private investments Researching, monitoring, and reporting on investments, tools, and vendors. Creating educational content on investment and economic topics. Querying reporting software and analyzing advisor and client data. Administrative tasks including record entry, database maintenance, and scanning/filing. During your paid internship you will receive firsthand experience in advanced reporting and analytical technology by assisting the firms investment analysis department while working with CFAs and investment professionals. Requirements Currently pursuing an undergraduate or graduate degree from an accredited college/university. Ability to work effectively as part of a team. Strong communication skills. Strong computer skills, specifically advanced knowledge of Microsoft Excel and other Microsoft Office products. Intermediate industry knowledge is preferred. Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy. The ability to work in-person at our Carmel, Indiana headquarters. Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with approximately $6B in assets under management. We provide comprehensive, independent financial advice to our clients with one, simple transparent fee. Our advisors never sell a product or earn a commission. We are committed to empowering the next generation and have 30 former interns on staff today. Learn from a team of 60+ CFP | CFA | CPA | JD | Master's credentialed advisors. 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 is decided on the basis of qualifications, merit, and business need

About us

Address

Carmel, IN, USA

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