Portfolio Manager Expert

Pay

$70/hr
The rate in the listing.
?
From the Ethos listing, checked Nov 4.
Listed
Today
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How Ethos hiring works
Your application is a 10-minute call.
Ethos's AI interviewer asks about your career, then matches you to projects like Portfolio Manager. Keep your CV open and cover these:
5+ years running enterprise programs, PMOs, or cross-functional implementation initiatives
▍
5+ years running enterprise programs, PMOs, or cross-functional implementation initiatives
Fluency building resource capacity planning spreadsheets
▍
Fluency building resource capacity planning spreadsheets
Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication
▍
Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication
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About this role
From the Ethos listing
About This Opportunity
We're working with a leading foundational AI lab to find experienced portfolio managers who can help train their latest language model on professional document, spreadsheet, and slide deck tasks.
We're looking for portfolio managers with 5+ years running enterprise programs, PMOs, or cross-functional implementation initiatives to create, evaluate, and refine AI-generated documents, spreadsheets, and slide decks across core workflows: program charter and scope documents, raid logs, resource capacity planning spreadsheets, steering committee status decks, milestone and dependency tracking spreadsheets, and stage-gate review packets.

Compensation

$70/hour
Commitment:
Flexible, 5-20 hours per week (or more if desired)
Location:
Fully remote, work on your own schedule
Start date:
ASAP

Qualifications

5+ years running enterprise programs, PMOs, or cross-functional implementation initiatives with direct ownership of program charters, raid logs, and steering committee reporting
Fluency building resource capacity planning spreadsheets and milestone tracking spreadsheets that hold up under executive and stakeholder scrutiny
Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail
How long hiring takes
Across the platforms we list, people typically hear back about a hire within

about

25 days
of applying.
Within 2 weeks
~30%
Within 6 weeks
~65%
Within 3 months
~85%
Prepare for the Ethos call
Ethos's AI interviewer asks about your Portfolio Manager background. These are our own practice questions for that work, not Ethos's.
How do you approach setting an asset allocation for a client with a long time horizon but low risk tolerance?
I weigh the client's stated risk tolerance more heavily than what their time horizon alone would theoretically support, since an allocation the client can't emotionally tolerate through a downturn risks them exiting at the worst possible time. A somewhat more conservative allocation the client actually sticks with often outperforms an aggressive one abandoned during a drawdown.
What's your process for rebalancing a portfolio, and how do you decide when it's actually worth doing given transaction costs?
I use threshold-based rebalancing, acting when an asset class drifts beyond a set percentage from its target, rather than rebalancing on a fixed calendar regardless of drift. This balances staying disciplined against unnecessary trading costs from over-rebalancing small deviations.
How do you evaluate whether a portfolio's risk level is appropriate, beyond just looking at its historical volatility?
I look at concentration risk and correlation between holdings, not just aggregate volatility, since a portfolio can show acceptable historical volatility while still being exposed to a specific risk that hasn't materialized yet. I also stress-test against scenarios the historical period may not have included.
What's your approach to communicating portfolio performance to a client during a period of underperformance relative to a benchmark?
I explain the specific factors behind the underperformance and whether they reflect a temporary condition or a change in the underlying thesis, rather than only presenting the number. Clients tolerate underperformance much better when they understand the reasoning than when they're just shown a disappointing figure.
See all 10 Portfolio Manager interview questions →
Skills and categories
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Business
No Degree Required
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Common questions
How and when does Ethos pay experts?
Within 30 days of your invoice, after a project closes. Some AI training platforms pay weekly, so plan for the longer wait.
Is Ethos regular AI training work like rating chatbot responses?
No. Ethos is an expert network. AI labs, investment funds and large companies pay for your domain knowledge (deal analysis, clinical reasoning, legal logic, financial modeling) in three formats: multi-week consulting engagements, 30 to 60 minute advisory calls, and research surveys. Listings like this one are the AI-lab engagements, where you write or review expert material for a model.
How many hours a week is this Portfolio Manager work?
Between 5 and 20 hours a week. At $70/hr that is $350 to $1,400 a week. You set your own hours.
What experience does this Portfolio Manager listing ask for?
The listing asks for 5+ years running enterprise programs, PMOs, or cross-functional implementation initiatives with direct ownership of program charters, raid logs, and steering committee reporting; fluency building resource capacity planning spreadsheets and milestone tracking spreadsheets that hold up under executive and stakeholder scrutiny; and expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail. Ethos's interviewer builds your profile from your CV, so have the roles that show this ready to talk through.
How much does this specific role pay?
This listing is posted at $70/hr, an hourly rate. Pay can change after we check the listing, so confirm the rate on the platform's application page.
What happens when I click Apply on this listing?
The link opens Ethos's sign-up. There is no form for this listing: Ethos's AI interviewer asks about your career in a 5 to 15 minute call, builds your profile from it, and then matches you to projects like this one. Keep your CV open and cover the experience the Qualifications above ask for.
Who built Ethos and is it legitimate?
Yes. Ethos was founded in London in 2024 by James Lo (McKinsey, SoftBank Vision Fund) and Daniel Mankowitz (Google DeepMind research scientist and lead author of AlphaDev). It raised a $22.75M Series A led by a16z in May 2026, with General Catalyst and XTX Markets participating, and works with AI labs, private equity firms, hedge funds and consultancies. The link on this page is an affiliate link; it doesn't affect your pay or the projects you're offered.