At a Glance
- Tasks: Evaluate and improve AI systems through project-based tasks in finance.
- Company: Mindrift connects specialists with leading tech companies for exciting AI projects.
- Benefits: Earn up to $60 per hour, flexible hours, and gain valuable experience.
- Other info: Part-time, non-permanent role with opportunities for growth and learning.
- Why this job: Make a real impact in the AI field while working on diverse financial projects.
- Qualifications: Degree in finance or related field and 2+ years of relevant experience.
The predicted salary is between 60 - 60 £ per hour.
Please submit your CV in English and indicate your level of English proficiency. Mindrift connects specialists with project-based AI opportunities for leading tech companies, focused on testing, evaluating, and improving AI systems. Participation is project-based, not permanent employment.
What this opportunity involves:
- Design and evaluate Quarterly Business Review scenarios — performance vs. benchmark, allocation drift against IPS tolerance bands, and material fund document changes;
- Create rebalancing and tax-loss harvesting test cases involving cost basis, short-term vs. long-term capital gains, and wash-sale rule application;
- Develop suitability check cases probing risk tolerance, time horizon, prohibited holdings, and concentration limits against a client's Investment Policy Statement;
- Construct fee-stack analysis cases: portfolio-weighted expense ratios, advisory fees, and all-in cost comparisons against category benchmarks;
- Document test cases clearly with verified calculations, policy citations, and correct answers.
What we look for:
- Degree in Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, or any related field;
- 2+ years of finance, investment, accounting, or financial services experience;
- Current or recent experience in advisory & management or adjacent roles;
- Practical knowledge of portfolio performance analysis, tax-lot accounting, wash-sale rules, and Investment Policy Statement literacy; a CFA, CFP, CPWA, CIMA, or CIPM credential is a strong positive signal;
- Strong written English (C1+).
How it works: Apply → Pass qualification(s) → Join a project → Complete tasks → Get paid.
Project time expectations: For this project, tasks are estimated to require around 10–20 hours per week during active phases, based on project requirements. This is an estimate, not a guaranteed workload, and applies only while the project is active.
Compensation: On this project, contributors can earn up to $60 per hour equivalent, depending on their level and pace of contribution. Compensation varies across projects depending on scope, complexity, and required expertise. Please note that other projects on the platform may offer different earning levels based on their requirements.
Portfolio Manager - Freelance AI Trainer employer: Mindrift
Mindrift is an exceptional employer for freelance professionals seeking flexible, project-based opportunities in the AI sector. With a focus on collaboration and innovation, we offer competitive compensation and the chance to work with leading tech companies, all while fostering a culture of continuous learning and professional growth. Our remote work environment allows you to balance your career with personal commitments, making it an ideal choice for those looking to make a meaningful impact in the field of AI.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager - Freelance AI Trainer
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Mindrift for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Portfolio Manager - Freelance AI Trainer
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Mindrift. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Mindrift. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Mindrift
✨Show Off Your Financial Savvy
When you're talking with Mindrift, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Mindrift.
