Mindrift
Portfolio Manager - Freelance AI Trainer
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Project-Based AI & Investment Specialist – Role at Mindrift
About the Opportunity
Mindrift connects specialists with project-based AI opportunities for leading tech companies, focusing on testing, evaluating, and improving AI systems.
Key Details:
- Participation is project-based, not a permanent employment arrangement.
- Opportunities involve finance, AI integration, and policy alignment—not standard freelancing.
What This Opportunity Involves
Each project contains unique tasks. Contributors may be involved in:
AI System Testing & Policy Validation
- Design and evaluate Quarterly Business Review (QBR) scenarios covering:
- Performance vs. benchmark comparisons
- Allocation drift against IPS (Investment Policy Statement) tolerance bands
- Material fund document changes
- Create rebalancing & tax-loss harvesting test cases, addressing:
- Cost basis calculations
- Differentiation of short-term vs. long-term capital gains
- Application of wash-sale rules
- Develop suitability check cases, reviewing alignment with:
- Risk tolerance
- Time horizon criteria
- Prohibited holdings
- Concentration limits per IPS
- Construct fee-stack analysis cases, including:
- Portfolio-weighted expense ratios
- Advisory fee comparisons
- All-in cost evaluations against benchmarks
- Document test cases rigorously with:
- Verified calculations
- Policy citations
- Clear correct answers
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Requirements & Qualifications
Professional Fit
Ideal candidates are finance professionals open to project-based, non-permanent work. Preferred experience includes:
- Investment management
- Financial advisory
- Broader financial services
Education & Experience
- Degree in [Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, or related field]
- 2+ years of experience in:
- Finance
- Investment roles
- Accounting
- Financial services
- Prior advisory & portfolio management experience (or close adjacency)
- Technical familiarity with:
- Portfolio performance analysis
- Tax-lot accounting
- Wash-sale rules
- Investment Policy Statement (IPS) understanding
Certifications (Strong Signal of Qualifications)
- CFA (Chartered Financial Analyst)
- CFP (Certified Financial Planner)
- CPWA (Certified Private Wealth Advisor)
- CIMA (Chartered Institute of Management Accountants)
- CIPM (Certificate in Investment Performance Measurement)
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English Proficiency
Whilst Mindrift’s platform does not officially mandate English proficiency, applications submitted for this role must be in English and indicate a C1+ level of proficiency.
How It Works
- Apply your CV
- Pass qualification(s)
- Join a project
- Complete project tasks
- Receive payment
Project Expectations
- Time commitment: 10–20 hours per week (during active phases only; fluctuates based on project scope)
- Note: Hours are estimated and vary; workload only applies when the project is active.
Compensation
- Rate: Up to $60/hour equivalent
- Variable: Depends on project complexity, expertise, and pace
- Pro-rata: Hourly variability applies across projects; other opportunities may differ (dependent on scope and requirements).
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