Mindrift
Writing and Editing
SeniorPortfolioManagerFreelanceAITrainer
“Senior Portfolio Manager - Freelance AI Trainer at Mindrift. Skills: Portfolio management, Tax-loss harvesting, Investment Policy Statement. Design and evaluate scenarios. Write and grade underperformance explanation tasks”
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, Practical knowledge of the wash-sale rule, Investment Policy Statement literacy, Prospectus and fact-sheet reading discipline, Excel modeling competence, FINRA Series 7, 65, or 66 license, written English (C1+)
Nice to Have
CFA charterholder status or comparable credentials, CFA charterholder, CFP, CPWA, CIMA, CIPM credential
What You'll Do.
Design and evaluate scenarios
Write and grade underperformance 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
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