[Hiring] Asset Management Specialist @Mercor

Role Description

Wealth Management & Asset Management Expert

• Construct enterprise wealth management scenarios focusing 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

• 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.

Requirements

• Prior rubric, investment-training curriculum, or portfolio documentation authorship preferred.

Benefits

• Compensation: $70–$80/hour
• Location: Remote

Application Process

• Upload resume
• AI interview based on your resume
• Submit form

Resources & Support

• For details about the interview process and platform information, please check: Interview Process Details
• For any help or support, reach out to: [email protected]
• Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.