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Performance Analyst - Freelance AI Trainer

54 minutes ago
Anywhere
Part-time
Mid Level
AI (Artificial Intelligence)
Artificial Intelligence and Machine Learning
Apply Now
Mindrift.ai: Be the “I” in AI

Mindrift.ai: Be the “I” in AI

Join 10,000+ experts earning $15-50/hr training AI models remotely. Flexible freelance work, weekly payments. No AI experience required. Apply in 5 minutes.

Internet Software & Services
View All Jobs 57

Description

  • Design and evaluate quarterly business review scenarios covering performance versus benchmark, allocation drift against IPS tolerance bands, and material fund document changes.
  • Write and grade underperformance explanation tasks using only information grounded in fund documents and manager commentary.
  • Create rebalancing test cases that include full tax-impact calculations, capital gains treatment, and alternatives to selling such as redirecting contributions.
  • Build tax-loss harvesting scenarios that test wash-sale rules, including the 30-day backward window and substantially identical securities across fund families and tickers.
  • Develop suitability check cases for risk tolerance, time horizon, prohibited holdings, and concentration limits against a client's Investment Policy Statement.
  • Design ESG look-through scenarios where fund labels differ from actual holdings because of subsidiary relationships or narrow exclusion methodologies.
  • Construct fee-stack analysis cases covering portfolio-weighted expense ratios, advisory fees, and all-in cost comparisons against category benchmarks.
  • Author goal-projection scenarios that ensure the model uses assumption-based language rather than commitment language when being reassuring.
  • Document test cases clearly with verified calculations, policy citations, and correct answers.

Requirements

  • Strong written English at C1+ level.
  • Ability to indicate English proficiency when applying and submit a CV in English.
  • Degree in Finance, Economics, Business Administration, Accounting, or a related field, or equivalent professional experience.
  • No specific degree required if CFA charterholder status or comparable credentials are present.
  • 3+ years of experience managing portfolios or writing investment research in a fiduciary context such as an RIA, private wealth, asset management, family office, or bank trust.
  • Ability to compute time-weighted returns, attribution effects using the Brinson framework, and portfolio-weighted expense ratios without assistance.
  • Practical knowledge of the wash-sale rule in both directions, tax-lot accounting methods such as FIFO, specific identification, and HIFO, and short- versus long-term gain treatment.
  • Ability to read Investment Policy Statements and identify conflicts between recommendations and constraints.
  • Ability to distinguish marketing summaries from legal language in prospectuses and fact sheets.
  • Excel modeling competence, including assumptions in named cells, performance attribution models, and tax-impact worksheets that update correctly.
  • CFA charterholder, CFP, CPWA, CIMA, or CIPM credential is a strong positive signal.
  • FINRA Series 7, 65, or 66 license is a baseline positive signal.
  • Mortgage underwriters and loan origination professionals are a particularly good fit for this part-time, non-permanent project.
  • Ability to work on project-based, non-permanent assignments.
  • Approximately 10–20 hours per week during active phases, based on project needs.

Benefits

  • Up to $60 per hour equivalent, depending on level and pace of contribution.
  • Project-based work with the ability to join individual assignments rather than a permanent role.
  • Estimated 10–20 hours per week during active project phases.
  • Opportunities with leading tech companies through Mindrift.
  • Compensation may vary by project based on scope, complexity, and required expertise.

Interested in this position?

Apply directly on the company website

Apply Now

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