Portfolio Manager - Freelance AI Trainer

1 hour, 35 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, including performance versus benchmark, allocation drift, and material fund document changes.
  • Create rebalancing and tax-loss harvesting test cases covering cost basis, short-term versus long-term capital gains, and wash-sale rule application.
  • Develop suitability check cases based on risk tolerance, time horizon, prohibited holdings, concentration limits, and a client's 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.
  • Complete project-based tasks during active project phases, typically across 10–20 hours per week.

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 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.
  • Ability to work on part-time, non-permanent, project-based assignments.
  • CV must be submitted in English.
  • Indicate your level of English proficiency when applying.

Benefits

  • Up to $60 per hour equivalent compensation, depending on level and pace of contribution.
  • Project-based work with flexible participation rather than permanent employment.
  • Estimated 10–20 hours per week during active project phases.
  • Opportunity to work with leading tech companies on AI evaluation projects.
  • Payment for completed project work once tasks are finished.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Equity Research AI Specialist

Weekday 11-50 Construction & Engineering

A remote contract role for an equity research professional at one of our clients, supporting AI research by evaluating and creating financial analysis tasks for models that assess public company disclosures and investment research.

1 hour, 20 minutes ago

Risk Analyst

Pavago IT Services

Pavago is hiring a remote Risk Analyst / Risk Manager to help their client identify, assess, and mitigate enterprise, financial, operational, compliance, and cyber risks while supporting governance and strategic decision-making.

HIPAA Looker Power BI Python R SQL Tableau
1 hour, 20 minutes ago

Associate, Finance & Strategy - New Verticals

DoorDash 10K-50K Air Freight & Logistics

DoorDash’s New Verticals Finance & Strategy team is hiring an Associate to support its Grocery business by building financial models, analyzing performance, and helping guide data-driven decisions that improve growth and profitability.

SQL
1 hour, 20 minutes ago

Corporate Finance Manager

ecoATM 251-1K Industrial Conglomerates

ecoATM is hiring a Corporate Finance Manager to own balance sheet forecasting, cash flow planning, and management reporting for a high-visibility finance role supporting executive decision-making.

Power BI Tableau
1 hour, 35 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