Portfolio Manager - Freelance AI Trainer

About the role

We are looking for a freelance Portfolio Manager to support AI training projects for leading tech companies. You will work on project‑based tasks that involve designing, testing, and documenting financial scenarios to improve AI systems that evaluate investment portfolios.

Key responsibilities

• Design and evaluate Quarterly Business Review 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 to category benchmarks.
• Document all test cases with verified calculations, policy citations, and correct answers.

Required profile

• Degree in Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, or a related field.
• Minimum 2 years of experience in finance, investment, accounting, or financial services.
• Recent experience in advisory, portfolio management, or a closely related role.
• Strong knowledge of portfolio performance analysis, tax‑lot accounting, wash‑sale rules, and Investment Policy Statement literacy.
• Professional credentials such as CFA, CFP, CPWA, CIMA, or CIPM are a strong plus.
• Excellent written English (C1 level or higher).

Required skills

What we offer

• Project‑based work with an estimated 10‑20 hours per week during active phases.
• Compensation up to $50 per hour, depending on expertise and contribution speed.
• Flexibility to work remotely on a freelance basis.