Portfolio Manager - Freelance AI Trainer
New
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MindriftFinancial Services, AI
United States. North Carolina, United States. Oklahoma, United States. Pennsylvania, United States. Virginia, United States. Florida, United StatesContractMiddle
SalaryUp to $60 per hour equivalent
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Job Details
- Languages
- English (C1+)
- Experience
- 2+ years
- Required Skills
- Financial analysis
Requirements
- Degree in Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, or related field.
- 2+ years of experience in finance, investment, accounting, or financial services.
- Current or recent experience in advisory and management or adjacent roles.
- Practical knowledge of portfolio performance analysis and tax-lot accounting.
- Knowledge of wash-sale rules and Investment Policy Statement literacy.
- Strong written English proficiency (C1+).
- CFA, CFP, CPWA, CIMA, or CIPM credential is a strong positive signal.
- Availability for 10–20 hours per week during active project phases.
Responsibilities
- Design and evaluate Quarterly Business Review scenarios regarding performance, allocation, and fund documentation.
- Create rebalancing and tax-loss harvesting test cases involving cost basis, capital gains, and wash-sale rules.
- Develop suitability check cases regarding risk tolerance, time horizon, and concentration limits.
- Construct fee-stack analysis cases, including expense ratios and advisory fee comparisons.
- Document test cases with verified calculations, policy citations, and correct answers.
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