Part-Time Portfolio Manager – AI Project Testing

Employment

Bahrain

On-site

BHD 21,000 - 26,000

Part time

9 days ago

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Job summary

Mindrift connects specialists with project-based AI opportunities for leading tech companies, focusing on testing, evaluating, and improving AI systems. This is a part-time, project-based role rather than permanent employment.

Contributors will design and evaluate scenarios, create test cases for tax-loss harvesting and rebalancing, develop suitability checks against client policies, and document all work with precise calculations and policy citations.

Qualifications

Degree in finance, economics, business administration, accounting, mathematics, statistics, or any related field.
2+ years of finance, investment, accounting, or financial services experience.
Current or recent experience in advisory and management or adjacent roles.
Practical knowledge of portfolio performance analysis, tax-lot accounting, wash-sale rules, and Investment Policy Statement literacy; CFA, CFP, CPWA, CIMA, or CIPM credential is a strong positive signal.

Responsibilities

Design and evaluate Quarterly Business Review scenarios — performance vs. benchmark, allocation drift against IPS tolerance bands, and material fund document changes.
Create rebalancing and tax-loss harvesting test cases involving cost basis, short-term vs. long-term capital gains, and wash-sale rule application.
Develop suitability check cases probing risk tolerance, time horizon, prohibited holdings, and concentration limits against a client's Investment Policy Statement.
Construct fee-stack analysis cases: portfolio-weighted expense ratios, advisory fees, and all-in cost comparisons against category benchmarks.
Document test cases clearly with verified calculations, policy citations, and correct answers.