Part-Time Portfolio Manager (Project-Based)

Explore more jobs; Kuwait; On-site; KWD 13,000 - 21,000; Full time

Job description

Industry Financial Modeling and Analytics

Participation is project-based, not permanent employment.

What this opportunity involves

While each project involves unique tasks, contributors may:

• 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.

What we look for

This opportunity is a good fit for professionals with a background in investment management, financial advisory, or broader financial services who are open to part-time, non-permanent projects.

• 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 & management or adjacent roles;
• Practical knowledge of portfolio performance analysis, tax-lot accounting, wash-sale rules, and Investment Policy Statement literacy;
• a CFA, CFP, CPWA, CIMA, or CIPM credential is a strong positive signal;
• Strong written English (C1+).

Project time expectations

For this project, tasks are estimated to require around 10–20 hours per week during active phases, based on project requirements.

Compensation

On this project, contributors can earn up to $50 per hour equivalent , depending on their level and pace of contribution.

Compensation varies across projects depending on scope, complexity, and required expertise.