Portfolio Manager - Freelance AI Trainer
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Key skills for this role
About the Role
Mindrift connects specialists with project-based AI opportunities. This role involves designing and evaluating financial scenarios for AI training, such as portfolio performance analysis and tax-loss harvesting.
Key Skills for This Role
Responsibilities
- Design and evaluate Quarterly Business Review scenarios
- Create rebalancing and tax loss harvesting test cases
- Develop suitability check cases probing risk tolerance, time horizon, prohibited holdings, and concentration limits
- Construct fee stack analysis cases
- Document test cases clearly with verified calculations, policy citations, and correct answers
Requirements
- Degree in Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, or 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
What This Opportunity Involves
- Design and evaluate Quarterly Business Review scenarios.
- Create rebalancing and tax loss harvesting test cases.
- Develop suitability check cases.
- Construct fee stack analysis cases.
- Document test cases clearly with verified calculations.
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.
- CFA, CFP, CPWA, CIMA, or CIPM credential is a strong positive signal.
- Strong written English (C1+).
Compensation
- Contributors can earn up to $50 per hour equivalent, depending on level and pace of contribution.
How It Works
- Apply → Pass qualification(s) → Join a project → Complete tasks → Get paid.
- Tasks estimated to require around 10 20 hours per week during active phases.
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