Buy-Side Investment Analyst

10 hours ago


Carmel, Indiana, United States Valeo Financial Advisors LLC Full time
Job Opportunity

Valeo Financial Advisors LLC is seeking a highly skilled Buy-Side Investment Analyst to join our Investments Team. As part of our analyst program, you will gain exposure to various aspects of buy-side investment research and portfolio management.

Key Responsibilities:

  • Conduct in-depth analysis of public fund managers, individual stocks, and bonds.
  • Conduct due diligence on alternative investment managers and private products.
  • Monitor macroeconomic trends and public markets.
  • Collaborate with senior team members in the management of client portfolios by providing research-based recommendations and insights.
  • Prepare research reports and presentations for investment committees.
  • Assist with researching, monitoring, and evaluating investments technology, tools, and applications.
  • Create educational content on investment and economic topics.

Requirements:

  • CFA Level I or progress towards CFA designation is a plus.
  • 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.

Program Benefits:

  • Comprehensive training and development opportunities across a wide range of investment disciplines.
  • Potential for long-term position upon successful completion of the rotational program.
  • Competitive starting salary.

Valeo Financial Advisors LLC is one of the largest RIA firms in the Midwest, with over $9B in assets under management. 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. Valeo provides competitive benefits including flexible leave policies, 401(k) with company match, and health coverage.

Valeo is an Equal Opportunity Employer. We do 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.



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