Freelance Portfolio Manager – AI Trainer

About the role

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

Key responsibilities

• Design Quarterly Business Review (QBR) scenarios, comparing performance against benchmarks and IPS tolerance bands.
• 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 all‑in cost comparisons.
• Document each test case 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.
• Recent experience in advisory, portfolio management or adjacent roles.
• Strong knowledge of portfolio performance analysis, tax‑lot accounting, wash‑sale rules and Investment Policy Statements.
• Professional credential such as CFA, CFP, CPWA, CIMA or CIPM is a strong plus.
• Excellent written English (C1 level or higher).

Required skills

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

What we offer

• Project‑based work with flexible hours (estimated 10‑20 hours per week during active phases).
• Compensation up to $50 USD per hour, based on expertise and contribution speed.
• Opportunity to work remotely on cutting‑edge AI testing projects for top tech firms.