Portfolio Manager - Freelance AI Trainer

Overview

This opportunity is offered by Mindrift, a platform that pairs domain experts with project-based AI work for technology companies focused on testing, assessing, and enhancing AI systems. The work is not a permanent job; it is delivered on a project basis.

Applicants are asked to submit a CV in English and clearly state their English proficiency level.

What the work may include

• Building and reviewing quarterly business review scenarios, including performance against benchmarks, allocation drift versus IPS tolerance bands, and significant changes in fund documents.
• Creating test cases for rebalancing and tax-loss harvesting, covering cost basis, short-term and long-term capital gains, and the wash-sale rule.
• Developing suitability checks that test risk tolerance, investment horizon, restricted holdings, and concentration limits against a client’s Investment Policy Statement.
• Preparing fee analysis exercises that compare portfolio-weighted expense ratios, advisory charges, and all-in costs against category benchmarks.
• Recording test cases in a clear way with checked calculations, policy references, and accurate answers.

Profile sought

This role suits professionals from investment management, financial advisory, or wider financial services backgrounds who are comfortable with part-time, non-permanent project work.

How the process works

The typical flow is: apply, complete qualification stage(s), join a project, finish the assigned tasks, and receive payment.

Time commitment

During active project phases, the expected workload is approximately 10 to 20 hours per week. This is only an estimate and not a guaranteed number of hours, and it applies only while the project is active.

Compensation

Contributors on this project may earn up to the equivalent of USD 50 per hour, depending on skill level and pace of work. Pay can differ from project to project based on scope, complexity, and required expertise.