Portfolio Manager and AI Integration Lead

Institute of Project Management; San Francisco (CA); Hybrid; USD 200,000 - 250,000; Part time

Job summary

A leading project management institute is searching for a Portfolio Manager and AI Integration Lead to design and implement innovative portfolio strategies. This role involves managing performance and risk analytics while collaborating with data scientists. The ideal candidate will have over 8 years of investment management experience, a strong track record, and excellent communication skills. This is a contract position with remote work flexibility, offering a competitive compensation rate of $150 per hour.

Qualifications

• 8+ years of experience in investment management, with at least 5+ years as a lead or co-Portfolio Manager.
• Proven track record of alpha generation with strong risk-adjusted performance.
• Expertise in portfolio optimization and factor analysis.

Responsibilities

• Design and execute portfolio strategies.
• Manage portfolio construction and risk analytics.
• Collaborate with data scientists to refine quantitative models.

Skills

Investment management experience

Portfolio optimization

Leadership skills

Communication skills

Quantitative analysis

Education

CFA or MBA

Tools

Bloomberg

FactSet

Python

R

Job description

Portfolio Manager and AI Integration Lead

Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.

Type: Contract

Compensation: $150/hour

Location: Remote

Commitment: 20–30 hours/week

Role Responsibilities

• Design and execute portfolio strategies that integrate both fundamental and AI-generated insights.
• Manage portfolio construction, optimization, and risk analytics to ensure consistent performance.
• Monitor and analyze portfolio attribution, exposures, and performance metrics across asset classes.
• Collaborate with data scientists and engineers to refine quantitative models and signals.
• Lead and mentor analysts, fostering a culture of analytical rigor and innovation.
• Communicate investment outlooks, performance updates, and strategy rationale to stakeholders.

Qualifications

Must-Have

• 8+ years of experience in investment management, including 5+ years as a lead or co-Portfolio Manager.
• Proven track record of alpha generation and strong risk-adjusted performance.
• Expertise in portfolio optimization, asset allocation, and factor analysis.
• Skilled in Bloomberg, FactSet, and portfolio analytics tools; familiarity with Python, R, or quant methods preferred.
• Exceptional leadership and communication skills; collaborative, data-driven mindset.

Preferred

• CFA, MBA, or equivalent quantitative background strongly preferred.

Application Process (Takes 20–30 mins to complete)

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.