About the role

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.
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Tell us about work you have done that is close to the Asset Management Specialist - Fully Remote | Upto $80/hr role.
How would you approach your first 30 days at Mercor?
Which of Data Analysis, Human Resources and Operations have you used recently, and what did it help you achieve?
Describe a time you solved a problem without waiting to be told exactly what to do.
How do you stay organised and communicate clearly when working remotely?

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Two examples that show the strengths listed on your CV.
A clear reason why this role and company interest you.
Your availability, preferred work style, and salary expectations.

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What would success look like in the first 90 days?
What are the main problems this hire should help solve?
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I am interested in the Asset Management Specialist - Fully Remote | Upto $80/hr role because I can bring practical experience in Data Analysis, Human Resources and Operations, learn the team quickly, and contribute to the outcomes Mercor needs from this hire.

Asset Management Specialist - Fully Remote | Upto $80/hr

About the role

Walk in with sharper answers.

Likely questions

Prepare before the call

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