Valeo Financial Advisors LLC · 2 days ago
Technology Analyst
Carmel, IN
Full-time
Onsite
New Grad, Entry Level
0+ years expValeo Financial Advisors is one of the largest RIA firms in the Midwest, committed to empowering the next generation and revolutionizing the financial services industry. The Technology Analyst will support, analyze, and enhance Valeo’s core platforms and data-driven workflows, focusing on system interactions and process improvements.
ConsultingFinancial Services
Responsibilities
Support and maintain enterprise systems including CRM platforms, financial applications, and internally developed tools
Analyze business workflows and system interactions to identify opportunities for optimization and automation
Assist with building and maintaining automated processes that reduce manual effort and improve data consistency
Work with structured data across multiple systems to help ensure accuracy, integrity, and reliability
Participate in system integrations and data pipelines, supporting testing, validation, and monitoring
Write and maintain technical and process documentation for systems, data flows, and configurations
Assist with testing efforts including functional testing, regression testing, and user acceptance testing
Collaborate with internal teams and external vendors to troubleshoot issues and support platform enhancements
Contribute to technology projects from design and implementation through deployment and adoption
Provide analytical and technical support to users as systems evolve
Other duties as assigned
Qualification
Required
Bachelor's degree in Computer Science, Data Science, Information Systems, Engineering, or a related technical field
0 to 3 years of experience through internships, coursework, or professional roles involving software, systems, or data
Strong foundation in logical thinking, problem solving, and analytical reasoning
Comfort working with data concepts such as structured datasets, data validation, transformations, and basic querying
Ability to learn new tools and platforms quickly in a complex enterprise environment
Strong written and verbal communication skills, with the ability to explain technical ideas to non-technical audiences
High attention to detail and interest in building reliable, well-documented solutions
Ability to work independently while collaborating within a team
Preferred
Familiarity with concepts such as APIs, system integrations, automation, or cloud-based platforms preferred
Experience in financial services or wealth management is helpful but not required
Benefits
Unlimited PTO
401(k) with company match
Health coverage
Company
Valeo Financial Advisors LLC
Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Greg Fulk
Chief Operating Officer
Tom Askey, CFA
Chief Investment Officer
Company data provided by crunchbase