Portfolio Manager - Freelance AI Trainer

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

• A background in investment management, financial advisory, or broader financial services.
• Open to part-time, non-permanent projects.
• 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+).

How It Works

Apply → Pass qualification(s) → Join a project → Complete tasks → Get paid

Project Time Expectations

Tasks are estimated to require around 10-20 hours per week during active phases, based on project requirements. This is an estimate, not a guaranteed workload, and applies only while the project is active.

Compensation

On this project, contributors can earn up to $60 per hour equivalent, depending on their level and pace of contribution. Compensation varies across projects depending on scope, complexity, and required expertise.