We are sharing a specialised part-time consulting opportunity for experienced investment professionals with strong backgrounds in portfolio management, asset allocation, risk management, investment strategy, and structured institutional investment workflows.

This role supports current and upcoming remote consulting opportunities focused on structured portfolio strategy review, asset allocation analysis, investment decision assessment, risk framework evaluation, market scenario review, and high-quality project execution. Selected professionals will apply their portfolio management expertise to review realistic investment scenarios, evaluate strategic assumptions, prepare structured written outputs, and support accurate, evidence-based investment workflow tasks.

Key Responsibilities

Professionals in this role may contribute to:

Portfolio Construction & Asset Allocation Review

• Review investment scenarios involving portfolio construction, asset allocation, diversification, benchmark alignment, and risk-adjusted return objectives
• Evaluate portfolio strategies against stated mandates, allocation constraints, market assumptions, and documented investment goals
• Support structured review of multi-asset portfolios, sector exposures, position sizing, rebalancing logic, and allocation decisions
• Identify missing assumptions, concentration issues, risk exposures, and expected portfolio management outcomes

Risk Management & Strategy Assessment

• Review risk frameworks involving drawdown analysis, volatility, factor exposure, liquidity considerations, correlation assumptions, and stress-test scenarios
• Evaluate investment strategies across changing market environments, macro drivers, and asset class dynamics
• Support structured review of risk controls, scenario analysis, hedging considerations, and portfolio optimization outputs
• Prepare clear written explanations for portfolio strategy decisions based on source materials and verifiable criteria

Investment Judgment & Framework Support

• Review investment decision scenarios involving alpha generation, manager judgment, market timing considerations, security selection, and cross-asset positioning
• Evaluate strategy outputs, research summaries, portfolio recommendations, and investment frameworks for clarity, usefulness, and accuracy
• Contribute real-world portfolio management insight to structured evaluation and strategy review workflows
• Maintain accuracy, consistency, and professional judgment across submitted work

Ideal Profile

Strong candidates may have:

• 8+ years of experience in investment management, asset management, wealth management, institutional investing, hedge funds, private wealth, family office investing, or related investment roles
• 5+ years of experience as a portfolio manager, co-portfolio manager, investment strategist, senior investment analyst, asset allocator, or similar decision-making role
• Experience managing institutional, HNW, family office, multi-asset, equity, fixed income, alternative, or global portfolios
• Strong understanding of portfolio optimization, risk management, alpha generation, asset allocation, market dynamics, and macro drivers
• Comfort reading and preparing investment artifacts such as portfolio strategy notes, allocation memos, risk reports, stress-test summaries, investment committee materials, and market outlooks
• Strong written communication skills and ability to explain portfolio decisions clearly
• Ability to follow structured instructions and produce evidence-based work

Educational Background

• A degree or professional background in finance, economics, accounting, business administration, mathematics, statistics, investment management, or a related quantitative field is helpful
• Equivalent practical experience in portfolio management, asset allocation, investment strategy, institutional investing, or wealth management is also highly relevant

Nice to Have

• CFA, MBA, CAIA, FRM, or equivalent investment management credential
• Experience managing multi-asset, global, institutional, HNW, hedge fund, private wealth, pension, endowment, or family office portfolios
• Familiarity with quantitative investing, factor models, data-driven investment processes, risk systems, portfolio analytics, or optimization tools
• Experience preparing or reviewing IC materials, portfolio risk reports, market outlooks, allocation memos, strategy reviews, or stress-test documentation
• Strong judgment across market cycles and comfort evaluating investment decisions under uncertainty

Why This Opportunity

• Apply portfolio management and investment strategy expertise to structured remote project work
• Contribute to high-quality portfolio construction review, risk framework assessment, and investment strategy analysis
• Work on flexible, expert-level assignments aligned with your investment background
• Use your portfolio judgment in a focused, detail-oriented research environment
• Remote structure with competitive hourly compensation

Contract Details

• Independent contractor role
• Fully remote with flexible scheduling
• Part-time commitment depending on project availability
• Competitive rates between $160–$180 per hour depending on expertise
• Weekly payments via Stripe or Wise
• Projects may be extended, shortened, or adjusted depending on scope and performance
• Work will not involve access to confidential or proprietary information from any employer, client, or institution

About the Platform

This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams.

By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: https://www.24-mag.com/privacy-policy.