Description
Please submit your CV in English and indicate your level of English proficiency.
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 & 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+).

How it works
Apply → Pass qualification(s) → Join a project → Complete tasks → Get paid

Project time expectations
For t

📌 Portfolio Manager (España)
🏢 Mindrift
📍 España