Gen AI Investment Research

Company Description
PortfolioFuture is an independent fund discovery and intelligence company focused on empirical research into ETFs and mutual funds. The firm evaluates, ranks, and analyzes funds to help investors and financial advisors compare portfolio alternatives and understand the true drivers of investable returns. PortfolioFuture also supports asset managers by connecting independent fund research with portfolio and ownership insights to highlight credible competitive positions and meaningful distribution opportunities. Its work is strictly research-driven; commercial relationships do not influence rankings, substitution outcomes, or research conclusions. The company’s mission is to ensure that better investment products have a fair opportunity to win.
Role Description
This remote internship role in Gen AI Investment Research focuses on applying generative AI and data-driven techniques to enhance fund and portfolio intelligence. Day-to-day responsibilities may include gathering and cleaning financial and portfolio data, using AI tools to analyze fund characteristics and performance, and assisting in the development of models or workflows that support fund substitution and relative performance research. The intern will help summarize complex findings into clear internal notes or draft materials for future client-facing content, and collaborate with the team to test and refine AI-driven research methods. This is a structured internship role with opportunities to learn about empirical fund research, portfolio analysis, and the practical application of generative AI in investment decision support.
Qualifications
Strong analytical and quantitative skills, with familiarity in statistics, econometrics, or data analysis.
Experience or coursework in finance, investments, or portfolio management, including ETFs and mutual funds.
Foundational skills in programming or data tools (e.g., Python, R, SQL, or similar) for working with structured datasets.
Interest in and exposure to generative AI or machine learning tools (e.g., large language models, AI-assisted research workflows).
Ability to synthesize complex research into clear written summaries and visualizations for internal and external audiences.
Detail-oriented mindset, strong problem-solving abilities, and comfort working independently in a remote setting.
Current enrollment in or recent completion of a degree program in finance, economics, data science, computer science, statistics, or a related field.
Curiosity about empirical research, commitment to independent thinking, and alignment with an evidence-based approach to investing.

Work arrangement
Yes