Job description
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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Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.