Curi Capital · 4 days ago
Senior Analyst - Manager Research
Chicago, Illinois
Full-time
Onsite
Mid, Senior Level
$120K/yr - $160K/yr
5+ years expCuri Capital is a national registered investment advisory firm based in Chicago, committed to enhancing clients’ financial wellness. The Senior Analyst will support the Private Markets team by evaluating managers and monitoring private market fund investments while also engaging with client-facing colleagues to provide investment insights and analysis.
Financial Services
Responsibilities
Support the sourcing, evaluation, and ongoing monitoring of private market fund investments and co-investments
Conduct investment due diligence, including strategy analysis, performance review, and risk assessment
Prepare investment memos, monitoring materials, and research to support investment recommendations
Maintain research coverage across public markets, including equities, fixed income, and real assets
Contribute to thematic research, market insights, and asset allocation discussions
Partner with Curi Capital Advisors to support client presentations, portfolio reviews, and investment education
Collaborate across Investment Management, Operations, and Finance throughout the investment lifecycle
Remain current on market developments, investment managers, and emerging strategies through ongoing research and industry engagement
Demonstrate sound judgment, intellectual curiosity, and a long-term orientation in all investment work
Contribute positively to a collegial, high-integrity team environment
Qualification
Required
Bachelor's degree required
5–7 years of experience in financial services, ideally within an RIA, family office, endowment, foundation, OCIO, or similar allocator
Experience evaluating external investment managers and multi-asset portfolios
Strong quantitative skills, including advanced Excel proficiency
Demonstrated professionalism, discretion, and ability to perform effectively in a client‑centric, high‑integrity environment
Strong analytical mindset with the ability to synthesize complex investment information and develop sound, well‑reasoned conclusions
Clear, professional communicator—able to present investment insights thoughtfully in both written materials and group discussions
Collaborative team player who values shared success, welcomes feedback, and builds strong working relationships across teams
Highly organized and dependable, with the ability to manage multiple priorities, meet deadlines, and follow through on commitments
Sound judgment and problem‑solving skills, including the ability to adapt to changing market conditions and business needs
Self‑motivated and proactive, with the initiative to take ownership of work, contribute new ideas, and continuously develop professionally
Preferred
Experience with Bloomberg, PitchBook, and/or Green Street preferred
CFA designation or progress toward CFA strongly preferred
Benefits
Comprehensive health benefits, including medical, dental, vision, and life insurance
Education assistance
Annual bonus opportunity
401(k) with employer match
Short-term and long-term disability
Flexible time off
13 paid holidays annually
Company
Curi Capital
At Curi Capital, our goal is to create value for our clients.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
J
Jay Menton
Partner, Senior Wealth Manager / Team Lead
Richard M. Burridge
Executive Chairman, Co-Chief Investment Officer
Recent News
2024-02-20
Business Wire
2024-01-02
Business Wire
2023-11-21
Company data provided by crunchbase