ASSET MANAGEMENT SPECIALIST - FULLY REMOTE | UPTO $80/HR

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. Focus on high-net-worth portfolio construction, multi-stakeholder trust and estate planning, and complex fiduciary or regulatory review cycles. • Build asset management tasks for F500 portfolio strategy, alternative investments, institutional client servicing, risk and performance analytics, and manager due diligence. • Develop investment operations scenarios using tools like Bloomberg Terminal , Aladdin , Morningstar Direct , and enterprise portfolio/order management systems ( OMS ) in F500 stacks. • Apply enterprise investment methodologies such as modern portfolio theory, factor investing, fiduciary duty standards, and ESG integration. Produce reference investment policy statements, portfolio strategies, and client-facing executive narratives. • Author rubrics to 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. Understanding of F500 regulatory compliance ( SEC , FINRA ), fiduciary standards, and client reporting. 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: https://talent.docs.mercor.com/welcome • For any help or support, reach out to: support@mercor.com PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.