Portfolio Manager - Freelance AI Trainer

Mindrift • Austin, TX

1d

About The Position

Mindrift connects specialists with project-based AI opportunities for leading tech companies, focused on testing, evaluating, and improving AI systems. Participation is project-based, not permanent employment.

Requirements

• 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
• Strong written English (C1+)

Nice To Haves

• A CFA, CFP, CPWA, CIMA, or CIPM credential is a strong positive signal

Responsibilities

• 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

Benefits

• Project-based opportunities
• Work with leading tech companies
• Focus on testing, evaluating, and improving AI systems

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level