Investment Writing Analyst
PortfolioFuture
New York, NYFresher4d agovia LinkedIn
About the Role
The Investment Writing Analyst internship is a remote role focused on translating quantitative fund research into clear, investor-ready content.
Key Responsibilities
- Reviewing empirical research outputs.
- Drafting investment commentaries.
- Writing analytical pieces that explain fund rankings, portfolio substitution analysis, and performance drivers in accessible language.
- Collaborating with research and product teams to develop briefs for financial advisors and asset managers.
- Creating structured summaries of complex investment findings.
- Supporting the preparation of educational materials, white papers, and thought-leadership articles.
- Checking data references for accuracy.
- Ensuring consistent messaging across content.
- Proposing content ideas based on ongoing research themes and market developments.
Requirements & Tech Stack
- Proficiency with spreadsheets and data tools (e.g., Excel, Google Sheets).
- Familiarity with Python, R, or SQL is beneficial.
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.
- 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.