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.
The Role
We are seeking an Equity Research Analyst to join our Curi Capital Equity Team in our downtown Chicago office. In this role you will work closely with portfolio managers and senior equity analysts to provide investment insights across internal strategies that range up and down the market cap scale and address both domestic and developed international markets.
In this role, you will join a group of experienced investment professionals who provide portfolio management and equity analysis for Curi Capital’s actively managed internal strategies. In identifying attractive investment opportunities, the team employs both industry standard as well as proprietary equity research systems and data sources.
If you are hard-working, curious, and humble team player who values being part of a collegial and high-performing team this might be an exciting opportunity for you!
Key Responsibilities
- Analyze companies across sectors of the market to provide investment insights to portfolio managers and senior equity analysts.
- Conduct primary due diligence for idea generation and monitoring of current positions. Research activities may include company research and financial modeling as well as regular communication with management teams, industry experts, and sell-side analysts. Perform other investment analyses upon request.
- Gain familiarity with the proprietary Curi economic return corporate performance and valuation framework.
- Proactively support the goals and objectives of the Equity Team in a collaborative environment.
Key Skills
- Demonstrated ability to be a self-starter, work independently and accomplish goals.
- Ability to analyze/model financial metrics, business strategies, and valuation.
- Effectively prioritize time and manage multiple tasks.
- Excellent teamwork and interpersonal skills.
- Ability to deliver clear, effective verbal and written communication.
Key Qualifications
- An ideal candidate will have three to five years of experience in buyside equity research
- Undergraduate degree in finance, accounting, or related field.
- CFA or progress towards CFA designation preferred.
The base salary will be commensurate with an individual's work experience and educational background.
- 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.
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Skills Required
- Three to five years of experience in buyside equity research
- Undergraduate degree in finance, accounting, or related field
- CFA or progress towards CFA designation
What We Do
At Curi Capital, our goal is to create value for our clients. Leveraging our team’s insight and expertise, we deliver financial advice and investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. Wealth Advising | For individuals and families, our advisory and investment professionals work together to craft and deliver an integrated wealth plan that may include a combination of financial planning tactics, customized asset allocation recommendations, and investment solutions designed to manage risk, seize opportunity, and drive results. Family Office Services | For multi-generational families with complex needs, we aim to strike each client’s optimal balance of control and freedom by delivering tailored solutions through a fully customizable selection of planning, investment, accounting, and reporting services. Asset Management | For institutional investors, we specialize in long-term, active investing strategies that are united by a dedication to deep, fundamental research and a belief that actively managed portfolios offer the flexibility and agility to outperform over a market cycle. Retirement Plan Solutions | For employers who sponsor retirement plans, we serve as a co-fiduciary with a focus on reducing cost and risk while seeking to optimize outcomes for all retirement plan stakeholders. Important disclosures: As a general policy, Curi RMB Capital does not respond to posts or inquiries made through any social media platform. You may contact Curi Capital at [email protected]. This is not an offer to buy or sell any investment products or Curi Capital investment strategies. Before investing, you should carefully read our Form ADV Part 2A which discusses the firm, our operations, various investment strategies, applicable fees, conflicts of interest, and risks of investing. For more information on Curi Capital, please call 312.993.5800 or email us at [email protected].
