Portfolio Manager – Freelance AI Trainer

name is looking for a Portfolio Manager - Freelance AI Trainer on a contract basis in the Philippines to evaluate and enhance AI systems for leading technology companies. This is a project-based opportunity—not permanent employment—ideal for finance professionals seeking flexible, specialized work. Applicants must submit their CV in English and clearly indicate their English proficiency level.

About This Position

name connects experienced finance professionals with specialized, short-term AI evaluation projects for top technology firms. As a Portfolio Manager - Freelance AI Trainer, you'll work on contract assignments focused on testing and refining AI systems used in portfolio management contexts. Each project brings unique challenges and requires your expertise to ensure accuracy, compliance, and quality in AI-generated outputs. This is ideal for professionals with finance backgrounds who want to contribute specialized knowledge without long-term commitment.

Your Responsibilities

• Evaluate quarterly business review case studies, comparing portfolio performance against benchmarks and examining allocation shifts within Investment Policy Statement tolerance ranges and fund documentation updates
• Develop test scenarios for tax-efficient rebalancing and tax-loss harvesting, including cost basis reconciliation, capital gains classification, and wash-sale rule compliance
• Design suitability assessment cases examining risk tolerance, investment horizon, restricted holdings, and concentration limits relative to each client's Investment Policy Statement
• Build fee-analysis case studies quantifying portfolio-weighted expense ratios, advisory fees, and total cost-of-ownership comparisons against benchmark peers
• Document all test cases with transparent calculations, regulatory citations, and verified results

Skills & Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, or a related field
• Minimum 2 years of professional experience in finance, investment management, tax accounting, or financial advisory services
• Hands-on expertise with portfolio performance analysis, cost-basis tracking, wash-sale identification, and Investment Policy Statement interpretation
• Advanced written English proficiency (C1 level or higher)
• Professional credentials such as CFA, CFP, CPWA, CIMA, or CIPM are highly valued

Working at name

This contract role offers flexibility designed for finance professionals balancing other commitments. Projects typically demand 10–20 hours of work per week during active phases, though actual hours vary with project scope and requirements. Compensation is structured up to $50 per hour equivalent, determined by your expertise and contribution level; other projects on the platform may offer different rates based on their specific needs. The engagement model is straightforward: submit your application, proceed through any required assessments, join an active project, complete assigned work, and receive payment upon task completion.

Apply Today

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