Portfolio Allocation & Advisory Evaluation Expert
$100 - $200/hourpay
Required Skills
OCIO
private banking
wealth management
asset allocation
About micro1
micro1 is a data engine that helps AI labs train foundational models and enterprises build AI agents. We provide frontier evaluations and reinforcement learning environments used to improve LLM capabilities, as well as contextual evaluations used to monitor and improve AI agents in enterprise settings. Our data engine includes an AI recruiter agent that sources and vets domain experts, a data platform that enables rapid production of high-quality training data, and a pipeline performance system that ensures both quality and velocity.
Our goal is to have 1 billion people doing meaningful work by contributing their expertise to the development of frontier AI models. We’ve raised $40M+ in funding, and our AI recruiter has powered more than 1 million AI-led interviews as our global network of experts expands to form the human intelligence layer for AGI.
Job Description
Job Title: Portfolio Allocation & Advisory Evaluation Expert
Job Type: Part-Time / Contract
Location: Remote (US)
Job Summary
We invite you to join our customer's team as a Portfolio Allocation & Advisory Evaluation Expert. In this pivotal role, you will assess and benchmark the quality of wealth management outputs, multi-asset allocation frameworks, and advisory presentations. This is a unique opportunity for a seasoned professional to shape industry standards in portfolio construction and advisory excellence from anywhere in the US.
Key Responsibilities
- Review investment policy statements (IPS), asset allocation proposals, and overall portfolio construction frameworks for alignment with client mandates.
- Evaluate multi-asset portfolio structures, manager selection processes, fee considerations, and risk-adjusted performance metrics.
- Assess the suitability of recommendations, portfolio diversification, drawdown risk, liquidity constraints, and tax-aware planning decisions.
- Provide clear, structured written and verbal feedback on the rationale, analytical rigor, and presentation quality of advisory outputs.
- Participate in recurring evaluation sessions to benchmark and distinguish advisory proficiency across levels and firms.
- Identify strengths and improvement areas in asset allocation logic, planning strategy, and portfolio governance practices.
- Contribute deep insights on public markets, private assets, alternatives, and best practices for multi-asset portfolios.
Required Skills and Qualifications
- 5+ years' experience in wealth management, private banking, OCIO, family offices, or investment advisory roles.
- Proficiency with asset allocation, IPS construction, manager due diligence, and multi-asset portfolio management (public/private).
- Sound understanding of liquidity horizons, fee structures, risk tolerance mapping, and tax-aware investment decisions.
- Exceptional written and verbal communication skills, with a keen eye for detail and clarity.
- Demonstrated ability to assess, critique, and articulate complex portfolio proposals and rationale.
- Familiarity with best-in-class portfolio governance and client reporting standards.
Preferred Qualifications
- Experience advising UHNW/HNW clients or multi-generational family office portfolios.
- Relevant designations such as CFA, CAIA, CFP, CIMA, CPWA, or FRM.
- Exposure to alternative investments, co-investments, or private markets.