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)
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Mercor connects elite creative and technical talent with leading AI research labs. The company specializes in matching top-tier professionals with AI research organizations to support advanced projects. Mercor facilitates work across multiple domains including financial analysis, hedge fund strategy evaluation, and deal structuring, leveraging AI to enhance model training and research capabilities. The company bridges the gap between specialized talent and cutting-edge AI research institutions.
