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Mindrift

Apply → Pass qualification(s) → Join a project → Complete tasks → Get paid. Project time expectations: Tasks are estimated to require around 10–20 hours per week during active phases, based on project requirements; This is an estimate, not a guaranteed workload, and applies only while the project is active. Note: Rates vary based on expertise, skills assessment, location, project needs, and other factors. Higher rates may be offered to highly specialized experts. Lower rates may apply during onboarding or non-core project phases. Payment details are shared per project.

Senior Portfolio Manager - Freelance AI Trainer

Location

United States

Posted

3 days ago

Salary

$60 / hour

Seniority

Lead

No structured requirement data.

Job Description

Senior Portfolio Manager - Freelance AI Trainer

Mindrift

Role Description 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. What this opportunity involves: - Design and evaluate Quarterly Business Review scenarios — performance vs. benchmark, allocation drift against IPS tolerance bands, and material fund document changes; - Write and grade underperformance explanation tasks where the correct answer is grounded strictly in fund documents, with no projections beyond what the manager's commentary actually states; - Create rebalancing test cases with full tax-impact math: cost basis, short-term vs. long-term capital gains, and alternatives to selling (redirecting contributions); - Build tax-loss harvesting scenarios that test the wash-sale rule in both directions — including the 30-day backward window and substantially identical securities across different fund families and tickers; - Develop suitability check cases probing risk tolerance, time horizon, prohibited holdings, and concentration limits against a client's Investment Policy Statement; - Design ESG look-through scenarios where the fund label diverges from actual holdings due to subsidiary relationships or narrow exclusion methodologies; - Construct fee-stack analysis cases: portfolio-weighted expense ratios, advisory fees, all-in cost comparisons against category benchmarks; - Author goal-projection scenarios that test whether the agent uses assumption-based language and never slips into commitment language when prompted to be reassuring; - Document test cases clearly with verified calculations, policy citations, and correct answers. Qualifications - Degree in Finance, Economics, Business Administration, Accounting, or related field — or equivalent professional experience; no specific degree is required if CFA charterholder status or comparable credentials are present; - 3+ years of experience managing portfolios or writing investment research in a fiduciary context (RIA, private wealth, asset management, family office, or bank trust); - Ability to compute time-weighted returns, attribution effects (Brinson framework), and portfolio-weighted expense ratios without assistance; - Practical knowledge of the wash-sale rule applied in both directions, tax-lot accounting methods (FIFO, specific identification, HIFO), and short- vs. long-term gain treatment; - Investment Policy Statement literacy — able to identify every constraint and flag conflicts between a proposed recommendation and the IPS; - Prospectus and fact-sheet reading discipline — able to distinguish what the marketing summary says from what the legal language actually says; - Excel modeling competence: assumptions in named cells, performance attribution models, tax-impact worksheets that update correctly; - CFA charterholder, CFP, CPWA, CIMA, or CIPM credential is a strong positive signal — for this agent, credentials matter more than in other projects due to the precision the work requires; - FINRA Series 7, 65, or 66 license is a baseline positive signal; its absence on someone claiming significant advisory experience is a red flag; - Strong written English (C1+). Requirements - This opportunity is a good fit for mortgage underwriters and loan origination professionals open to part-time, non-permanent projects. Benefits - For this project, tasks are estimated to require around 10–20 hours per week during active phases, based on project requirements. This is an estimate, not a guaranteed workload, and applies only while the project is active. - On this project, contributors can earn up to $60 per hour equivalent, depending on their level and pace of contribution. - Compensation varies across projects depending on scope, complexity, and required expertise. Please note that other projects on the platform may offer different earning levels based on their requirements.

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