Asset Management Specialist - Fully Remote Upto $80 HR

mercor

📍 Remote🌐 Remote💰 $70–$80/yr🕐 28d ago🔗 himalayas

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)** * **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:** **_PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity._** Originally posted on [Himalayas](https://himalayas.app)
Asset Management Specialist - Fully Remote Upto $80 HR at mercor | MergeJobs