Career Opportunities with Valeo Financial Advisors LLC

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Careers At Valeo Financial Advisors LLC
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Summer 2025 Real Estate Private Equity Internship

Department: Client Service
Location: Carmel, IN

TwoPointO is a leading real estate private equity firm that sources and manages investments with developers and operators across the United States. Our team manages over $1.1 billion in Limited Partner (LP) equity on behalf of high-net-worth individuals, family offices, and institutional investors. Our services also include investor relations and portfolio administration. TwoPointO is a wholly-owned subsidiary of Valeo Financial Advisors, LLC, a Registered Investment Advisor (RIA) with over $9 billion in assets under management.

As we continue to experience rapid growth, we are seeking a motivated Real Estate Private Equity Intern to join our team. This paid internship offers a unique opportunity to support the investments team, gaining exposure to a variety of real estate asset classes and private investment strategies.

This position is based in our Carmel, Indiana office. In-office presence is required.

Responsibilities:

  • Gain hands-on experience in our due diligence and risk analysis process, including conducting market research, site tours, and other key due diligence activities;

  • Develop a foundational to intermediate understanding of financial modeling for debt and equity structures in both private and public-private real estate investments;

  • Support the portfolio management team by preparing quarterly meeting materials and investor reports for seven distinct investment strategies;

  • Draft template communications for distribution to investors and other stakeholders regarding new and existing real estate investments;

  • Assist the portfolio operations team with maintaining internal systems, such as Salesforce, Box.com, and AppFolio;

  • Present a complete investment analysis and recommendation to the investment committee at the conclusion of the internship; and

  • Complete other projects contributing to TwoPointO and Valeo’s growth.

Desired Qualifications:

  • Current undergraduate or graduate student enrolled in an accredited university.
  • Proactive and possesses the ability to work in a fast-paced environment.
  • Superior organizational, analytical, verbal, and written skills.
  • Past experience, education, or passion in commercial real estate is preferred. However, individuals majoring in finance, accounting, marketing, computer science, or other related fields will also be considered for the position.

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.

 

 

 

 

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