Asset Manager Analyst

Company Description

PortfolioFuture is an independent fund discovery and intelligence company focused on empirical research into ETFs and mutual funds. The organization analyzes fund substitution, relative performance, and investable return decomposition to help investors and financial advisors understand how different products affect portfolios. For asset managers, PortfolioFuture combines independent fund research with portfolio and ownership data to highlight credible competitive positions and distribution opportunities. All research, rankings, and conclusions are independent of commercial relationships, ensuring objective insights and data-driven recommendations. The company is committed to giving better products a fair chance to win based on evidence rather than familiarity. Role Description The Asset Manager Analyst internship is a remote role focused on supporting research and analysis for asset managers and distribution teams. Day-to-day work includes gathering and organizing data on ETFs and mutual funds, analyzing portfolio holdings and performance metrics, and preparing concise research summaries and internal reports. The intern will assist in identifying competitive fund positioning and potential distribution opportunities based on portfolio evidence and ownership intelligence. Responsibilities may also include contributing to dashboards or presentations, documenting research methodologies, and collaborating with senior team members to refine analytical frameworks. This is an internship position and offers exposure to asset management, portfolio analytics, and independent fund research in a flexible remote environment.

Qualifications

Strong analytical and quantitative skills, including the ability to interpret performance data, risk metrics, and portfolio characteristics. Foundational knowledge of ETFs, mutual funds, asset allocation, and basic investment concepts; coursework or experience in finance, economics, or related fields is preferred. Proficiency with spreadsheets and data tools (e.g., Excel or Google Sheets), and comfort working with large data sets; familiarity with programming or statistical tools (such as Python, R, or SQL) is a plus. Clear written and verbal communication skills, with the ability to translate complex research findings into concise, structured summaries and presentations. Detail-oriented work style, strong organizational skills, and the ability to manage multiple tasks and deadlines in a remote setting. Collaborative mindset, curiosity about empirical research, and a demonstrated interest in asset management, portfolio analysis, or investment research. Working toward or having completed a bachelor’s degree in finance, economics, mathematics, statistics, business, or a related discipline.