Freelance Portfolio Manager & AI Trainer

About the role

We are looking for a freelance Portfolio Manager who will also act as an AI trainer for project‑based initiatives. You will work remotely with leading tech companies to design, test, and evaluate AI systems that support investment‑management workflows.

Key responsibilities

• Design and evaluate Quarterly Business Review scenarios, comparing performance against benchmarks and IPS tolerance bands.
• Create test cases for rebalancing and tax‑loss harvesting, including cost‑basis calculations, 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 costs versus 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 adjacent roles.
• Strong written English (C1+).
• Professional credentials such as CFA, CFP, CPWA, CIMA or CIPM are a strong plus.

Required skills

• Portfolio performance analysis
• Tax‑lot accounting and wash‑sale rule knowledge
• Investment Policy Statement literacy

What we offer

• Project‑based work with flexible hours (estimated 10‑20 hours per week during active phases).
• Compensation up to $50 per hour, depending on expertise and contribution speed.
• Opportunity to collaborate with leading technology firms on cutting‑edge AI applications.