Freelance AI Trainer

Job Summary

To support project-based AI initiatives, the part-time Freelance AI Trainer will design and evaluate performance scenarios, create test cases for rebalancing and tax-loss harvesting, and develop suitability check cases while working remotely.

Key responsibilities

• Design and evaluate Quarterly Business Review scenarios and performance benchmarks
• Create rebalancing and tax-loss harvesting test cases involving various financial regulations
• Document test cases with verified calculations and policy citations

Required qualifications

• Degree in Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, or a related field
• 2+ years of experience in finance, investment, accounting, or financial services
• Current or recent experience in advisory and management roles
• Practical knowledge of portfolio performance analysis and Investment Policy Statement literacy
• Strong written English proficiency (C1+)