Portfolio Manager - Freelance AI Trainer

9 hours, 54 minutes ago
Part-time
Junior
Finance and Accounting
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

Description

  • Design and evaluate quarterly business review scenarios involving performance versus benchmark, allocation drift, and fund document changes.
  • Create rebalancing and tax-loss harvesting test cases covering cost basis, capital gains, and wash-sale rule application.
  • Develop suitability check cases assessing risk tolerance, time horizon, prohibited holdings, and concentration limits against an Investment Policy Statement.
  • Construct fee-stack analysis cases comparing portfolio expenses, advisory fees, and all-in costs against category benchmarks.
  • Document test cases clearly with verified calculations, policy citations, and correct answers.
  • Participate in project-based AI tasks during active project phases.
  • Complete qualification steps and assigned tasks through the platform workflow.

Requirements

  • Please submit your CV in English and indicate your level of English proficiency.
  • Degree in Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, or a related field.
  • 2+ years of experience in finance, investment, accounting, or financial services.
  • Current or recent experience in advisory, management, or adjacent roles.
  • Practical knowledge of portfolio performance analysis, tax-lot accounting, wash-sale rules, and Investment Policy Statements.
  • CFA, CFP, CPWA, CIMA, or CIPM certification is a strong positive signal.
  • Strong written English proficiency at C1 level or higher.
  • Open to part-time, non-permanent, project-based work.
  • Willingness to complete qualification steps before joining a project.

Benefits

  • Project-based work with leading tech companies.
  • Flexible part-time workload of around 10–20 hours per week during active phases.
  • Compensation of up to $60 per hour equivalent, depending on contribution level and pace.
  • Opportunity to work on AI testing, evaluation, and improvement projects.
  • Payment provided upon completion of tasks within the project workflow.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Program Controls Analyst

Voyager Life Sciences Tools & Services

Voyager Technologies is hiring a Program Controls Analyst in San Diego to support cost-schedule integration, program planning, and performance management across aerospace, defense, and commercial programs.

ERP NetSuite SAP
9 hours, 39 minutes ago

Project Controls Analyst

BRPH 251-1K Professional Services

BRPH is seeking a Project Controls Analyst to support project managers and business unit leaders with financial tracking, scheduling, and compliance across complex client projects.

9 hours, 54 minutes ago

Remote Senior Analyst (Underwriting - Real Estate Investments)

Uptalent 11-50 Construction & Engineering

Senior Analyst role at a real estate investment and development company focused on underwriting, financial modeling, deal analysis, and support for acquisition and capital-raising activities.

9 hours, 54 minutes ago

Program Controls Analyst

Voyager Life Sciences Tools & Services

Voyager Technologies is seeking a Program Controls Analyst in San Diego, CA to support cost-schedule integration, program planning, and performance management across defense, NASA, and commercial contracts.

ERP NetSuite SAP
10 hours, 9 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers