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About the Role

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. Contributors will design and evaluate scenarios, write and grade explanations, 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, and document test cases.

Responsibilities

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.

Requirements

Open to part-time, non-permanent projects.
Degree in Finance, Economics, Business Administration, Accounting, or related field, or equivalent professional experience.
3+ years of experience managing portfolios or writing investment research in a fiduciary context (RIA, private wealth, asset management, family office, or bank trust).
CFA charterholder status or comparable credentials (if no specific degree is present).
CFA charterholder, CFP, CPWA, CIMA, or CIPM credential is a strong positive signal.
FINRA Series 7, 65, or 66 license is a baseline positive signal.

Skills

English proficiency (C1+)
Ability to compute time-weighted returns, attribution effects (Brinson framework), and portfolio-weighted expense ratios.
Practical knowledge of the wash-sale rule applied in both directions, tax-lot accounting methods (FIFO, specific identification, HIFO), and short- vs. long-term gain treatment.
Investment Policy Statement literacy.
Prospectus and fact-sheet reading discipline.
Excel modeling competence: assumptions in named cells, performance attribution models, tax-impact worksheets that update correctly.

Work Type

Project-based
Not permanent employment
Part-time
Non-permanent projects
Approximately 10–20 hours per week during active phases

Experience Level

3+ years of experience managing portfolios or writing investment research in a fiduciary context

Education Level

Degree in Finance, Economics, Business Administration, Accounting, or related field
Equivalent professional experience
CFA charterholder status
Comparable credentials
CFA charterholder
CFP
CPWA
CIMA
CIPM
FINRA Series 7 license
FINRA Series 65 license
FINRA Series 66 license

Salary/Compensations

Up to $60 per hour equivalent

About the Company

Mindrift connects specialists with project-based AI opportunities for leading tech companies.
Mindrift focuses on testing, evaluating, and improving AI systems.