Portfolio Manager - Freelance AI Trainer

Job Summary

Working remotely on a part-time basis, the Portfolio Manager - Freelance AI Trainer will design and evaluate performance scenarios, create test cases for rebalancing and tax-loss harvesting, and develop suitability check cases to support project-based AI opportunities in the financial services sector.

Key responsibilities

• Design and evaluate Quarterly Business Review scenarios and material fund document changes
• Create rebalancing and tax-loss harvesting test cases, including cost basis and capital gains considerations
• Document test cases clearly with verified calculations and policy citations

Required qualifications

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