Asset & Wealth Management Expert

Mercor; India; Remote; INR 12,935,000 - 16,816,000; Full time

Job summary

Mercor is seeking asset and wealth management experts for AI training and evaluation work. This standing listing connects you to investment management projects with an hourly rate of $100–$130, paid weekly through Stripe or Wise.

Engagements are remote and on a project-by-project basis, with flexible scheduling. You will evaluate investment cases, grade model-driven portfolios, and flag any instruction that could breach a real mandate or client constraints, considering liquidity, risk, and

Qualifications

• Experience in portfolio management or buy-side research.
• Clear written communication and ability to explain reasoning.
• Comfort with ambiguous tasks and flag unclear instructions.

Responsibilities

• Write an investment case or client scenario with thesis, constraints and risk budget.
• Grade model-built portfolio construction, allocation and tax strategy.
• Flag defensible vs. non-defensible recommendations under real-world constraints.

Skills

Portfolio management

Buy-side research

Multi-asset allocation

Financial planning

Private client advisory

Tools

Stripe

Wise

Job description

Asset & Wealth Management Expert

Company: Mercor

Compensation: $100

Commitment: Talent network

Location: Remote

Referral Link: https://t.mercor.com/i4Kob

The research teams behind the best-known AI models come to Mercor for investment management judgment they can't generate on their own. Your standards and expertise become the rubric that frontier AI is graded against. This is a standing listing for asset and wealth managers who want AI training and evaluation work, not a specific job opening. It stays open whether or not a matching project is running this week. New projects start on short notice, so instead of posting and pulling a listing each time, we keep one open per field and draw from it when one begins.

What the work looks like

We match asset and wealth managers in the network to projects like: Writing an investment case or a client scenario from your own mandate or book, with the thesis, the constraints, and the risk budget, plus the reference answer a model's attempt gets graded against. Grading model-built portfolio construction, allocation, and tax strategy: whether the factor exposures are intended, whether the benchmark is the right one, whether the withdrawal sequencing holds, whether the attribution actually explains the return. Flagging where a model's recommendation is defensible on paper and would breach a real mandate or fail a real client, given liquidity, concentration limits, drawdown tolerance, or time horizon.

Comparable investment management projects have posted at $100 to $130 an hour, set per project by scope and depth.

What we're looking for

Professional experience in portfolio management, buy-side research, multi-asset allocation, financial planning, or private client advisory. Clear written communication, since most of the work involves explaining your reasoning. Comfort with ambiguous tasks, and willingness to flag unclear instructions.

Where people in this pool have worked

• Long-only asset managers and mutual fund complexes
• Hedge funds and multi-strategy platforms
• Pension, endowment, and sovereign allocators
• Private banks and wirehouse wealth management
• Registered investment advisors and multi-family offices
• Trust, estate, and fiduciary practices

What to expect

This listing does not accept or reject candidates, so you will not get a decision on it. We reach out when a project matches your background. Depending on what our clients are running, that can be within a week or several months. Finishing the domain expert interview and joining every network you qualify for both improve your odds of being matched. You only need to sign up once to be eligible across all of them. We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.

Contract and Payment Terms

You will be engaged as an independent contractor. This is a fully remote role that can be completed on your own schedule. Projects can be extended, shortened, or concluded early depending on needs and performance. Your work at Mercor will not involve access to confidential or proprietary information from any employer, client, or institution. Payments are weekly on Stripe or Wise based on services rendered. Please note: We are unable to support H1-B or STEM OPT candidates at this time.

About Mercor

Mercor partners with leading AI labs and enterprises to train frontier models using human expertise. You will work on projects that focus on training and enhancing AI systems. You will be paid competitively, collaborate with leading researchers, and help shape the next generation of AI systems in your area of expertise.