Part-Time Portfolio Testing & Evaluation Pro

Tanqeeb; Kuwait City; Remote; KWD 13,000 - 21,000; Part time

Job summary

Mindrift connects specialists with project-based AI opportunities for leading tech companies. This role involves testing, evaluating, and improving AI systems through structured, project-based tasks.

Contributors work part-time on non-permanent projects, with 10–20 hours per week estimates during active phases. A strong background in investment management or financial services is valuable for rigorous analysis and policy documentation.

Qualifications

• Degree in finance, economics, business administration, accounting, mathematics, statistics, or related field.
• 2+ years of finance, investment, accounting, or financial services experience.
• Current or recent advisory/management experience or related roles.
• CFA, CFP, CPWA, CIMA, or CIPM credentials are a strong signal.

Responsibilities

• Design and evaluate quarterly business review scenarios: performance vs. benchmark and IPS tolerance bands.
• Create rebalancing and tax-loss harvesting test cases (cost basis, short-term vs. long-term gains, wash-sale rules).
• Develop suitability check cases testing risk tolerance, time horizon, prohibited holdings, and concentration limits per investment policy statement.
• Construct fee-stack analyses: portfolio-weighted expense ratios and all-in costs vs. benchmarks.
• Document test cases with verified calculations, policy citations, and correct answers.

Skills

Investment management

Financial advisory

Portfolio analysis

Tax-lot accounting

CFA/CFP/CPWA/CIMA/CIPM

Education

Finance or Economics degree

Tools

CFA CFP CIPM CPWA

Job description

Mindrift connects specialists with project-based AI opportunities for leading tech companies. This role involves testing, evaluating, and improving AI systems through structured, project-based tasks.

Contributors work part-time on non-permanent projects, with 10–20 hours per week estimates during active phases. A strong background in investment management or financial services is valuable for rigorous analysis and policy documentation.