- Experience
- 2+ yrs
- Salary
- USD 60 – USD 60 / hour
- Openings
- 1
- Posted
- 2 weeks ago
- Work mode
- In office
- Education
- Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, or related field
- Eligibility
- Open to professionals in investment management, financial advisory, or broader financial services who are willing to take on part-time, non-permanent project work.
- Resume
- Required to apply
Where you'll work
Job description
Overview
Mindrift matches subject-matter experts with project-based AI work for major technology companies. The focus is on assessing, testing, and refining AI systems. This is a project-based engagement and should not be treated as a permanent job.
Application note
Submit your CV in English and include your English proficiency level.
Project work
Depending on the assignment, contributors may be asked to complete finance-focused evaluation tasks such as:
- Building and reviewing quarterly business review scenarios, including performance versus benchmark, allocation drift against IPS tolerance limits, and meaningful changes in fund documents.
- Creating test cases for rebalancing and tax-loss harvesting, covering cost basis, short-term and long-term capital gains, and wash-sale rule handling.
- Developing suitability-check scenarios around risk tolerance, investment horizon, restricted holdings, and concentration thresholds under a client Investment Policy Statement.
- Preparing fee-stack analyses that compare portfolio-weighted expense ratios, advisory charges, and total all-in costs against category benchmarks.
- Writing test cases with clear calculations, policy references, and accurate final answers.
Profile sought
This opportunity is best suited to professionals from investment management, financial advisory, or similar financial services backgrounds who are comfortable with part-time, non-permanent project work.
Ideal candidates have a degree in Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, or a related discipline, along with at least 2 years of experience in finance, investment, accounting, or financial services. Recent or current work in advisory, portfolio management, or a related area is preferred.
Practical familiarity with portfolio performance review, tax-lot accounting, wash-sale rules, and Investment Policy Statement concepts is important. Professional credentials such as CFA, CFP, CPWA, CIMA, or CIPM are viewed positively.
Strong written English at C1 level or above is required.
How the work runs
- Apply for the opportunity.
- Complete the qualification steps.
- Join the relevant project.
- Carry out the assigned tasks.
- Receive payment for completed work.
Time commitment
During active project periods, the expected workload is around 10 to 20 hours per week. This is only an estimate and is not guaranteed; it applies solely while the project is active.
Compensation
Contributors may earn up to the equivalent of $60 per hour on this project, depending on their level and speed of contribution. Pay varies by project based on scope, complexity, and expertise required.