Data Scientist Consultant

PortfolioFuture is an investment research and analytics platform focused on ETFs, mutual funds, fund alternatives, and portfolio decisions. Our research combines quantitative analysis with investment judgment to evaluate how investment products behave, what drives their results, and whether comparable alternatives deserve further consideration.

The Role

The Data Scientist Consultant contributes to PortfolioFuture’s core investment research and analytical methodology.

The role focuses on quantitative fund analysis, portfolio construction, investment strategy research, and the empirical evaluation of investment products.

Analysts investigate ETFs and mutual funds, examine differences among economically comparable products, evaluate historical evidence, and help determine whether quantitative findings remain meaningful when considered alongside portfolio implementation and investment context.

The work may also involve research conversations with portfolio managers, strategists, ETF issuers, and investment-product teams when qualitative context is necessary to interpret quantitative results.

Responsibilities

• - Analyze ETFs and mutual funds using historical returns, benchmarks, exposures, fees, risk characteristics, and portfolio data.
• - Evaluate return similarity, tracking error, relative performance, replication results, and other quantitative evidence.
• - Investigate why economically similar investment products may produce materially different outcomes.
• - Research investment strategies, benchmarks, and portfolio construction.
• - Evaluate potential fund alternatives and the evidence supporting their comparability.
• - Research asset managers, portfolio managers, investment teams, and product lineups.
• - Develop research questions for portfolio managers and investment professionals based on empirical findings.
• - Incorporate relevant manager, strategy, and implementation information into investment analysis.
• - Examine the robustness of historical findings across periods, assumptions, and market environments.
• - Prepare research conclusions for investors, financial advisors, and investment professionals.
• - Contribute to PortfolioFuture’s research frameworks, methodologies, and analytical standards.

Qualifications

• - Strong foundation in quantitative analysis, investment research, finance, economics, statistics, mathematics, data science, or a related discipline.
• - Strong understanding of or interest in ETFs, mutual funds, portfolio construction, and financial markets.
• - Ability to investigate investment questions independently and distinguish evidence from assumption.
• - Strong analytical judgment and attention to methodological detail.
• - Ability to communicate complex findings clearly.
• - Familiarity with Python, statistical analysis, financial modeling, or quantitative research is valuable.
• - Strong written and verbal communication skills.

About PortfolioFuture

PortfolioFuture develops independent research and analytical tools for evaluating investment products and portfolio alternatives.

Our work focuses on identifying investments that deserve further attention, explaining the evidence behind that qualification, and helping investors and financial professionals make more informed portfolio decisions.