Senior Portfolio Manager Expert

$100/hr
The rate in the listing.
?
From the Ethos listing, checked Nov 4.
Listed
Today
How Ethos hiring works
Your application is a 10-minute call.
Ethos's AI interviewer asks about your career, then matches you to projects like Senior Portfolio Manager. Keep your CV open and walk through the roles and skills that fit this work.
About this role
From the Ethos listing
About This Opportunity
We're working with a leading foundational AI lab to find experienced senior portfolio managers from hedge funds and asset managers who can help train their latest language model on professional presentation and slide deck tasks.
We're looking for senior portfolio managers with 3+ years at a hedge fund, long-only manager, or multi-strategy platform to create, evaluate, and refine AI-generated presentations and slide decks across core workflows: investment pitch decks, position review one-pagers, portfolio review presentations, thesis memos with exhibits, and quarterly LP letter materials.

$100/hour
Commitment:
Flexible, 5-20 hours per week (or more if desired)

Location:

Fully remote, work on your own schedule

Start date:

ASAP

3+ years in a research or investing seat at a hedge fund or asset manager
Track record of pitching ideas via written memos and decks to a PM or investment committee
Expert-level PowerPoint and slide craftsmanship, with excellent written communication and attention to detail
How long hiring takes
Across the platforms we list, people typically hear back about a hire within

25 days
of applying.
Within 2 weeks
~30%
Within 6 weeks
~65%
Within 3 months
~85%
Prepare for the Ethos call
Ethos's AI interviewer asks about your Portfolio Manager background. These are our own practice questions for that work, not Ethos's.
How do you approach setting an asset allocation for a client with a long time horizon but low risk tolerance?
I weigh the client's stated risk tolerance more heavily than what their time horizon alone would theoretically support, since an allocation the client can't emotionally tolerate through a downturn risks them exiting at the worst possible time. A somewhat more conservative allocation the client actually sticks with often outperforms an aggressive one abandoned during a drawdown.
What's your process for rebalancing a portfolio, and how do you decide when it's actually worth doing given transaction costs?
I use threshold-based rebalancing, acting when an asset class drifts beyond a set percentage from its target, rather than rebalancing on a fixed calendar regardless of drift. This balances staying disciplined against unnecessary trading costs from over-rebalancing small deviations.
How do you evaluate whether a portfolio's risk level is appropriate, beyond just looking at its historical volatility?
I look at concentration risk and correlation between holdings, not just aggregate volatility, since a portfolio can show acceptable historical volatility while still being exposed to a specific risk that hasn't materialized yet. I also stress-test against scenarios the historical period may not have included.
What's your approach to communicating portfolio performance to a client during a period of underperformance relative to a benchmark?
I explain the specific factors behind the underperformance and whether they reflect a temporary condition or a change in the underlying thesis, rather than only presenting the number. Clients tolerate underperformance much better when they understand the reasoning than when they're just shown a disappointing figure.
Common questions
How and when does Ethos pay experts?
Within 30 days of your invoice, after a project closes. Some AI training platforms pay weekly, so plan for the longer wait.
Is Ethos regular AI training work like rating chatbot…