- Experience
- 2+ yrs
- Salary
- USD 50 – USD 50 / hour
- Openings
- 1
- Posted
- 2 weeks ago
- Work mode
- In office
- Education
- Degree in Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, or related field
- Eligibility
- Finance, investment, advisory, accounting, or broader financial services professionals who are willing to take on part-time, non-permanent project assignments and meet the language and experience expectations.
- Resume
- Required to apply
Where you'll work
Job description
Overview
Mindrift matches subject-matter experts with project-based AI work for major technology clients. The focus is on evaluating, testing, and helping improve AI systems. This is not a permanent position; participation is assigned per project.
Role Scope
Each assignment may differ, but typical work can include building and reviewing finance-related evaluation scenarios and test cases.
- Draft and assess quarterly business review scenarios, including performance against benchmarks, drift in allocations versus IPS tolerance bands, and significant changes in fund documents.
- Build rebalancing and tax-loss harvesting test cases that cover cost basis, short-term versus long-term capital gains, and the wash-sale rule.
- Prepare suitability checks that examine risk tolerance, investment horizon, restricted holdings, and concentration rules against a client’s Investment Policy Statement.
- Create fee-analysis scenarios covering portfolio-weighted expense ratios, advisory charges, and total-cost comparisons against category benchmarks.
- Record test cases in a clear format with checked calculations, policy references, and correct answers.
How the Process Works
The typical flow is: apply, complete qualification step(s), join a project, finish tasks, and receive payment.
Time Commitment
For this project, the expected workload during active periods is about 10 to 20 hours per week. This is only an estimate and is not a guaranteed number of hours. The commitment applies only while the project is live.
Compensation
Contributors on this project may earn up to the equivalent of $50 per hour, depending on experience level and speed of completion. Pay can differ from one project to another based on scope, complexity, and expertise needed.
Application Requirements
Please send your CV in English and include your English proficiency level.
Who This Suits
This opportunity is intended for professionals with experience in investment management, financial advisory, or related financial services who are open to part-time, non-permanent project work.
Additional Requirements
- A degree in Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, or a closely related subject.
- At least 2 years of experience in finance, investment, accounting, or financial services.
- Recent or current experience in advisory, portfolio management, or a similar adjacent function.
- Working knowledge of portfolio performance analysis, tax-lot accounting, wash-sale regulations, and Investment Policy Statements.
- A CFA, CFP, CPWA, CIMA, or CIPM credential is considered a strong advantage.
- Excellent written English at C1 level or above.
Notes
Participation is project-based rather than permanent employment.
Tasks are estimated at 10 to 20 hours per week while the project is active.
Compensation can reach up to the equivalent of $50 per hour on this project, but earnings may vary across other projects.