Portfolio Manager - Freelance AI Trainer

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Overview of the Position

The position available is for a Portfolio Manager - Freelance AI Trainer at Mindrift, a company that connects specialists with project-based AI opportunities. This role focuses on testing, evaluating, and improving AI systems for leading tech companies. It is important to note that this position is not permanent; rather, it is project-based.

Responsibilities

In this role, the successful candidate will tackle various unique tasks depending on each project. Responsibilities include:

• Designing and evaluating Quarterly Business Review scenarios, which involve performance versus benchmark assessments, allocation drift checks against IPS tolerance bands, and reviewing material changes in fund documents.
• Creating rebalancing and tax-loss harvesting test cases. This involves understanding various complexities such as cost basis analysis, the distinction between short-term and long-term capital gains, and application of the wash-sale rule.
• Developing thorough suitability check cases that assess a client’s risk tolerance, time horizon, prohibited holdings, and concentration limits per the client's Investment Policy Statement.
• Constructing fee-stack analysis cases to assess portfolio-weighted expense ratios, advisory fees, and overall cost comparisons against category benchmarks.
• Documenting all test cases clearly, ensuring verified calculations, correct policy citations, and accurate answers are provided.

Required Skills and Qualifications

Candidates must possess a strong background in investment management, financial advisory, or broader financial services. The ideal profile includes:

• A degree in Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, or a related field.
• A minimum of 2+ years of experience in finance, investment, accounting, or financial services.
• Current or recent experience in financial advisory & management or related roles.
• Practical knowledge in portfolio performance analysis, tax-lot accounting, wash-sale rules, and fluency in Investment Policy Statement literacy.
• Professional designations such as CFA, CFP, CPWA, CIMA, or CIPM are viewed as strong positive qualifications.
• Proficiency in written English is a requirement, ideally at a C1+ level.

Compensation

Compensation for this freelance role can go up to $50 per hour, depending on the applicant's relevant experience and the complexity of the tasks at hand. The earning potential varies based on the scope and requirements of each specific project, indicating that other roles within the platform may offer diverse compensation ranges based on their needs.

Work Hours and Flexibility

The estimated workload for this role is approximately 10–20 hours per week during active project phases. This workload can shift based on project requirements, and it is essential to understand that this is an estimate and not a guaranteed amount of work.

Application Process

To apply for the position, candidates need to submit their CV in English and specify their level of proficiency in the language. The process typically follows these steps: applying, passing qualifications, joining a project, completing assigned tasks, and getting compensated accordingly.

Conclusion

This opportunity at Mindrift represents a fantastic chance for investment management professionals seeking flexible, project-based work in Romania. With the emphasis on strong analytical skills and financial expertise, it is a fitting role for those who enjoy working within the realm of AI and finance. This position is particularly appealing for those who prefer freelance work and have the ability to manage their schedules effectively. If you meet the qualifications and are eager to participate in an evolving field, this could be the right opportunity for you.

This job offer was originally published on himalayas.app