<p><strong>Please submit your CV in English and indicate your level of English proficiency. </strong></p><p><a href="https://himalayas.app/companies/mindrift">Mindrift</a> 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.</strong></p><h3>What this opportunity involves</h3><p>While each project involves unique tasks, contributors may:</p><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>Create rebalancing and tax-loss harvesting test cases involving cost basis, short-term vs. long-term capital gains, and wash-sale rule application;</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>Construct fee-stack analysis cases: portfolio-weighted expense ratios, advisory fees, and all-in cost comparisons against category benchmarks;</li><li>Document test cases clearly with verified calculations, policy citations, and correct answers.</li></ul><h3>What we look for</h3><p>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:</p><ul><li>Degree in Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, or any related field;</li><li>2+ years of finance, investment, accounting, or financial services experience;</li><li>Current or recent experience in advisory &amp; management or adjacent roles;</li><li>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;</li><li>Strong written English (C1+).</li></ul><h3>How it works </h3><p>Apply → Pass qualification(s) → Join a project → Complete tasks → Get paid</p><h3>Project time expectations </h3><p>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. </p><h3>Compensation </h3><p>On this project, contributors can earn up to <strong>$50 per hour equivalent</strong>, depending on their level and pace of contribution. </p><p>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.</p><p>Originally posted on <a href="https://himalayas.app">Himalayas</a></p>