Asset Management Specialist - Fully Remote
Source: Himalayas
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Job Description
About the jobMercor 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 and Asset Management SpecialistType:ContractCompensation:$70–$90/hourLocation:RemoteRole ResponsibilitiesReview and evaluate AI-generated outputs related to portfolio recommendations, financial planning scenarios, and investment research.Create realistic scenarios based on wealth/asset management workflows, including client discovery meetings and estate planning strategies.Annotate, label, and validate data across wealth management use cases like risk profiling and retirement projections.Provide structured feedback on AI accuracy in fiduciary standards, tax implications, and suitability requirements.Collaborate asynchronously with research teams to refine evaluation frameworks for financial advisory AI.QualificationsMust-Have3+ years of professional experience at an RIA, wirehouses, private bank, asset manager, or family office.Background in financial planning, client advisory, portfolio management, or asset allocation.Strong analytical thinking and ability to translate advisory workflows into structured evaluation tasks.Clear written communication and attention to detail.PreferredCFA, CFP, CAIA, or Series 65/66 certifications.Experience with alternative investments like private equity and hedge funds.Application Process (Takes 20–30 mins to complete)Upload resumeAI interview based on your resumeSubmit formResources & SupportFor details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcomeFor any help or support, reach out to: support@mercor.comPS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.Originally posted on Himalayas
Full Description
About the jobMercor 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 and Asset Management SpecialistType:ContractCompensation:$70–$90/hourLocation:RemoteRole ResponsibilitiesReview and evaluate AI-generated outputs related to portfolio recommendations, financial planning scenarios, and investment research.Create realistic scenarios based on wealth/asset management workflows, including client discovery meetings and estate planning strategies.Annotate, label, and validate data across wealth management use cases like risk profiling and retirement projections.Provide structured feedback on AI accuracy in fiduciary standards, tax implications, and suitability requirements.Collaborate asynchronously with research teams to refine evaluation frameworks for financial advisory AI.QualificationsMust-Have3+ years of professional experience at an RIA, wirehouses, private bank, asset manager, or family office.Background in financial planning, client advisory, portfolio management, or asset allocation.Strong analytical thinking and ability to translate advisory workflows into structured evaluation tasks.Clear written communication and attention to detail.PreferredCFA, CFP, CAIA, or Series 65/66 certifications.Experience with alternative investments like private equity and hedge funds.Application Process (Takes 20–30 mins to complete)Upload resumeAI interview based on your resumeSubmit formResources & SupportFor details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcomeFor any help or support, reach out to: support@mercor.comPS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.Originally posted on Himalayas