Investment Management Intern

We need to output HTML fragment with sections using

for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include boilerplate. Must preserve all substantive info. We need to parse the posting. Content: - About Us: description of Curi Capital. Could be "About the role"? Actually "About Us" is about company. The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have "About the role" maybe summarizing the internship description. But we must not invent filler. We have content: "Build Real Experience in Investment Management at a Top-Ranked RIA Our Summer Internship Program gives college students a genuine look at how investment teams research opportunities, analyze markets, and make decisions across public and private investments." That's about the role. We also have "What You'll Actually Do" list of duties. We have "Who Thrives Here" list of qualifications/requirements. We have "Why Curi Capital" maybe benefits? But we have separate Benefits and Compensation sections later. We have "Compensation And Work Schedule" with stipend and schedule. We have "Our Benefits" describing benefits. We also have "Our Vision", "Our Mission", "Our Values". Those might be considered "About the role"? Not needed. Probably we can include them under "About the role" or maybe not needed. The instruction: include a section ONLY when the posting has real, specific content for it. So we need to decide which sections have content. Potential sections: - About the role: we have description of internship program, what you'll actually do, why Curi Capital. Could combine. - Responsibilities: list of duties from "What You'll Actually Do". That's specific. - Requirements: maybe from "Who Thrives Here" includes eligibility criteria: pursuing bachelor's degree, expected graduation Summer 2028, strong academic record, etc. That's requirements. - Qualifications: maybe overlapping with requirements; but we could separate: Qualifications could be skills like proficiency in Excel etc. But we have Skills section for technical skills. - Skills: proficiency in Microsoft Excel, PowerPoint, Word, willingness to learn new tools. - Benefits: from "Our Benefits": health benefits, education assistance, annual bonus, 401(k) match, disability, flexible time off, 13 paid holidays. - Pay: compensation: $10,000 stipend for 10-week program. Also note base salary commensurate... but we should not include filler like "commensurate with experience". The posting says: "The base salary will be commensurate with an individual's work experience and educational background." That's filler? It's generic. Might be considered not specific. We should avoid sections with filler like "commensurate with experience". The instruction: never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD"). So we should not include Pay section if the only content is that generic line. However we have specific stipend amount: $10,000 stipend for a 10-week program. That's specific. So we can include Pay with that stipend. Also note "US Pay Range $10,000 - $10,000 USD" which is same. So we can include Pay: $10,000 stipend. - Schedule: specific schedule: Monday-Thursday 9-4, Friday 9-3. Thus we will have sections: About the role, Responsibilities, Requirements, Qualifications? Actually we might combine Requirements and Qualifications. But we need to avoid thin sections. Let's see what we have for Requirements: eligibility criteria (degree, graduation date, academic record, interest). Qualifications: maybe "foundational understanding of financial statements, business analysis, investment concepts", "strong analytical skills", "ability to interpret financial and market data", "enjoy digging into complex questions", "communicate clearly", "highly organized, detail-oriented", "integrity, dependability, respect for confidential", "proficiency in Microsoft Excel, PowerPoint, Word", "demonstrate values". That's a mix of skills and qualifications. We could make Requirements: eligibility and academic criteria. Qualifications: skills and abilities. Skills: technical proficiency (Excel etc). But there is overlap. Better to have: Responsibilities, Requirements (including eligibility and qualifications), Benefits, Pay, Schedule. And maybe About the role as intro. We must not create sections with filler. Let's draft content. About the role: summarise the internship program description: "Build Real Experience in Investment Management at a Top-Ranked RIA Our Summer Internship Program gives college students a genuine look at how investment teams research opportunities, analyze markets, and make decisions across public and private investments." Also maybe include "Why Curi Capital" paragraph about direct exposure, etc. But that could be part of About the role. We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep details, not just summarise. But we can keep them as prose. We'll need to include bullet lists for duties, requirements, benefits. Let's extract details: From "What You'll Actually Do": list: - 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 your 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. - Gain exposure to both public equity investing and private market strategies, building a broader understanding of the investment landscape. - By the end of the summer, you'll have developed a deeper understanding of how investment research translates into portfolio decisions. - More importantly, you'll gain practical experience analyzing opportunities, synthesizing information, and communicating investment ideas in a professional setting. That's a lot; we can keep as list. From "Who Thrives Here": bullet points (converted to list): - 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. - Enjoy digging into complex questions and developing thoughtful conclusions supported by evidence. - Communicate clearly and effectively, both in writing and in conversation. - Are 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 our values of Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment. From "Our Benefits": list: - 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 From Compensation: "$10,000 stipend for a 10-week program." Also "US Pay Range $10,000 - $10,000 USD". We'll just state stipend. Schedule: "Monday through Thursday, 9:00 a.m. to 4:00 p.m., and Friday, 9:00 a.m. to 3:00 p.m. local time." Now About the role: we can combine the introductory paragraphs: "Build Real Experience in Investment Management at a Top-Ranked RIA Our Summer Internship Program gives college students a genuine look at how investment teams research opportunities, analyze markets, and make decisions across public and private investments." plus "Why Curi Capital" paragraph: "Unlike internships where investment management is viewed from a distance, you'll have direct exposure to the research, analysis, and decision-making processes that drive portfolio construction and investment strategy. You'll collaborate with experienced professionals across multiple investment disciplines and gain insights into both public and private markets. Curi Capital is a place where curiosity is encouraged, questions are welcomed, and thoughtful analysis matters. At the conclusion of the internship, you'll present your work and key learnings to your mentor and firm leadership, showcasing the impact you've made throughout the summer." We'll keep that as prose. Now we need to output HTML fragment with

headings and

• for lists,

  for prose. We must not include job title heading. Not include Job ID etc. We must not include boilerplate like "Review our Privacy Policy here." etc. We must not include duplicated lines. We'll produce:

  About the role

  Build Real Experience in Investment Management at a Top-Ranked RIA Our Summer Internship Program gives college students a genuine look at how investment teams research opportunities, analyze markets, and make decisions across public and private investments. Unlike internships where investment management is viewed from a distance, you'll have direct exposure to the research, analysis, and decision-making processes that drive portfolio construction and investment strategy. You'll collaborate with experienced professionals across multiple investment disciplines and gain insights into both public and private markets. Curi Capital is a place where curiosity is encouraged, questions are welcomed, and thoughtful analysis matters. At the conclusion of the internship, you'll present your work and key learnings to your mentor and firm leadership, showcasing the impact you've made throughout the summer.

  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 your 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.
  • Gain exposure to both public equity investing and private market strategies, building a broader understanding of the investment landscape.
  • By the end of the summer, you'll have developed a deeper understanding of how investment research translates into portfolio decisions.
  • More importantly, you'll gain practical experience analyzing opportunities, synthesizing information, and communicating investment ideas in a professional setting.

  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.
  • Enjoy digging into complex questions and developing thoughtful conclusions supported by evidence.
  • Communicate clearly and effectively, both in writing and in conversation.
  • Are highly organized, detail-oriented, and able to manage priorities independently while collaborating with a team.
  • Demonstrate integrity, dependability, and respect for confidential information.

  Skills

  • Have proficiency in Microsoft Excel, PowerPoint, and Word, along with a willingness to learn new tools