Asset & Wealth Management Expert

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: Asset & Wealth Management Expert
Type: Contract
Compensation: $100–$130/hour
Location: Remote

Role Responsibilities

• Evaluate AI model recommendations against real-world mandates, focusing on liquidity and concentration limits.
• Grade model-built portfolio construction and tax strategy for accuracy in factor exposures and benchmark selection.
• Write investment cases and client scenarios, providing reference answers for model grading.
• Flag defensible model recommendations that may breach mandates or client requirements.
• Collaborate with AI research teams to improve training data quality and model outputs.
• Work independently and asynchronously to meet project deadlines.

Qualifications

Must-Have

• Professional experience in portfolio management, buy-side research, or financial planning.
• Clear written communication skills.
• Comfort with ambiguous tasks and willingness to flag unclear instructions.

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: [email protected]

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.