[Remote] Remote | Institutional Portfolio Strategy Consultant — $160–$180/hour
Note: The job is a remote job and is open to candidates in USA. 24-MAG is offering a specialized part-time consulting opportunity for experienced investment professionals. The role focuses on portfolio management, asset allocation, and risk management, requiring candidates to apply their expertise to evaluate investment scenarios and support structured investment workflows.ResponsibilitiesReview 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 outcomesReview 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 criteriaReview 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 workSkills8+ 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 workA degree or professional background in finance, economics, accounting, business administration, mathematics, statistics, investment management, or a related quantitative fieldEquivalent practical experience in portfolio management, asset allocation, investment strategy, institutional investing, or wealth managementCFA, 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 uncertaintyBenefitsIndependent contractor roleFully remote with flexible schedulingPart-time commitment depending on project availabilityWeekly payments via Stripe or WiseProjects may be extended, shortened, or adjusted depending on scope and performanceCompany OverviewAt 24-MAG, we support emerging AI and consulting platforms by sourcing and connecting qualified professionals with remote, contract-based opportunities. It was founded in undefined, and is headquartered in Sheridan, Wyoming, US, with a workforce of 2-10 employees. Its website is https://24-mag.com/.