Buy-Side Investment Research Analyst Internship

About the Role

Valeo Financial Advisors is seeking an Investment Research Analyst Intern for Summer 2027. This paid, in-person internship is based in Carmel, IN, and offers hands-on experience with Valeo’s centralized Investment Team. The program aims to develop analytical skills and deepen understanding of public and private markets across equity, fixed income, and alternative investments. Interns will be involved in real-world projects and contribute to research and management of client portfolios.

Key Responsibilities

• Conduct research on public equity and credit managers, culminating in a capstone presentation to Valeo’s Investment Committee.
• 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.
• 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.

Requirements & Tech Stack

• Microsoft Excel
• Bloomberg
• Morningstar Direct
• 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.
• 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.
• Foundational industry knowledge is preferred.
• Pursuing the CFA designation is preferred.
• Working knowledge of Bloomberg and Morningstar Direct is considered a plus.

What You Will Gain From This Experience

• Direct exposure to public equity, fixed income, private equity, private credit, asset allocation, and portfolio management functions through mentorship.
• Opportunity to be considered for Valeo’s full-time Investment Analyst Rotational Program.