Mindrift
Writing and Editing
PerformanceAnalystFreelanceAITrainer
“Performance Analyst - Freelance AI Trainer at Mindrift. Skills: Performance analysis, Tax-loss harvesting, Investment Policy Statement. Design and evaluate scenarios. Write and grade underperformance explanations”
Industry & Context.
What They're Looking For.
Must Have
Degree in Finance, Economics, Business Administration, Accounting, or related field, 3+ years of experience managing portfolios or writing investment research in a fiduciary context, Ability to compute time-weighted returns, attribution effects (Brinson framework), and portfolio-weighted expense ratios, Practical knowledge of the wash-sale rule applied in both directions, tax-lot accounting methods (FIFO, specific identification, HIFO), and short- vs. long-term gain, Investment Policy Statement literacy, Prospectus and fact-sheet reading discipline, written English (C1+)
Nice to Have
CFA charterholder status or comparable credentials, CFA charterholder, CFP, CPWA, CIMA, CIPM credential, FINRA Series 7, 65, or 66 license
What You'll Do.
Design and evaluate scenarios
Write and grade underperformance explanations
Create rebalancing test cases
Build tax-loss harvesting scenarios
Develop suitability check cases
Design ESG look-through scenarios
Construct fee-stack analysis cases
Author goal-projection scenarios
How You'll Work.
Communication Scope
English proficiency
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