Remote | Institutional Portfolio Strategy Consultant — \$160–\$180/hour
About the position 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.
Responsibilities
- 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
- 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
- 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
Requirements
- 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
- 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-haves
- 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
Benefits
- Competitive hourly compensation
- Flexible scheduling
- Part-time commitment depending on project availability
- Weekly payments via Stripe or Wise