Advisor Solution Analyst

Company Description
PortfolioFuture is an independent fund discovery and intelligence company focused on empirical research into ETFs and mutual funds. The team analyzes fund substitution, relative performance, and investable return decomposition to help investors and financial advisors evaluate portfolio alternatives and understand the true value that funds add. 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. Its research is fully independent, with no commercial relationships influencing rankings, conclusions, or fund coverage, supporting a mission that lets better products have a fair chance to win.
Role Description
The Advisor Solution Analyst internship is a remote role focused on supporting research and analysis for advisor-facing solutions. Day-to-day responsibilities include analyzing portfolios and funds, preparing data-driven insights for financial advisors, and assisting with the evaluation of substitution opportunities and relative performance. The intern will help translate complex analytical findings into clear, concise materials and contribute to the development of tools or frameworks that improve advisor decision-making. This internship role also involves collaborating with team members, documenting processes, and presenting findings in a structured and accessible format.
Qualifications
Candidates should possess strong Analytical Skills and Data Analytics capabilities to interpret quantitative findings and evaluate portfolios and funds.
Candidates should possess Business Analysis and Business Process skills to understand advisor workflows and support solution design and improvement.
Candidates should possess effective Communication skills to explain complex research clearly in written reports, presentations, and discussions.
Familiarity with financial markets, ETFs, and mutual funds is highly beneficial.

Work arrangement
Yes