Portfolio Manager - Freelance AI Trainer

Remote Solely2–5 yrsPart-time

Responsibilities

Design and evaluate AI test cases for portfolio management, including QBR scenarios, rebalancing, and suitability checks. Document verified calculations and policy citations to improve AI system performance.

Requirements

Requires a degree in Finance or a related field and at least 2 years of experience in financial services. Strong written English and professional certifications like CFA or CFP are highly preferred.

Key skills

Portfolio Performance AnalysisTax-Lot AccountingWash-Sale RulesInvestment Policy Statement LiteracyFinancial AdvisoryInvestment ManagementFee-Stack AnalysisRebalancingTax-Loss HarvestingSuitability Checks

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