Equity Research Analyst

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.

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.

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