Portfolio Manager - Freelance AI Trainer

4 hours, 22 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, including cost basis, capital gains, and wash-sale rule application.
  • Develop suitability check cases that assess risk tolerance, time horizon, prohibited holdings, and concentration limits against an Investment Policy Statement.
  • Construct fee-stack analysis cases comparing portfolio-weighted expense ratios, advisory fees, and all-in costs against category benchmarks.
  • Document test cases clearly with verified calculations, policy citations, and correct answers.
  • Work on project-based tasks during active phases, typically estimated at 10–20 hours per week.
  • Complete qualification steps and assigned project tasks within a non-permanent contributor workflow.

Requirements

  • 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 a closely related role.
  • Practical knowledge of portfolio performance analysis, tax-lot accounting, wash-sale rules, and Investment Policy Statements.
  • CFA, CFP, CPWA, CIMA, or CIPM credential is a strong positive signal.
  • Strong written English proficiency at C1 level or above.
  • Ability to work on part-time, project-based assignments rather than permanent employment.
  • Willingness to submit a CV in English and indicate English proficiency.

Benefits

  • Up to $60 per hour equivalent, depending on level and pace of contribution.
  • Project-based paid work with compensation tied to completed contributions.
  • Estimated 10–20 hours per week during active project phases.
  • Opportunity to work with leading tech companies on AI evaluation tasks.

Interested in this position?

Apply directly on the company website

Apply Now

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