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

mercor; Singapore; Teletrabalho; SGD 123 000 - 141 000; Tempo parcial

Resumo da oferta

Mercor seeks a Wealth Management & Asset Management Expert for contract work. You will craft high-net-worth portfolio strategies, manage institutional mandates, and drive investment policy development. Use top-tier tools to ensure fiduciary compliance and robust client reporting, while aligning with ESG considerations and advanced investment frameworks. Remote work available.

Qualificações

• 5+ years working as a portfolio manager, wealth advisor, or investment professional at a Fortune 500 asset manager, private bank, or wirehouse.
• Direct ownership of F500-scale client portfolios, institutional mandates, or investment strategy decisions.
• Fluency in enterprise investment tooling and regulatory reporting (SEC, FINRA).

Responsabilidades

• Construct enterprise wealth management scenarios focusing on high-net-worth portfolio construction and fiduciary review cycles.
• Build asset management tasks for Fortune 500 portfolios, institutional servicing, risk and performance analytics.
• Develop investment operations scenarios using Bloomberg Terminal, Aladdin, Morningstar Direct, and OMS in F500 stacks.
• Apply enterprise investment methodologies such as modern portfolio theory, factor investing, fiduciary standards, and ESG integration.
• Produce reference investment policy statements, portfolio strategies, and client-facing executive narratives.

Conhecimentos

Portfolio management

Wealth advisory

Investment analysis

Regulatory compliance

Client reporting

Ferramentas

Bloomberg Terminal

Aladdin

Morningstar Direct

Portfolio OMS

Descrição da oferta de emprego

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.