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<strong>Please submit your CV in English and indicate your level of English proficiency. <br><br></strong>Mindrift connects specialists with project-based AI opportunities for leading tech companies, focused on testing, evaluating, and improving AI systems. <strong>Participation is project-based, not permanent employment.<br><br></strong><strong>What This Opportunity Involves<br><br></strong>While each project involves unique tasks, contributors may:<br><br><ul><li>Design and evaluate Quarterly Business Review scenarios — performance vs. benchmark, allocation drift against IPS tolerance bands, and material fund document changes;</li><li>Write and grade underperformance explanation tasks where the correct answer is grounded strictly in fund documents, with no projections beyond what the manager's commentary actually states;</li><li>Create rebalancing test cases with full tax-impact math: cost basis, short-term vs. long-term capital gains, and alternatives to selling (redirecting contributions);</li><li>Build tax-loss harvesting scenarios that test the wash-sale rule in both directions — including the 30-day backward window and substantially identical securities across different fund families and tickers;</li><li>Develop suitability check cases probing risk tolerance, time horizon, prohibited holdings, and concentration limits against a client's Investment Policy Statement;</li><li>Design ESG look-through scenarios where the fund label diverges from actual holdings due to subsidiary relationships or narrow exclusion methodologies;</li><li>Construct fee-stack analysis cases: portfolio-weighted expense ratios, advisory fees, all-in cost comparisons against category benchmarks;</li><li>Author goal-projection scenarios that test whether the agent uses assumption-based language and never slips into commitment language when prompted to be reassuring;</li><li>Document test cases clearly with verified calculations, policy citations, and correct answers<br><br></li></ul><strong>What We Look For<br><br></strong>This opportunity is a good fit for mortgage underwriters and loan origination professionals open to part-time, non-permanent projects. Ideally, contributors will have:<br><br><ul><li>Degree in Finance, Economics, Business Administration, Accounting, or related field — or equivalent professional experience; no specific degree is required if CFA charterholder status or comparable credentials are present;</li><li>3+ years of experience managing portfolios or writing investment research in a fiduciary context (RIA, private wealth, asset management, family office, or bank trust);</li><li>Ability to compute time-weighted returns, attribution effects (Brinson framework), and portfolio-weighted expense ratios without assistance;</li><li>Practical knowledge of the wash-sale rule applied in both directions, tax-lot accounting methods (FIFO, specific identification, HIFO), and short- vs. long-term gain treatment;</li><li>Investment Policy Statement literacy — able to identify every constraint and flag conflicts between a proposed recommendation and the IPS;</li><li>Prospectus and fact-sheet reading discipline — able to distinguish what the marketing summary says from what the legal language actually says;</li><li>Excel modeling competence: assumptions in named cells, performance attribution models, tax-impact worksheets that update correctly;</li><li>CFA charterholder, CFP, CPWA, CIMA, or CIPM credential is a strong positive signal — for this agent, credentials matter more than in other projects due to the precision the work requires;</li><li>FINRA Series 7, 65, or 66 license is a baseline positive signal; its absence on someone claiming significant advisory experience is a red flag;</li><li>Strong written English (C1+)<br><br></li></ul><strong>How It Works<br><br></strong>Apply → Pass qualification(s) → Join a project → Complete tasks → Get paid<br><br><strong>Project time expectations <br><br></strong>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.<br><br><strong>Compensation<br><br></strong>On this project, contributors can earn up to <strong>$60 per hour equivalent</strong>, depending on their level and pace of contribution.<br><br>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.
