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)