Portfolio Manager

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, focused on testing, evaluating, and improving AI systems. 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. Ideally, contributors will have:

• 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; a CFA, CFP, CPWA, CIMA, or CIPM credential is a strong positive signal;

Project time expectations

For this project, tasks are estimated to require around 10–20 hours per week during active phases, based on project requirements. This is an estimate, not a guaranteed workload, and applies only while the project is active.

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. Please note that other projects on the platform may offer different earning levels based on their requirements.