Portfolio Manager, Part-Time Finance Analytics

Mindrift; Philippines; On-site; PHP 3,388,930 - 4,236,162; Part time

Job summary

Mindrift connects specialists with project-based AI opportunities in the Philippines. Professionals with a background in finance, investment, or financial services can earn up to $50 per hour. Responsibilities include financial analysis, tax-loss harvesting, and suitability checks based on Investment Policy Statements.

This opportunity is part-time and non-permanent, making it ideal for individuals looking for flexible project work.

Qualifications

• 2+ years of finance, investment, accounting, or financial services experience.
• Current or recent experience in advisory & management roles.
• Practical knowledge of tax-lot accounting and wash-sale rules.

Responsibilities

• Design and evaluate Quarterly Business Review scenarios.
• Create rebalancing and tax-loss harvesting test cases.
• Develop suitability check cases against client Investment Policy Statements.

Skills

Investment management

Financial advisory

Portfolio performance analysis

Risk tolerance

Strong written English (C1+)

Education

Degree in Finance, Economics, Business Administration, Accounting, Mathematics, or Statistics

Tools

CFA

CFP

CPWA

CIMA

CIPM

Job description

Mindrift connects specialists with project-based AI opportunities in the Philippines. Professionals with a background in finance, investment, or financial services can earn up to $50 per hour. Responsibilities include financial analysis, tax-loss harvesting, and suitability checks based on Investment Policy Statements.

This opportunity is part-time and non-permanent, making it ideal for individuals looking for flexible project work.