Senior Wealth & Asset Management Strategist

Mercor; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

Mercor is shaping enterprise wealth management evaluation tasks for AI systems used by Fortune 500 asset managers and private banks. You will design scenarios, draft reference outputs, and write rubrics that capture how senior investment professionals think.

In this role, you’ll build tasks across wealth and asset management workflows, using tools such as Bloomberg Terminal, Aladdin, and Morningstar Direct to stress-test portfolios and reporting frameworks.

Qualifications

• 5+ years as portfolio manager or wealth advisor at a Fortune 500 asset manager or equivalent.
• Direct ownership of client portfolios and investment decisions.
• Strong understanding of SEC/FINRA regulatory considerations and client reporting.

Responsibilities

• Construct enterprise wealth management scenarios for AI evaluation in Fortune 500 contexts.
• Draft reference outputs and rubrics reflecting senior investment thinking.
• Develop investment operations scenarios using Bloomberg, Aladdin, and OMS.

Skills

Portfolio management

Wealth advisory

Investment analysis

Regulatory knowledge

Rubric authoring

Education

Bachelor's degree in Finance

Tools

Bloomberg Terminal

Aladdin

Morningstar Direct

OMS

Job description

Mercor is shaping enterprise wealth management evaluation tasks for AI systems used by Fortune 500 asset managers and private banks. You will design scenarios, draft reference outputs, and write rubrics that capture how senior investment professionals think.

In this role, you’ll build tasks across wealth and asset management workflows, using tools such as Bloomberg Terminal, Aladdin, and Morningstar Direct to stress-test portfolios and reporting frameworks.