Portfolio Manager - Freelance AI Trainer

Working remotely on a part-time basis, the Portfolio Manager - Freelance AI Trainer will design and evaluate performance scenarios, create test cases for rebalancing and tax-loss harvesting, and develop suitability check cases to support project-based AI opportunities in the financial services sector. Key responsibilities Design and evaluate Quarterly Business Review scenarios and material fund document changes Create rebalancing and tax-loss harvesting test cases, including cost basis and capital gains considerations Document test cases clearly with verified calculations and policy citations Required qualifications Degree in Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, or related field 2+ years of experience in finance, investment, accounting, or financial services Current or recent experience in advisory & management or adjacent roles Practical knowledge of portfolio performance analysis and Investment Policy Statement literacy Strong written English proficiency (C1+)