RemoteLeaf Logo
Log in Sign up

Portfolio Manager - Freelance AI Trainer

22 hours, 7 minutes ago
Japan, New Zealand, Singapore, South Korea
Part-time
Junior
Financial Analyst
Finance and Accounting
Statistics
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 195

Description

  • Design and evaluate quarterly business review scenarios, including performance versus benchmark and allocation drift against IPS tolerance bands.
  • Create rebalancing and tax-loss harvesting test cases covering cost basis, capital gains, and wash-sale rule application.
  • Develop suitability check cases for 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 with verified calculations, policy citations, and correct answers.
  • Work on project-based tasks during active project phases rather than in a permanent role.

Requirements

  • Please submit your CV in English and indicate your level of English proficiency.
  • A 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.
  • A CFA, CFP, CPWA, CIMA, or CIPM credential is a strong positive signal.
  • Strong written English at C1 level or higher.
  • Open to part-time, non-permanent, project-based work.
  • Availability for approximately 10–20 hours per week during active project phases.

Benefits

  • Up to $50 per hour equivalent, depending on level and pace of contribution.
  • Project-based opportunities with leading tech companies.
  • Estimated workload of 10–20 hours per week during active phases.
  • Opportunity to be paid after completing qualification steps and project tasks.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Gotham Enterprises

Mental Health Counselor Supervisor

Gotham Enterprises 51-250 Professional Services

Gotham Enterprises Ltd is seeking a licensed Mental Health Counselor Supervisor in Colorado to provide clinical supervision and professional support to mental health clinicians through its Find a Supervisor platform.

United States Full-time Senior Training Specialist
$208k-$520k
22 hours, 22 minutes ago
Gotham Enterprises

Mental Health Counselor Supervisor

Gotham Enterprises 51-250 Professional Services

Gotham Enterprises Ltd is seeking a Texas-based Mental Health Counselor Supervisor to provide structured clinical supervision and support the professional development of developing mental health clinicians through its Find a Supervisor platform.

United States Full-time Senior Training Specialist
$208k-$520k
22 hours, 22 minutes ago
charity: water

Program Finance Contractor (Part-Time, Remote - African Continent or Global)

charity: water 51-250 Diversified Consumer Services

charity: water is hiring a part-time remote Program Finance contractor to support grants audit, compliance, and misconduct oversight for its Water Programs team.

Kenya Anywhere Africa Contract Senior Financial Analyst Program Manager
$83k-$108k
Salesforce
22 hours, 37 minutes ago
S

Clinical Diabetes Specialist- New Orleans

Sequel Med Tech, LLC. 201-500 Medical Equipment Manufacturing

Sequel Med Tech is hiring a Clinical Diabetes Specialist in the New Orleans territory to launch its twiist Automated Insulin Delivery system by delivering clinical education, product training, and account support that drive adoption and sustained use.

United States Full-time Senior Sales Representative Training Specialist
$141k-$161k
22 hours, 37 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