Finance Expert - Portfolio Management

About xAI xAI’s mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company’s mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All employees are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates. About the Role 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. You will collaborate with technical teams to refine annotation tools and curate impactful data, ensuring our models effectively capture real-world portfolio management dynamics. This role requires adaptability, strong analytical skills, and a passion for driving innovation in a fast-paced environment. 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. Required 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 Qualifications 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. Location, Hourly & Other Expectations This position is based in Palo Alto, CA (in-office, 5 days per week) or fully remote with strong self-motivation required. US-based candidates cannot be hired in Wyoming or Illinois at this time. Visa sponsorship is not available. Team members are expected to work from 9:00am - 5:30pm PST for the first two weeks of training, and 9:00am - 5:30pm in their own timezone thereafter. For remote work, candidates must use a Chromebook, Mac with macOS 11.0 or later, or Windows 10 or later Compensation $45 - $100 per hour The posted pay range is intended for U.S.-based candidates and depends on factors including relevant experience, skills, education, geographic location, and qualifications. For international candidates, our recruiting team can provide an estimated pay range for your location. Benefits: Hourly pay is just one part of our total rewards package at xAI. Specific benefits vary by country, depending on your country of residence you may have access to medical benefits. We do not offer benefits for part-time roles. xAI is an equal opportunity employer. For details on data processing, view our Recruitment Privacy Notice.