Portfolio Manager - Freelance AI Trainer
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Key skills for this role
About the Role
Contributors will design investment scenarios, conduct performance analysis, and document findings, requiring finance expertise and strong written English skills.
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 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: 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+)
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