AI Investment Writing Analyst

• Company Description
• PortfolioFuture is an independent fund discovery and intelligence company focused on empirical research to evaluate and rank ETFs and mutual funds. The organization helps investors and financial advisors understand fund substitution, relative performance, and the true drivers of investable returns in portfolio construction. For asset managers, PortfolioFuture connects independent fund research with portfolio and ownership intelligence to highlight where products can credibly compete and where distribution opportunities exist. The company operates with strict research independence; commercial relationships do not influence rankings, conclusions, or the visibility of specific funds. PortfolioFuture is committed to giving better investment products a fair chance to win.

• Role Description
• The AI Investment Writing Analyst internship is a remote role focused on transforming complex quantitative and qualitative fund research into clear, accurate, and engaging written content. On a day-to-day basis, the analyst will interpret research outputs, draft investment insights, and help explain fund rankings, substitution analysis, and performance decomposition in accessible language for advisors, investors, and asset managers. The role involves collaborating with research and product teams to understand methodologies, structuring content for different formats (such as reports, briefs, and web pages), and refining drafts based on feedback and data updates. The analyst will also support the development of knowledge resources that communicate how independent research drives portfolio decisions and distribution strategies. This is an internship position designed for individuals interested in combining analytical thinking, investment knowledge, and writing skills in a fully remote environment.

Qualifications

• Strong analytical and quantitative skills, with the ability to interpret investment research, performance metrics, and fund rankings.
• Clear, concise investment writing skills, including the ability to explain complex concepts to non-specialist audiences.
• Familiarity with ETFs, mutual funds, portfolio construction, and basic capital markets concepts.
• Comfort working with data-driven tools, AI-assisted analysis, and technology-based workflows.
• Attention to detail, including careful review of data, assumptions, and written outputs for accuracy and consistency.
• Ability to work independently in a remote setting, manage deadlines, and communicate effectively with distributed team members.
• Enrollment in or completion of studies in finance, economics, data science, mathematics, statistics, or a related field is preferred.
• Demonstrated interest in investment research, financial technology, or evidence-based portfolio design is a plus.