Portfolio Manager for AI Model Evaluation

Role Overview

As a Portfolio Management Expert, you will collaborate with researchers to enhance the performance of AI models in the finance sector. Your expertise in asset allocation, portfolio construction, rebalancing strategies, and performance attribution will be pivotal in evaluating and training AI systems. This role offers an exciting opportunity to tackle complex challenges in portfolio management and contribute to the evolution of AI in finance, with no prior AI experience required.

Key Responsibilities

• Evaluate LLM models on portfolio management topics such as asset allocation frameworks, risk-adjusted return analysis, and portfolio optimization.
• Create rubrics to assess model capabilities on tasks like performance attribution, benchmark comparison, factor analysis, and rebalancing decisions.
• Collaborate with AI researchers and fellow finance experts to shape training methods, evaluation strategies, and benchmarks.

Qualifications

• 2+ years of experience in Portfolio Management (e.g., mutual funds, hedge funds, pension funds, endowments, or wealth management).
• Strong grasp of modern portfolio theory, asset allocation, risk management frameworks, and investment performance measurement.
• Excellent English written communication skills.

Bonuses (Not at All Necessary)

• CFA (Level I/II/III), CAIA, or MBA in Finance.

Work Terms

• Commitment: Flexible, 10, 30 hours per week.
• Duration: Approximately 1 month, with the possibility of extension based on performance and project needs.

Compensation

• Competitive hourly compensation of ~$100+/hour depending on experience.

Eligibility

• Fully remote and flexible work environment.
• No prior AI experience is required.