Mindrift

Writing and Editing

SeniorPortfolioManagerFreelanceAITrainer

$0–0k United States PART TIME Remote Friendly
The Brief

“Senior Portfolio Manager - Freelance AI Trainer at Mindrift. Skills: Portfolio management, Investment research, Tax-loss harvesting, Wash-sale rule. Design and evaluate scenarios. Write and grade explanation tasks”

Industry & Context.

Writing and Editing

What They're Looking For.

Must Have

3+ years of experience managing portfolios or writing investment research in a fiduciary context, Degree in Finance, Economics, Business Administration, Accounting, or related field, written English (C1+)

Nice to Have

CFA charterholder status, 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 explanation tasks

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

Free ATS check

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