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Fall 2021: Investment Analyst Intern

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.
  • 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 firm’s investment analysis department while working with CFA’s and investment professionals.

Requirements
  • 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 spend at least 20 hours per week to the internship in the corporate office.
Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with approximately $5B 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 26 former interns on staff today. Learn from a team of 50+ CFP® | CFA® | CPA | JD | Master's credentialed advisors.