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Portfolio Manager - Freelance AI Trainer at Mindrift
Barcelona, Catalonia, Spain - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks
Specialization
Requires a degree in Finance, Economics, or a related field with at least 2 years of experience in financial services. Strong written English (C1+) and professional certifications like CFA or CFP are highly preferred.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
Paris, Ile-de-France, France - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks
Specialization
Requires a degree in Finance, Economics, or a related field and at least 2 years of experience in financial services. Proficiency in English (C1+) and knowledge of investment management principles are essential.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
, , Uruguay - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks
Specialization
Requires a degree in Finance, Economics, or a related field with at least 2 years of experience in financial services. Strong written English (C1+) and professional certifications like CFA or CFP are highly preferred.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
, , Norway - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks
Specialization
Requires a degree in Finance, Economics, or a related field with at least 2 years of experience in financial services. Strong written English (C1+) and professional certifications like CFA or CFP are highly preferred.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
New York, New York, United States - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks
Specialization
Requires a degree in Finance, Economics, or a related field with at least 2 years of experience in financial services or investment management. Strong written English (C1+) and professional certifications like CFA or CFP are highly preferred.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
, , Costa Rica - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks, English Proficiency
Specialization
Requires a degree in Finance or a related field and at least 2 years of experience in financial services or investment management. Strong written English (C1+) and knowledge of portfolio analysis and tax rules are essential, with professional certifications like CFA or CFP being a plus.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
, , Spain - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks, English Proficiency
Specialization
Requires a degree in Finance or a related field and at least 2 years of experience in financial services or investment management. Strong written English and certifications like CFA or CFP are highly preferred.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
Valencia, Valencian Community, Spain - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks
Specialization
Requires a degree in Finance, Economics, or a related field with at least 2 years of experience in financial services. Strong written English (C1+) and professional certifications like CFA or CFP are highly preferred.
Experience Required
Minimum 2 year(s)
Optical Engineer - Freelance AI Trainer at Mindrift
, , Denmark - Full Time
Skills Needed
Optical Engineering, Physics, Numerical Simulation, Mechanics, Electromagnetism, Thermodynamics, Quantum Mechanics, Problem Design, Technical Writing, Physics Modeling, Approximation Techniques, Ai Systems Evaluation
Specialization
Requires a degree in Physics or a related field and at least two years of professional experience in research, applied work, or teaching. Candidates must possess strong written English skills and proficiency in numerical simulation methods.
Experience Required
Minimum 2 year(s)
Freelance Junior Journalist - AI Trainer at Mindrift
Quebec, Quebec, Canada - Full Time
Skills Needed
Journalism, Communications, Linguistics, Literature, English Proficiency, Critical Thinking, Fact Checking, Ai Training, Content Evaluation, Prompt Engineering
Specialization
Requires a Bachelor's degree in Journalism, Communications, or a related field with at least one year of professional experience. Must possess strong written English skills (C1/C2) and a stable internet connection.
Freelance Lecturer (Business Economics) at Global University Systems Medical Schools
Berlin, , Germany - Full Time
Skills Needed
Teaching, Research Supervision, Curriculum Development, Student Mentoring, Academic Assessment, English Fluency, Ms Office, Organizational Skills, Communication Skills, Social Competence, Academic Leadership, Dissertation Supervision
Specialization
A PhD or equivalent qualification with theoretical and practical expertise in Business Economics is essential. Candidates must be fluent in English (C2 level) and proficient in MS Office, with prior higher education teaching experience being desirable.
Freelance Junior Journalist - AI Trainer at Mindrift
, Texas, United States - Full Time
Skills Needed
Journalism, Communications, Linguistics, Literature, English Proficiency, Critical Thinking, Fact Checking, Ai Training, Content Generation, Prompt Engineering, Editing, Grammar
Specialization
Requires a Bachelor's degree in Journalism, Communications, or a related field and at least one year of professional experience. Must possess strong written English skills (C1/C2 level) and a stable internet connection.
Freelance Junior Journalist - AI Trainer at Mindrift
, , Finland - Full Time
Skills Needed
Journalism, Communications, Linguistics, Literature, English Proficiency, Critical Thinking, Fact Checking, Ai Training, Content Evaluation, Prompt Engineering
Specialization
Requires a Bachelor's degree in Journalism, Communications, or a related field with at least one year of professional experience. Must possess strong written English skills (C1/C2 level) and a stable internet connection.
Portfolio Manager - Freelance AI Trainer at Mindrift
, , Argentina - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks, English Proficiency
Specialization
Requires a degree in Finance, Economics, or a related field and at least 2 years of experience in financial services or investment management. Strong written English (C1+) and practical knowledge of portfolio analysis and tax rules are essential.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
, , Tunisia - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks
Specialization
Requires a degree in Finance, Economics, or a related field and at least 2 years of experience in financial services. Proficiency in English (C1+) and knowledge of investment management practices are essential.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
Birmingham, England, United Kingdom - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Rebalancing, Tax Loss Harvesting, Fee Stack Analysis, Suitability Checks
Specialization
Requires a degree in Finance, Economics, or a related field with at least 2 years of experience in financial services. Strong written English (C1+) and professional certifications like CFA or CFP are highly preferred.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
, , Japan - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks, English Proficiency
Specialization
Requires a degree in Finance, Economics, or a related field with at least 2 years of experience in financial services. Strong written English (C1+) and knowledge of portfolio analysis or certifications like CFA or CFP are highly desired.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
Chennai, tamil nadu, India - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks
Specialization
Requires a degree in Finance, Economics, or a related field and at least 2 years of experience in financial services. Proficiency in English (C1+) and knowledge of investment policy statements and tax rules are essential.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
, South Carolina, United States - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks
Specialization
Requires a degree in Finance, Economics, or a related field with at least 2 years of experience in financial services or investment management. Strong written English (C1+) and professional certifications like CFA or CFP are highly preferred.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
, , United Kingdom - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks, English Proficiency
Specialization
Requires a degree in Finance or a related field and at least 2 years of experience in financial services or investment management. Strong written English (C1+) and professional certifications like CFA or CFP are highly preferred.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
Barcelona, Catalonia, Spain -
Full Time

Start Date

Immediate

Expiry Date

29 Sep, 26

Salary

60.0

Posted On

01 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Portfolio Performance Analysis, Tax-Lot Accounting, Wash-Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee-Stack Analysis, Rebalancing, Tax-Loss Harvesting, Suitability Checks

Industry

technology;Information and Internet

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 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. Compensation On this project, contributors can earn up to $60 per hour equivalent, depending on their level and pace of contribution. 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.

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Responsibilities
Design and evaluate AI training scenarios related to portfolio management, including performance benchmarks and allocation drift. Develop test cases for tax-loss harvesting, suitability checks, and fee-stack analysis with verified calculations.
Portfolio Manager - Freelance AI Trainer at Mindrift
Barcelona, Catalonia, Spain - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks
Specialization
Requires a degree in Finance, Economics, or a related field with at least 2 years of experience in financial services. Strong written English (C1+) and professional certifications like CFA or CFP are highly preferred.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
Paris, Ile-de-France, France - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks
Specialization
Requires a degree in Finance, Economics, or a related field and at least 2 years of experience in financial services. Proficiency in English (C1+) and knowledge of investment management principles are essential.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
, , Uruguay - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks
Specialization
Requires a degree in Finance, Economics, or a related field with at least 2 years of experience in financial services. Strong written English (C1+) and professional certifications like CFA or CFP are highly preferred.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
, , Norway - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks
Specialization
Requires a degree in Finance, Economics, or a related field with at least 2 years of experience in financial services. Strong written English (C1+) and professional certifications like CFA or CFP are highly preferred.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
New York, New York, United States - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks
Specialization
Requires a degree in Finance, Economics, or a related field with at least 2 years of experience in financial services or investment management. Strong written English (C1+) and professional certifications like CFA or CFP are highly preferred.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
, , Costa Rica - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks, English Proficiency
Specialization
Requires a degree in Finance or a related field and at least 2 years of experience in financial services or investment management. Strong written English (C1+) and knowledge of portfolio analysis and tax rules are essential, with professional certifications like CFA or CFP being a plus.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
, , Spain - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks, English Proficiency
Specialization
Requires a degree in Finance or a related field and at least 2 years of experience in financial services or investment management. Strong written English and certifications like CFA or CFP are highly preferred.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
Valencia, Valencian Community, Spain - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks
Specialization
Requires a degree in Finance, Economics, or a related field with at least 2 years of experience in financial services. Strong written English (C1+) and professional certifications like CFA or CFP are highly preferred.
Experience Required
Minimum 2 year(s)
Optical Engineer - Freelance AI Trainer at Mindrift
, , Denmark - Full Time
Skills Needed
Optical Engineering, Physics, Numerical Simulation, Mechanics, Electromagnetism, Thermodynamics, Quantum Mechanics, Problem Design, Technical Writing, Physics Modeling, Approximation Techniques, Ai Systems Evaluation
Specialization
Requires a degree in Physics or a related field and at least two years of professional experience in research, applied work, or teaching. Candidates must possess strong written English skills and proficiency in numerical simulation methods.
Experience Required
Minimum 2 year(s)
Freelance Junior Journalist - AI Trainer at Mindrift
Quebec, Quebec, Canada - Full Time
Skills Needed
Journalism, Communications, Linguistics, Literature, English Proficiency, Critical Thinking, Fact Checking, Ai Training, Content Evaluation, Prompt Engineering
Specialization
Requires a Bachelor's degree in Journalism, Communications, or a related field with at least one year of professional experience. Must possess strong written English skills (C1/C2) and a stable internet connection.
Freelance Lecturer (Business Economics) at Global University Systems Medical Schools
Berlin, , Germany - Full Time
Skills Needed
Teaching, Research Supervision, Curriculum Development, Student Mentoring, Academic Assessment, English Fluency, Ms Office, Organizational Skills, Communication Skills, Social Competence, Academic Leadership, Dissertation Supervision
Specialization
A PhD or equivalent qualification with theoretical and practical expertise in Business Economics is essential. Candidates must be fluent in English (C2 level) and proficient in MS Office, with prior higher education teaching experience being desirable.
Freelance Junior Journalist - AI Trainer at Mindrift
, Texas, United States - Full Time
Skills Needed
Journalism, Communications, Linguistics, Literature, English Proficiency, Critical Thinking, Fact Checking, Ai Training, Content Generation, Prompt Engineering, Editing, Grammar
Specialization
Requires a Bachelor's degree in Journalism, Communications, or a related field and at least one year of professional experience. Must possess strong written English skills (C1/C2 level) and a stable internet connection.
Freelance Junior Journalist - AI Trainer at Mindrift
, , Finland - Full Time
Skills Needed
Journalism, Communications, Linguistics, Literature, English Proficiency, Critical Thinking, Fact Checking, Ai Training, Content Evaluation, Prompt Engineering
Specialization
Requires a Bachelor's degree in Journalism, Communications, or a related field with at least one year of professional experience. Must possess strong written English skills (C1/C2 level) and a stable internet connection.
Portfolio Manager - Freelance AI Trainer at Mindrift
, , Argentina - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks, English Proficiency
Specialization
Requires a degree in Finance, Economics, or a related field and at least 2 years of experience in financial services or investment management. Strong written English (C1+) and practical knowledge of portfolio analysis and tax rules are essential.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
, , Tunisia - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks
Specialization
Requires a degree in Finance, Economics, or a related field and at least 2 years of experience in financial services. Proficiency in English (C1+) and knowledge of investment management practices are essential.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
Birmingham, England, United Kingdom - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Rebalancing, Tax Loss Harvesting, Fee Stack Analysis, Suitability Checks
Specialization
Requires a degree in Finance, Economics, or a related field with at least 2 years of experience in financial services. Strong written English (C1+) and professional certifications like CFA or CFP are highly preferred.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
, , Japan - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks, English Proficiency
Specialization
Requires a degree in Finance, Economics, or a related field with at least 2 years of experience in financial services. Strong written English (C1+) and knowledge of portfolio analysis or certifications like CFA or CFP are highly desired.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
Chennai, tamil nadu, India - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks
Specialization
Requires a degree in Finance, Economics, or a related field and at least 2 years of experience in financial services. Proficiency in English (C1+) and knowledge of investment policy statements and tax rules are essential.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
, South Carolina, United States - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks
Specialization
Requires a degree in Finance, Economics, or a related field with at least 2 years of experience in financial services or investment management. Strong written English (C1+) and professional certifications like CFA or CFP are highly preferred.
Experience Required
Minimum 2 year(s)
Portfolio Manager - Freelance AI Trainer at Mindrift
, , United Kingdom - Full Time
Skills Needed
Portfolio Performance Analysis, Tax Lot Accounting, Wash Sale Rules, Investment Policy Statement Literacy, Financial Advisory, Investment Management, Fee Stack Analysis, Rebalancing, Tax Loss Harvesting, Suitability Checks, English Proficiency
Specialization
Requires a degree in Finance or a related field and at least 2 years of experience in financial services or investment management. Strong written English (C1+) and professional certifications like CFA or CFP are highly preferred.
Experience Required
Minimum 2 year(s)