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Remote | Institutional Portfolio Strategy Consultant — $160–$180/hour

24-M
United Statesremote$160 – $180 (~₹13K – ₹15K)senior6-10 yearsWork permit required27 people scored this

Description

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 ResponsibilitiesProfessionals in this role may contribute to:Portfolio Construction & Asset Allocation ReviewReview investment scenarios involving portfolio construction, asset allocation, diversification, benchmark alignment, and risk-adjusted return objectivesEvaluate portfolio strategies against stated mandates, allocation constraints, market assumptions, and documented investment goalsSupport structured review of multi-asset portfolios, sector exposures, position sizing, rebalancing logic, and allocation decisionsIdentify missing assumptions, concentration issues, risk exposures, and expected portfolio management outcomesRisk Management & Strategy AssessmentReview risk frameworks involving drawdown analysis, volatility, factor exposure, liquidity considerations, correlation assumptions, and stress-test scenariosEvaluate investment strategies across changing market environments, macro drivers, and asset class dynamicsSupport structured review of risk controls, scenario analysis, hedging considerations, and portfolio optimization outputsPrepare clear written explanations for portfolio strategy decisions based on source materials and verifiable criteriaInvestment Judgment & Framework SupportReview investment decision scenarios involving alpha generation, manager judgment, market timing considerations, security selection, and cross-asset positioningEvaluate strategy outputs, research summaries, portfolio recommendations, and investment frameworks for clarity, usefulness, and accuracyContribute real-world portfolio management insight to structured evaluation and strategy review workflowsMaintain accuracy, consistency, and professional judgment across submitted workIdeal ProfileStrong 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 roles5+ years of experience as a portfolio manager, co-portfolio manager, investment strategist, senior investment analyst, asset allocator, or similar decision-making roleExperience managing institutional, HNW, family office, multi-asset, equity, fixed income, alternative, or global portfoliosStrong understanding of portfolio optimization, risk management, alpha generation, asset allocation, market dynamics, and macro driversComfort reading and preparing investment artifacts such as portfolio strategy notes, allocation memos, risk reports, stress-test summaries, investment committee materials, and market outlooksStrong written communication skills and ability to explain portfolio decisions clearlyAbility to follow structured instructions and produce evidence-based workEducational BackgroundA degree or professional background in finance, economics, accounting, business administration, mathematics, statistics, investment management, or a related quantitative field is helpfulEquivalent practical experience in portfolio management, asset allocation, investment strategy, institutional investing, or wealth management is also highly relevantNice to HaveCFA, MBA, CAIA, FRM, or equivalent investment management credentialExperience managing multi-asset, global, institutional, HNW, hedge fund, private wealth, pension, endowment, or family office portfoliosFamiliarity with quantitative investing, factor models, data-driven investment processes, risk systems, portfolio analytics, or optimization toolsExperience preparing or reviewing IC materials, portfolio risk reports, market outlooks, allocation memos, strategy reviews, or stress-test documentationStrong judgment across market cycles and comfort evaluating investment decisions under uncertaintyWhy This OpportunityApply portfolio management and investment strategy expertise to structured remote project workContribute to high-quality portfolio construction review, risk framework assessment, and investment strategy analysisWork on flexible, expert-level assignments aligned with your investment backgroundUse your portfolio judgment in a focused, detail-oriented research environmentRemote structure with competitive hourly compensationContract DetailsIndependent contractor roleFully remote with flexible schedulingPart-time commitment depending on project availabilityCompetitive rates between $160–$180 per hour depending on expertiseWeekly payments via Stripe or WiseProjects may be extended, shortened, or adjusted depending on scope and performanceWork will not involve access to confidential or proprietary information from any employer, client, or institutionAbout the PlatformThis 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.Originally posted on Himalayas

Required skills

Portfolio-Strategy-ConsultantInvestment-ConsultantAsset-Allocation-AnalystInvestment-StrategyInstitutional-Portfolio-ManagementRemote-Institutional-Finance-ManagerRemote-Strategic-ConsultantRemote-Portfolio-Manager

Benefits

Equity401K

This role may require work authorization in United States

Check with the employer about specific visa or work permit requirements before applying.

How this compares to market

Estimated: Below market for Remote | Institutional Portfolio in United States.

Posted 4 days agoSource: HimalayasView original listing

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Glassdoor rating3.5/5
IndustryPython-Backend-Development
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Glassdoor rating
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