Portfolio Allocation & Advisory Evaluation Expert

$100 - $200/hourpay

Required Skills

OCIO
private banking
wealth management
asset allocation
About micro1
micro1 connects domain experts to the development of frontier AI models. Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality contributions at scale.
Our goal is to enable 1 billion people to do meaningful work by applying their expertise to AI. We’ve raised $40M+ in funding, and our AI recruiter has powered over 1 million AI-led interviews as our global network of experts grows into the human intelligence layer for AI.

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

  1. Review investment policy statements (IPS), asset allocation proposals, and overall portfolio construction frameworks for alignment with client mandates.
  2. Evaluate multi-asset portfolio structures, manager selection processes, fee considerations, and risk-adjusted performance metrics.
  3. Assess the suitability of recommendations, portfolio diversification, drawdown risk, liquidity constraints, and tax-aware planning decisions.
  4. Provide clear, structured written and verbal feedback on the rationale, analytical rigor, and presentation quality of advisory outputs.
  5. Participate in recurring evaluation sessions to benchmark and distinguish advisory proficiency across levels and firms.
  6. Identify strengths and improvement areas in asset allocation logic, planning strategy, and portfolio governance practices.
  7. Contribute deep insights on public markets, private assets, alternatives, and best practices for multi-asset portfolios.


Required Skills and Qualifications

  1. 5+ years' experience in wealth management, private banking, OCIO, family offices, or investment advisory roles.
  2. Proficiency with asset allocation, IPS construction, manager due diligence, and multi-asset portfolio management (public/private).
  3. Sound understanding of liquidity horizons, fee structures, risk tolerance mapping, and tax-aware investment decisions.
  4. Exceptional written and verbal communication skills, with a keen eye for detail and clarity.
  5. Demonstrated ability to assess, critique, and articulate complex portfolio proposals and rationale.
  6. Familiarity with best-in-class portfolio governance and client reporting standards.


Preferred Qualifications

  1. Experience advising UHNW/HNW clients or multi-generational family office portfolios.
  2. Relevant designations such as CFA, CAIA, CFP, CIMA, CPWA, or FRM.
  3. Exposure to alternative investments, co-investments, or private markets.

This job is currently closed and not accepting applications. Thank you for your interest!

Refer and Earn