Finance Expert - Portfolio Management

xAI xAI · AI Frontier · Palo Alto, CA · Remote · Financial

This role is for a Finance Expert in Portfolio Management to provide expertise for AI model training and validation in the finance domain. Responsibilities include providing input and labels for buy-side finance projects, curating data for various investment strategies, and collaborating with technical teams to refine annotation tools and support AI task training. The role requires deep knowledge of equity and fixed income valuation, portfolio construction, risk management, and derivatives.

What you'd actually do

  1. Utilize proprietary software to provide accurate input and labels for buy-side finance projects, ensuring high-quality data for AI model training.
  2. 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.
  3. Collaborate with technical staff to support the training of new AI tasks and contribute to the development of innovative technologies.
  4. Assist in designing and improving efficient annotation tools tailored for portfolio management data.
  5. Select and analyze complex problems in portfolio management aligned with your expertise to enhance AI model performance.

Skills

Required

  • 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.

Nice to have

  • 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.

What the JD emphasized

  • institutional-grade investment expertise
  • deep knowledge of equity and fixed income valuation, portfolio construction across liquid and alternative investments, risk management, derivatives-based hedging, and performance attribution
  • sophisticated investment professionals
  • real-world portfolio management dynamics
  • buy-side finance projects
  • portfolio construction, asset allocation, security selection, risk management, performance attribution, and investment decision-making across equity, fixed income, and multi-asset strategies
  • training of new AI tasks
  • portfolio management data
  • complex problems in portfolio management