What are the responsibilities and job description for the Intern position at curicapital?
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.
TITLE
Intern, Summer 2026
LOCATION
St. Joe, Michigan
WHO
Current Juniors at a four-year college or university are eligible to apply.
WHAT
You will have the opportunity to work with the Wealth Management team during a 10-week paid program from June to August 2026. We will provide a housing stipend to candidates who are relocating to the city for the purposes of the internship.
THE ROLE
Are you interested in participating in a challenging and engaging internship program focused on developing your professional skills while collaborating with industry leaders? If you are self-motivated, career-driven, and highly innovative, Curi Capital is the right place for you!
During your summer internship with Curi Capital, you will have the opportunity to work on various projects, collaborate with team members, and design and present your own project at the end of the program.
This progressive internship program immerses participants in our independent investment advisory firm through in-depth, hands-on experience—offering opportunities that are often unavailable at large brokerages or investment banks. Interns will interact with employees across all departments and levels, gaining practical knowledge to make informed decisions about their career paths. By increasing their understanding of the financial industry and providing firsthand exposure to various roles within our firm, we help interns envision where their skills and interests best align.
Junior interns will have a focused foundation for growth by dedicating their time to a specific practice area within Curi Capital. This intensive program allows interns to develop practical skills through in-depth projects and provides a firsthand understanding of entry-level responsibilities and potential career trajectories.
RESPONSIBILITIES
- Collaborate with your team on various projects and tasks as assigned
- Research information for various projects
- Present results to leadership
- Attend intercompany meetings
- Communicate with clients, vendors, or investors by email or phone
- Build a project from creation to completion and present to leadership
SKILLS
- Overall curiosity to learn
- Highly organized and demonstrated ability to prioritize tasks
- Ability to work well with a team as well as independently
- Excellent verbal and written communication skills
- Ability to maintain and preserve confidentiality
- Ability to utilize resources as needed to complete tasks
- Good research skills and ability to perform tasks promptly
- Ability to analyze data and communicate ideas clearly
- Demonstrated ability to present confidently in front of an audience
- Ability to utilize new technology and apply it to the financial services industry
- Proficient in Microsoft Office, PowerPoint, especially Outlook, Word, and Excel
QUALIFICATIONS
- Obtaining a degree in Economics, Finance, Trust and Wealth Management, or general business is preferred but not required
- GPA above 3.0 required
- Experience in a leadership role with a club, organization, or work opportunity
- Demonstrated integrity, dependability, and enthusiasm
- Desire to learn and engage with team members
- General understanding of financial markets and business strategy
- Strong analytical skills
- Strong technical proficiency and computer literacy
- Exposure and application to AI software as it relates to the financial services industry
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.
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Salary : $10,000