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Curi Capital

Fee-only wealth management and financial planning

Investment Management Intern

Summer 2026
$10k+ Annual bonus opportunity + 401(k) employer match
Internship
Bachelor's
Chicago, IL, USA
In Person
Finance & BankingAsset Management

About the job

Requirements
  • 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.
  • Communicate clearly and effectively, both in writing and in conversation.
  • Be 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 Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment.
Responsibilities
  • 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 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.
  • Present work and key learnings to a mentor and firm leadership at the conclusion of the internship.

About the company

Curi Capital offers full-service, fee-only wealth management, financial planning, and retirement plan solutions for high-net-worth individuals, ultra-high-net-worth families, and businesses. Its services are delivered through a team-based, client-centric approach that combines investment management and planning, with access to advisory services via Curi Capital (SEC-registered) and securities through Lion Street Financial. The firm differentiates itself with personalized, solutions-based guidance and a high-touch, tailored planning process rather than generic products. Its goal is to help clients achieve true wealth as they define it, whether that means preserving family wealth, enjoying retirement, or gaining peace of mind for life's uncertainties.

Company Size

1-10

Company Stage

N/A

Total Funding

N/A

Headquarters

Raleigh, North Carolina

Founded

2019

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Simplify Jobs

Simplify's Take

What believers are saying

  • August 2026 Vistria capital funds technology upgrades, recruiting, and client-service expansion.
  • Curi hired Andy Truax on September 4, 2026, strengthening advisor bench.
  • The firm is pursuing like-minded RIA acquisitions and new geographies in 2026.

What critics are saying

  • Two ownership changes since 2023 create integration risk and advisor turnover through 2027.
  • Vistria's majority control pressures Curi to hit acquisition targets and margin goals quickly.
  • A failed merger-and-rollup strategy would trigger client defections and destroy enterprise value.

What makes Curi Capital unique

  • Vistria backed Curi Capital on August 24, 2026, validating its $14B platform.
  • Curi Capital spans 12 offices across eight states and Washington, DC.
  • Curi's 2024 RMB merger created scaled wealth, planning, retirement, and investment capabilities.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • 401(k) Company Match
  • Flexible Work Hours
  • Paid Holidays
  • Tuition Reimbursement
  • Professional Development Budget
  • Performance Bonus

Company News

InvestmentNews
Aug 25th, 2026
Vistria takes majority stake in $14B RIA Curi Capital to fuel acquisitions

Curi Capital, a Chicago-based registered investment adviser managing over $14 billion in assets, has agreed to a majority investment from private equity firm The Vistria Group. The deal, expected to close in late September, marks the second major ownership change for Curi in under three years. Vistria, which manages $18 billion in assets, will acquire a majority stake whilst existing shareholders Curi and Wealth Partners Capital Group retain their positions. The capital will support technology upgrades, recruitment, expanded client services, and acquisitions of like-minded RIAs. Curi Capital's CEO Dimitri Eliopoulos said the firm plans to grow its advisory, investment management, and operations capabilities, particularly in estate planning and tax preparation. Clients will continue working with existing advisory teams under the current service model.

Pulse 2.0
Aug 25th, 2026
Curi Capital lands Vistria investment as wealth platform tops $14B AUA

Curi Capital has secured a strategic investment from The Vistria Group as the registered investment adviser surpasses $14 billion in assets under advisement. The transaction is expected to close in late September 2026. Vistria will become an ownership partner alongside Curi's employee owners and existing shareholders, Curi Holdings and Wealth Partners Capital Group. The investment will fund technology enhancements to improve efficiency, analytics and client engagement. Curi Capital also plans to invest in talent acquisition and expand its financial planning capabilities. The firm expects to acquire additional registered investment advisers to increase market density and enter new geographies. Headquartered in Chicago, Curi Capital operates 12 offices across eight states and Washington, DC, serving mass-affluent to ultra-high-net-worth clients. Vistria manages approximately $18 billion.

Business Wire
Nov 22nd, 2023
Curi Capital to Merge with RMB Capital

Curi announced a definitive agreement to acquire a majority stake of RMB Capital. As part of the agreement, Curi Capital will merge with RMB.