About the job
Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey .
Position: Wealth Management & Asset Management Expert
Type: Contract
Compensation: $70–$80/hour
Location: Remote
Role Responsibilities
- Construct enterprise wealth management scenarios spanning high-net-worth portfolio construction, multi-stakeholder trust and estate planning, and complex fiduciary or regulatory review cycles.
- Build asset management tasks across F500 portfolio strategy, alternative investments, institutional client servicing, risk and performance analytics, and manager due diligence.
- Develop investment operations scenarios involving tools such as Bloomberg Terminal , Aladdin , Morningstar Direct , and enterprise portfolio/order management systems ( OMS ) in F500 stacks.
- Apply enterprise investment methodologies ( modern portfolio theory , factor investing , fiduciary duty standards , ESG integration ) and produce reference investment policy statements, portfolio strategies, and client-facing executive narratives.
- Author rubrics that distinguish authentic enterprise wealth and asset management judgment from generic textbook or CFA-exam-level recall.
Qualifications
Must-Have
- 5+ years working as a portfolio manager, wealth advisor, or investment professional at a Fortune 500 asset manager, private bank, or wirehouse ( BlackRock , Vanguard , Morgan Stanley , Goldman Sachs , JPMorgan ).
- Direct ownership of F500-scale client portfolios, institutional mandates, or investment strategy decisions.
- Fluency in enterprise investment tooling and methodologies, plus understanding of how F500 regulatory compliance ( SEC , FINRA ), fiduciary standards, and client reporting actually work.
Preferred
- Prior rubric, investment-training curriculum, or portfolio documentation authorship.
Application Process (Takes 20–30 mins to complete)
- Upload resume
- AI interview based on your resume
- Submit form
Resources & Support
- For details about the interview process and platform information, please check:
- For any help or support, reach out to: Show email
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
Vacancy posted a month ago
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