Investment Writing Analyst

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 based on evidence, helping investors and financial advisors understand substitution options, relative performance, and what each fund truly contributes to portfolio returns. 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. Research is fully independent, with commercial relationships never influencing rankings, conclusions, or which funds are surfaced. The company’s mission is to give better investment products a fair chance to win.
Role Description
The Investment Writing Analyst internship is a remote role focused on translating quantitative fund research into clear, investor-ready content. Day-to-day responsibilities include reviewing empirical research outputs, drafting investment commentaries, and writing analytical pieces that explain fund rankings, portfolio substitution analysis, and performance drivers in accessible language. The analyst will collaborate with research and product teams to develop briefs for financial advisors and asset managers, create structured summaries of complex investment findings, and support the preparation of educational materials, white papers, and thought-leadership articles. The role also involves checking data references for accuracy, ensuring consistent messaging across content, and proposing content ideas based on ongoing research themes and market developments.
Qualifications
Strong foundation in investments and portfolio management, with the ability to interpret fund characteristics and portfolio construction concepts.
Robust analytical skills and experience applying finance concepts, including comfort working with empirical research and data-driven insights.
Exposure to financial modeling and quantitative analysis methods relevant to evaluating ETFs, mutual funds, and portfolio alternatives.
Clear, concise writing skills and the ability to explain complex financial topics to both professional and informed retail audiences.
Working toward or holding a degree in Finance, Economics, Statistics, Mathematics, or a related field; progress toward CFA or similar credential is a plus.
Proficiency with spreadsheets and data tools (e.g., Excel, Google Sheets; familiarity with Python, R, or SQL is beneficial).
High attention to detail, strong organization, and the ability to manage multiple research and writing tasks in a remote environment.
Demonstrated interest in capital markets, asset management, and evidence-based investing; prior internship or project experience is advantageous.

Work arrangement
Yes