Portfolio Management Analyst

Portfolio Management Analyst (AI Training)

About the Role

What if your expertise in portfolio construction and investment analysis could directly influence how AI reasons about financial markets? We're looking for Portfolio Management Analysts to evaluate AI-generated investment workflows, allocation decisions, and risk frameworks — helping ensure that AI systems think like seasoned investment professionals.

This is a fully remote, flexible contract role designed for experienced finance professionals who want to apply their knowledge in a cutting-edge AI context.

• Organization: Alignerr
• Type: Hourly Contract
• Location: Remote
• Commitment: Flexible hours, work on your own schedule

What You'll Do

• Evaluate AI-generated portfolio strategies, asset allocation rationales, and construction logic for accuracy and soundness
• Review risk management approaches, diversification frameworks, and hedging strategies
• Assess the quality and completeness of buy/hold/sell decision reasoning
• Identify gaps, inconsistencies, or weak justifications in portfolio narratives
• Provide structured, detailed feedback using evaluation rubrics
• Support recurring assessment tasks across a variety of portfolio types and investment contexts
• Work independently and asynchronously on task-based assignments

Who You Are

Required

• Hands-on experience in portfolio management, investment research, or wealth management
• Strong working knowledge of asset classes, diversification strategies, and risk metrics (e.g., Sharpe ratio, VaR, beta)
• Ability to critically evaluate investment reasoning and identify logical weaknesses
• Clear, organized analytical writing — you can articulate complex financial concepts concisely
• Self-motivated and reliable when working independently

Nice to Have

• Familiarity with institutional portfolio management frameworks (e.g., endowment model, liability-driven investing)
• CFA designation or equivalent professional qualification
• Background in quantitative analysis, factor investing, or multi-asset strategies
• Experience with investment policy statements or mandate compliance reviews

Why Join Us

• Work on cutting-edge AI projects alongside leading financial and research institutions
• Fully remote and flexible — work when and where it suits you
• Freelance autonomy with the structure of meaningful, task-based work
• Apply deep domain expertise in a novel and impactful way
• Contribute to AI development that shapes how technology understands financial decision-making
• Potential for ongoing work and contract extension as new projects launch