Portfolio Manager – Freelance AI Trainer

About the role

Mindrift is seeking experienced finance professionals to join short‑term, project‑based assignments that support AI testing and evaluation for leading tech companies. As a Freelance Portfolio Manager, you will design and document test cases that simulate real‑world investment scenarios.

Key responsibilities

• Design and evaluate Quarterly Business Review scenarios, comparing performance against benchmarks and allocation drift limits.
• Create rebalancing and tax‑loss harvesting test cases, handling cost basis, capital‑gain classifications, and wash‑sale rule applications.
• Develop suitability check cases that assess risk tolerance, time horizon, prohibited holdings, and concentration limits against client Investment Policy Statements.
• Construct fee‑stack analysis cases, calculating portfolio‑weighted expense ratios, advisory fees, and total cost comparisons to benchmarks.
• Document all test cases with verified calculations, policy citations, and correct answers.

Required profile

• Degree in Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, or related field.
• Minimum 2 years of experience in finance, investment, accounting, or financial services.
• Current or recent experience in advisory, portfolio management, or related roles.
• Practical knowledge of portfolio performance analysis, tax‑lot accounting, wash‑sale rules, and Investment Policy Statement literacy.
• Professional credentials such as CFA, CFP, CPWA, CIMA, or CIPM are a strong plus.
• Strong written English (C1+).

Required skills

• Portfolio performance analysis
• Tax‑lot accounting
• Wash‑sale rule application
• Investment Policy Statement interpretation

What we offer

• Flexible, remote work with an estimated 10‑20 hours per week during active phases.
• Compensation up to $50 per hour, based on expertise and contribution speed.
• Opportunity to work on cutting‑edge AI evaluation projects for top tech firms.