SeniorPortfolioManager-FreelanceAITrainer

**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** While each project involves unique tasks, contributors may: * Design and evaluate Quarterly Business Review scenarios — performance vs. benchmark, allocation drift against IPS tolerance bands, and material fund document changes; * Write and grade underperformance explanation tasks where the correct answer is grounded strictly in fund documents, with no projections beyond what the manager's commentary actually states; * Create rebalancing test cases with full tax-impact math: cost basis, short-term vs. long-term capital gains, and alternatives to selling (redirecting contributions); * Build tax-loss harvesting scenarios that test the wash-sale rule in both directions — including the 30-day backward window and substantially identical securities across different fund families and tickers; * Develop suitability check cases probing risk tolerance, time horizon, prohibited holdings, and concentration limits against a client's Investment Policy Statement; * Design ESG look-through scenarios where the fund label diverges from actual holdings due to subsidiary relationships or narrow exclusion methodologies; * Construct fee-stack analysis cases: portfolio-weighted expense ratios, advisory fees, all-in cost comparisons against category benchmarks; * Author goal-projection scenarios that test whether the agent uses assumption-based language and never slips into commitment language when prompted to be reassuring; * Document test cases clearly with verified calculations, policy citations, and correct answers. **What we look for** This opportunity is a good fit for mortgage underwriters and loan origination professionals open to part-time, non-permane