Portfolio Manager - Freelance AI Trainer

1 hour, 58 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 covering performance versus benchmark, allocation drift, and fund document changes.
  • Create rebalancing and tax-loss harvesting test cases involving 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 expense ratios, advisory fees, and all-in costs against benchmarks.
  • Document test cases with verified calculations, policy citations, and correct answers.
  • Participate in short-term, project-based AI tasks during active project phases.
  • Complete assigned tasks after passing qualification steps and joining a project.

Requirements

  • CV must be submitted in English, and applicants must indicate their level of English proficiency.
  • This is project-based, non-permanent work and is suitable for candidates open to part-time, non-employee engagements.
  • 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 Statement literacy.
  • Strong written English proficiency at C1 level or above.
  • A CFA, CFP, CPWA, CIMA, or CIPM credential is a strong plus.

Benefits

  • Earn up to $50 per hour equivalent, depending on level and pace of contribution.
  • Flexible project-based workload of around 10–20 hours per week during active phases.
  • Opportunity to work on projects for leading tech companies.
  • Project-based participation with the ability to join and complete tasks as available.

Interested in this position?

Apply directly on the company website

Apply Now

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