Investment Analyst

Portfolio Future is an independent fund discovery and intelligence company. We use empirical research to discover, evaluate, and rank ETFs and mutual funds, and identify where they can credibly compete for allocations in portfolios.

Our research connects more than 10,000 funds with institutional investors, 23,000+ advisory firms, and 400,000+ financial advisors, supporting fund discovery, portfolio analytics, and asset-manager distribution intelligence.

As an Investment Analyst
, you will research the portfolio managers, investment teams, and strategies behind the funds Portfolio Future identifies. You will engage directly with portfolio managers, CIOs, and investment professionals to evaluate investment processes, understand sources of performance, and develop independent investment research.

• Research ETF and mutual fund managers, investment teams, strategies, and investment processes.
• Analyze portfolio construction, risk management, trading, and the sources of investment performance.
• Prepare research questions using Portfolio Future's quantitative findings and fund rankings.
• Interview portfolio managers, CIOs, strategists, and investment teams to evaluate investment decisions and strategy differentiation.
• Investigate performance persistence, portfolio changes, manager capabilities, and organizational developments.
• Use large language models (LLMs) and AI to analyze investment materials, support manager due diligence, and organize research.
• Produce clear written investment research, manager evaluations, and evidence-based conclusions.

• Background in finance, economics, investment management, business, or a related field.
• Strong interest in ETFs, mutual funds, portfolio management, and investment strategies.
• Knowledge of portfolio construction, investment performance, risk, and active management.
• Strong analytical judgment, research skills, and the ability to evaluate investment decisions critically.
• Excellent written and verbal communication skills, including confidence engaging with investment professionals.
• Experience with manager research, due diligence, asset management, financial datasets, or AI research tools is a plus.

Fund Substitution identifies ETFs and mutual funds that can serve similar portfolio roles, using return similarity, relative performance, tracking error, and fees.

Fund Decomposition separates returns explained by investable market exposures from residual performance, evaluating replication quality, residual alpha, and risk.

Fund Opportunity ranks ETFs and mutual funds across four dimensions:
Similar Fund Ranking, Addressable Market, Pure Alpha, and Diversification Benefits.

Portfolio Future's research is independent. Commercial relationships do not affect which funds are surfaced, how they rank, or the conclusions reached.