Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

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.

Responsibilities

• Design and evaluate Quarterly Business Review scenarios, including performance vs. benchmark, allocation drift against IPS tolerance bands, and material fund document changes.
• Write and grade underperformance explanation tasks grounded strictly in fund documents.
• Create rebalancing test cases with full tax-impact math, including cost basis, capital gains, and alternatives to selling.
• Build tax-loss harvesting scenarios testing the wash-sale rule and substantially identical securities.
• Develop suitability check cases probing risk tolerance, time horizon, prohibited holdings, and concentration limits against an Investment Policy Statement.
• Design ESG look-through scenarios where fund labels diverge from actual holdings.
• Construct fee-stack analysis cases, including expense ratios, advisory fees, and all-in cost comparisons.
• Author goal-projection scenarios testing agent language for assumption-based vs. commitment-based statements.
• Document test cases clearly with verified calculations, policy citations, and correct answers.

Requirements

• Mortgage underwriters and loan origination professionals open to part-time, non-permanent projects.
• Ability to compute time-weighted returns, attribution effects, and portfolio-weighted expense ratios without assistance.
• Practical knowledge of the wash-sale rule, tax-lot accounting methods, and short- vs. long-term gain treatment.
• Investment Policy Statement literacy to identify constraints and conflicts.
• Prospectus and fact-sheet reading discipline to distinguish marketing summaries from legal language.
• Excel modeling competence, including assumptions in named cells, performance attribution models, and tax-impact worksheets.
• FINRA Series 7, 65, or 66 license is a baseline positive signal; its absence on someone claiming significant advisory experience is a red flag.

Skills

• English proficiency
• Written English (C1+)

Work Type

• Project-based
• Part-time

Experience Level

• 3+ years of experience managing portfolios or writing investment research in a fiduciary context (RIA, private wealth, asset management, family office, or bank trust)

Education Level

• Degree in Finance, Economics, Business Administration, Accounting, or related field — or equivalent professional experience
• CFA charterholder status or comparable credentials

Salary/Compensations

• Up to $60 per hour equivalent

About the Company

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