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Senior Portfolio Manager - Freelance AI Trainer

6 hours, 4 minutes ago
United States
Part-time
Senior
AI (Artificial Intelligence)
Artificial Intelligence and Machine Learning
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
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Description

  • Design and evaluate quarterly business review scenarios involving benchmark performance, allocation drift, and fund document changes.
  • Write and grade underperformance explanation tasks based strictly on fund documents and manager commentary.
  • Create rebalancing test cases that include full tax-impact calculations and alternatives to selling positions.
  • Build tax-loss harvesting scenarios that test the wash-sale rule across different fund families and tickers.
  • Develop suitability check cases that assess risk tolerance, time horizon, prohibited holdings, and concentration limits against an IPS.
  • Design ESG look-through scenarios where fund labels differ from underlying holdings.
  • Construct fee-stack analysis cases covering expense ratios, advisory fees, and all-in cost comparisons against benchmarks.
  • Author goal-projection scenarios that test careful assumption-based language and avoid commitment language.
  • Document test cases with verified calculations, policy citations, and correct answers.
  • Participate in project-based tasks to support testing, evaluation, and improvement of AI systems.

Requirements

  • Please submit your CV in English and indicate your level of English proficiency.
  • This is a project-based opportunity and not permanent employment.
  • Degree in Finance, Economics, Business Administration, Accounting, or a related field, or equivalent professional experience.
  • No specific degree is required if you hold CFA charterholder status or comparable credentials.
  • 3+ years of experience managing portfolios or writing investment research in a fiduciary context.
  • Ability to compute time-weighted returns, attribution effects using the Brinson framework, and portfolio-weighted expense ratios without assistance.
  • Practical knowledge of the wash-sale rule, tax-lot accounting methods such as FIFO, specific identification, and HIFO, and short- versus long-term gain treatment.
  • Ability to read an Investment Policy Statement and identify constraints and conflicts with proposed recommendations.
  • Experience reading prospectuses and fact sheets to distinguish marketing summaries from legal language.
  • Excel modeling competence, including assumptions in named cells, performance attribution models, and tax-impact worksheets that update correctly.
  • CFA, CFP, CPWA, CIMA, or CIPM credential is a strong positive signal.
  • FINRA Series 7, 65, or 66 license is a baseline positive signal.
  • Strong written English at C1+ level.
  • Mortgage underwriters and loan origination professionals are a good fit for this opportunity.

Benefits

  • Earn up to $60 per hour equivalent, depending on level and pace of contribution.
  • Estimated workload of around 10–20 hours per week during active project phases.
  • Flexible project-based work rather than permanent employment.
  • Opportunity to choose from project-based AI tasks across different scopes and complexity levels.

Interested in this position?

Apply directly on the company website

Apply Now

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