Technology Analyst

Valeo Financial Advisors•Carmel, IN

4d•Onsite

About The Position

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. 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 unlimited PTO, 401(k) with company match, and health coverage. Who Thrives in This Role: You enjoy figuring out how things work, not just following instructions. Youre curious about why systems behave the way they do, comfortable learning by doing, and motivated by improving processes rather than maintaining the status quo. You dont need to know every tool on day onebut you do need to enjoy learning them Position Overview: Reporting to the Sr. Director of Technology, the Technology Analyst will work closely with our technology and operations teams to support, analyze, and enhance Valeos core platforms and data-driven workflows. This role is well suited for a recent graduate or early-career professional with a background in computer science, data science, or a related technical discipline who is interested in applying their skills in a real-world enterprise environment. The Technology Analyst will focus on understanding how systems interact, how data flows between platforms, and how automation and tooling can improve reliability, scalability, and efficiency across the firm. This position requires in-person office attendance at our Carmel, Indiana headquarters.

Requirements

Bachelors 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
Familiarity with concepts such as APIs, system integrations, automation, or cloud-based platforms preferred
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

Nice To Haves

Experience in financial services or wealth management is helpful but not required.

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