In this role, you will apply your deep knowledge of equity and fixed income valuation, portfolio construction across liquid and alternative investments, risk management, derivatives-based hedging, and performance attribution to guide the development of AI systems that serve sophisticated investment professionals.

Responsibilities:

• Utilize proprietary software to provide accurate input and labels for buy-side finance projects, ensuring high-quality data for AI model training.
• Deliver curated, high-quality data for scenarios involving portfolio construction, asset allocation, security selection, risk management, performance attribution, and investment decision-making across equity, fixed income, and multi-asset strategies.
• Collaborate with technical staff to support the training of new AI tasks and contribute to the development of innovative technologies.
• Assist in designing and improving efficient annotation tools tailored for portfolio management data.
• Select and analyze complex problems in portfolio management aligned with your expertise to enhance AI model performance.
• Interpret, analyze, and execute tasks based on evolving instructions, maintaining precision and adaptability.

Basic Qualifications:

• Professional experience in portfolio management or related fields (e.g., portfolio manager, buy-side analyst, investment strategist, risk manager, or quantitative researcher at an asset manager, pension fund, endowment, or hedge fund).
• Proficiency in reading and writing informal and professional English.
• Strong communication, interpersonal, analytical, and organizational skills.
• Excellent reading comprehension and ability to exercise autonomous judgment with limited data.
• Passion for technological advancements and innovation in portfolio management finance.

Preferred Skills and Experience:

• Relevant certification or advanced training (e.g., CFA, CAIA, or similar finance-related certification).
• Experience mentoring or training others in portfolio management or investment practices.
• Comfort with recording audio or video sessions for data collection.
• Familiarity with AI or data annotation workflows in a technical setting.

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