Portfolio Manager (Freelance, Remote)

Job summary

This role involves participating in project-based opportunities focused on testing, evaluating, and enhancing AI systems for leading tech companies. Contributors will engage in various tasks related to investment management and financial advisory.

Qualifications

• Degree in Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, or a related field.
• Minimum of 2 years of experience in finance, investment, accounting, or financial services.
• Current or recent experience in advisory and management roles or similar.
• Practical knowledge of portfolio performance analysis, tax-lot accounting, wash-sale rules, and Investment Policy Statement literacy; holding a CFA, CFP, CPWA, CIMA, or CIPM credential is advantageous.
• Strong written English proficiency (C1+).

Responsibilities

Project time expectations

Tasks are estimated to require approximately 10–20 hours per week during active project phases.

Compensation

Contributors can earn up to $60 per hour, depending on their experience and contribution pace.

• Design and evaluate Quarterly Business Review scenarios, including performance benchmarks and fund document changes.
• Create rebalancing and tax-loss harvesting test cases, considering various capital gains and tax rules.
• Develop suitability check cases assessing risk tolerance and investment limits against client policies.
• Construct fee-stack analysis cases comparing portfolio expenses and advisory fees against benchmarks.
• Document test cases with verified calculations and policy citations.