Generative AI Investment Researcher

Company Description
PortfolioFuture is an independent fund discovery and intelligence company focused on empirical research into ETFs and mutual funds. The organization evaluates and ranks funds, analyzes fund substitution and relative performance, and decomposes investable returns to help investors and financial advisors understand what individual funds truly contribute to portfolios. PortfolioFuture also provides asset managers with insight into where their products have credible evidence to compete and where distribution opportunities exist based on portfolio and ownership intelligence. All research is independent, with commercial relationships having no influence on rankings, substitution results, or conclusions, ensuring a transparent and evidence-based view of the fund landscape. The company is driven by the belief that better products deserve a fair chance to win.
Role Description
This remote internship role as a Generative AI Investment Researcher focuses on applying generative AI tools to support quantitative and qualitative fund research. Day-to-day responsibilities include gathering and structuring data on ETFs and mutual funds, using AI models to generate and refine research summaries, and assisting in the analysis of fund substitution, relative performance, and return decomposition. The intern will collaborate on building and testing prompts, workflows, and prototypes that integrate AI into the research process, and document methodologies, findings, and limitations of AI-assisted analysis. The role also involves preparing internal briefs and materials for investors and asset managers, while following clear guidelines around data quality, research independence, and reproducibility.
Qualifications
Strong analytical and research skills, with the ability to interpret financial data and empirical results.
Foundational knowledge of investments and portfolio concepts (e.g., ETFs, mutual funds, performance measurement) or a demonstrated interest in learning them.
Experience or coursework in statistics, econometrics, data science, finance, economics, computer science, or a related field.
Practical familiarity with generative AI tools (e.g., large language models, prompt engineering, AI-assisted workflows) and an interest in applying them to investment research.
Proficiency with spreadsheets and basic data analysis; exposure to Python, R, or similar tools for data handling and visualization is a plus.
Clear written and verbal communication skills, with the ability to summarize complex findings for non-technical audiences.
Detail-oriented, organized, and comfortable working independently in a remote environment.
Commitment to evidence-based, independent research and willingness to question assumptions and document methodologies transparently.
Current enrollment in or recent completion of a bachelor’s or master’s program; prior internship or project experience in finance or data analysis is beneficial but not required.

Work arrangement
Yes