Portfolio Manager - Freelance AI Trainer
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Key skills for this role
About the Role
Mindrift is seeking a freelance AI Trainer with a background in investment management to design and evaluate portfolio management scenarios, including rebalancing, tax-loss harvesting, and suitability checks.
Key Skills for This Role
Responsibilities
- Design and evaluate Quarterly Business Review scenarios — performance vs. benchmark, allocation drift against IPS tolerance bands, and material fund document changes
- Create rebalancing and tax loss harvesting test cases involving cost basis, short term vs. long term capital gains, and wash sale rule application
- Develop suitability check cases probing risk tolerance, time horizon, prohibited holdings, and concentration limits against a client's Investment Policy Statement
- Construct fee stack analysis cases: portfolio weighted expense ratios, advisory fees, and all in cost comparisons against category benchmarks
- Document test cases clearly with verified calculations, policy citations, and correct answers
Requirements
- Degree in Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, or any related field
- 2+ years of finance, investment, accounting, or financial services experience
- 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 (C1+)
Full Job Posting
Overview
- Mindrift connects specialists with project based AI opportunities for leading tech companies, focused on testing, evaluating, and improving AI systems.
- Participation is project based, not permanent employment.
- This opportunity involves designing and evaluating portfolio management scenarios for AI training.
What This Opportunity Involves
- Design and evaluate Quarterly Business Review scenarios — performance vs. benchmark, allocation drift against IPS tolerance bands, and material fund document changes.
- Create rebalancing and tax loss harvesting test cases involving cost basis, short term vs. long term capital gains, and wash sale rule application.
- Develop suitability check cases probing risk tolerance, time horizon, prohibited holdings, and concentration limits against a client's Investment Policy Statement.
- Construct fee stack analysis cases: portfolio weighted expense ratios, advisory fees, and all in cost comparisons against category benchmarks.
- Document test cases clearly with verified calculations, policy citations, and correct answers.
What We Look For
- Degree in Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, or any related field.
- 2+ years of finance, investment, accounting, or financial services experience.
- 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; a CFA, CFP, CPWA, CIMA, or CIPM credential is a strong positive signal.
- Strong written English (C1+).
Compensation
- On this project, contributors can earn up to $50 per hour equivalent, depending on their level and pace of contribution.
- Compensation varies across projects depending on scope, complexity, and required expertise.
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