Finance Expert - Portfolio Management

We are seeking an accomplished Portfolio Manager to enhance xAI's AI models by providing institutional-grade investment expertise into our model training and validation processes.

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.