---
title: 'Investment Management Intern at Curi Capital'
canonical: 'https://feeny.ai/job/investment-management-intern-curi-capital-chicago-vzh9vcvfhyak'
type: 'job'
last_seen: '2026-09-20'
---

# Investment Management Intern at Curi Capital

- **Company:** Curi Capital
- **Location:** Chicago, IL
- **Compensation:** $10k
- **Posted:** 2026-09-16
- **Last confirmed live:** 2026-09-20
- **Apply:** https://job-boards.greenhouse.io/curicapital/jobs/4406176009

## Job description

## About Us

Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.

Duration: 10 Weeks, Paid | Eligible: College Juniors

Build Real Experience in Investment Management at a Top-Ranked RIA

Our Summer Internship Program gives college students a genuine look at how investment teams research opportunities, analyze markets, and make decisions across public and private investments.

## What You'll Actually Do

From day one, you'll work alongside our investment professionals, gaining hands-on experience with both our equities and alternatives teams. Rather than completing hypothetical assignments, you'll contribute to real research projects, portfolio analysis, and investment discussions that support the team's decision-making process.

Over 10 weeks, you'll:

- Research market themes, industry sectors, and individual securities to support investment analysis.
- Partner with portfolio managers and investment analysts on research projects, portfolio reviews, and ongoing team initiatives.
- Prepare written research reports and presentations and share your findings with members of the investment team.
- Assist the alternatives team with due diligence and underwriting of potential private investment opportunities.
- Participate in investment team discussions and meetings with external fund managers to evaluate prospective investments.
- Contribute to research projects and special assignments across the investment management division.
- Gain exposure to both public equity investing and private market strategies, building a broader understanding of the investment landscape.

By the end of the summer, you'll have developed a deeper understanding of how investment research translates into portfolio decisions. More importantly, you'll gain practical experience analyzing opportunities, synthesizing information, and communicating investment ideas in a professional setting.

Who Thrives Here

We're looking for students who are intellectually curious, analytical, and eager to tackle complex questions. You're a strong fit if you:

- Are pursuing a bachelor's degree in Finance, Accounting, Economics, Business, or a related field, with an expected graduation date of Summer 2028.
- Have a strong academic record and demonstrated interest in financial markets and investing through coursework, student organizations, independent research, or related experiences.
- Possess a foundational understanding of financial statements, business analysis, and investment concepts.
- Demonstrate strong analytical skills and the ability to interpret financial and market data.
- Enjoy digging into complex questions and developing thoughtful conclusions supported by evidence.
- Communicate clearly and effectively, both in writing and in conversation.
- Are highly organized, detail-oriented, and able to manage priorities independently while collaborating with a team.
- Demonstrate integrity, dependability, and respect for confidential information.
- Have proficiency in Microsoft Excel, PowerPoint, and Word, along with a willingness to learn new tools and technologies.
- Demonstrate and provide examples of our values of Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment.

## Why Curi Capital

Unlike internships where investment management is viewed from a distance, you'll have direct exposure to the research, analysis, and decision-making processes that drive portfolio construction and investment strategy. You'll collaborate with experienced professionals across multiple investment disciplines and gain insights into both public and private markets.

Curi Capital is a place where curiosity is encouraged, questions are welcomed, and thoughtful analysis matters. At the conclusion of the internship, you'll present your work and key learnings to your mentor and firm leadership, showcasing the impact you've made throughout the summer.

If you're ready to spend your summer exploring financial markets, developing investment research skills, and contributing to meaningful work at a firm recognized among the best in the industry, we'd love to hear from you.

## Compensation and Work Schedule

$10,000 stipend for a 10-week program.

Schedule: Monday through Thursday, 9:00 a.m. to 4:00 p.m., and Friday, 9:00 a.m. to 3:00 p.m. local time.

The base salary will be commensurate with an individual's work experience and educational background.

US Pay Range $10,000—$10,000 USD

Our Vision: To be the trusted partner in medicine, business, and life.

Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.

Our Values:

- Accountability: We are driven to act, work with integrity, and deliver results.
- Curiosity: We ask and listen, stay curious, and are eager to learn.
- Teamwork: We build strong relationships, celebrate success, and partner for greater impact.
- Inclusion: We respect, recognize, and encourage the differences that make us stronger—we are better together

Built On;

- Service Commitment: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Our Benefits Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.

Review our Privacy Policy [here.](https://curi.com/curi-careers-privacy-policy_greenhouse-recruiting/)

## About Curi Capital

## Company Overview
- **One-liner**: Curi Capital is a fiduciary wealth management firm that provides financial planning, investment management, and retirement plan solutions to individuals, families, institutions, and employers.
- **Entity Type**: Private (bootstrapped, no external funding rounds publicly disclosed)
- **Headquarters**: Chicago, Illinois, USA (with offices in Denver, CO; Washington, D.C.; Milwaukee, WI; Raleigh, NC; St. Joe, MI; Oakbrook, IL; Lake Forest, IL; Edina, MN)
- **Founded**: 2005 (originally as RMB Capital by Dick Burridge and Fred Paulman)
- **Founders**: Richard M. Burridge (Executive Chairman) and Fred Paulman

## Core Business
- **Primary industry**: Wealth Management / Financial Services
- **Target customers**: B2C (individuals, families), B2B (institutions, employers for retirement plans)
- **Mission or purpose statement**: "We believe a financial plan should answer to your life, not the other way around." The firm is built on a conviction to provide independent, thoughtful advice and help clients "build wealth with intention and clarity."

## Products & Services
- **Wealth Management**: Comprehensive financial planning and investment management under one roof, built around client goals and coordinated by a team-based approach.
- **Investment Management**: Proprietary, actively managed in-house investment strategies across public and private markets, including SMID Cap Core, Fixed Income, and Private Markets.
- **Family Office Services**: Sophisticated guidance for families navigating multi-generational wealth, including preservation and transfer planning.
- **Retirement Plan Solutions**: Fiduciary guidance and team-based retirement plan design, management, and ongoing administration for employers.
- **Wealth Builder**: A scaled offering for individuals and families whose planning needs don't require the full depth of traditional wealth management, with advisor support and planning tools designed to evolve across life stages.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (private firm)
- **Key Metric**: Estimated assets under administration (AUA) of approximately $20+ billion as of 3/31/2026 (based on firm disclosures); 97% Annual Client Revenue Retention rate (average over prior five years as of 12/31/2025)
- **Notable Investors/Partners**: Not applicable (bootstrapped); key partners include the merger with Curi Capital (2024) which expanded national reach.
- **Growth Signals**: Merged with Curi Capital in January 2024 to become Curi RMB Capital, then rebranded back to Curi Capital in July 2025; ranked among Chicago’s largest wealth management firms by Crain’s; Denver office earned fourth straight "Best Place to Work" recognition; SMID Cap Core Strategy earned PSN Top Guns Recognition for Q4 2025.

## Competitive Advantages
- **Fiduciary standard**: Legally bound to put client interests first, not product profitability.
- **Integrated model**: Financial planning and investment management teams sit together, work together, ensuring nothing falls between the cracks.
- **In-house investment management**: Proprietary, active research and management by the same professionals who work directly with client advisory teams.
- **Independent, employee-owned**: No external shareholder pressure, allowing long-term, client-focused decision-making.
- **National footprint with local presence**: Offices in 10 U.S. cities, combining scale with personalized service.

## Strategic Focus
- **Growth through integration**: Continuing to build on the 2024 merger with Curi Capital to expand national reach and capabilities.
- **Deepening client relationships**: Emphasizing a team-based, coordinated approach to serve clients across life stages and wealth levels.
- **Talent development**: Investing in employee growth through comprehensive Learning & Development programs, mentorship, and career pathing.
- **Culture as differentiator**: Maintaining a strong, values-driven culture (Accountability, Curiosity, Teamwork, Inclusion, Service Commitment) to attract and retain top talent.

## Why Work Here
- **Culture & Values**: The firm is consistently cited by employees as one of the best things about working there. Values include Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment. A formal "Employee Trust" group gathers anonymous feedback annually, and employees consistently give high marks for feeling at home, proud to work there, and cared for.
- **Learning & Development**: Comprehensive program including Curi Capital University classes, lunch and learns, DEI training, professional accreditation support, continuing education, and career pathing.
- **Mentorship Program**: Peer-to-peer mentorship fosters connections, cultural integration, and career development.
- **Work Environment**: Hybrid/office policy varies by role and location (offices in Chicago, Denver, Washington D.C., Milwaukee, Raleigh, and more). The firm emphasizes work-life blend, team-building events, book clubs, happy hours, volunteer opportunities, family picnics, and sports outings.
- **Recognition**: Denver office named "Best Place to Work" for four consecutive years; firm ranked among Chicago's largest wealth management firms by Crain's.
- **Open Roles (as of mid-2026)**: Client Services Associate, Tax Associate, Wealth Advisor, Wealth Management Associate, Senior Analyst - Manager Research, Fixed Income Portfolio and Client Administrator, Application and Data Solutions Generalist.

## Sources
1. [curicapital.com](https://curicapital.com/about-us/)
2. [curicapital.com](https://curicapital.com/careers/)
3. [curicapital.com](https://curicapital.com/our-culture/)
4. [job-boards.greenhouse.io](https://job-boards.greenhouse.io/curicapital)
5. [curicapital.com](https://curicapital.com/)

## Other roles at Curi Capital

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