财富管理专家 - 高级水平
Wealth Management Expert - Senior Level
关于工作的职位，默科尔将精英创意和技术人才与领先的人工智能研究实验室联系起来。总部位于旧金山，我们的投资者包括 Benchmark,General Catalyst,Peter Thiel,Adam D'Angelo,Larry Summers 和 Jack Dorsey.职位：财富管理和资产管理专家类型：合同补偿：70美元~80美元/小时 地点：远程角色责任 ·构建企业财富管理场景。重点关注高净值组合建设，多利益相关方信任和遗产规划以及复杂的托管或监管审查周期。· 构建 F500投资组合战略，替代投资，机构客户服务，风险和绩效分析以及管理者尽职调查的资产管理任务。· 使用 Bloomberg 终端，阿拉丁，明星直播等工具开发投资操作场景，并使用 F500堆中的企业投资组件/订单管理系统 (OMS). ·应用现代投资理论，因素投资，信托义务标准和 ESG 集成等企业投放方法。制作参考投资政策声明，投资组分策略和面向客户的执行叙述。· 创作者条目，以区分真正的企业财富和资产管理判断与通用教科书或 CFA 考试水平召回。必须有资格 · 5年以上在福特500强股份 500级资产经理，私人银行或银行的投资专业人员工作；（BlackRock,Vanguard,摩根士丹利，高盛，JPMorgan）. ·直接拥有 F500规模客户组合，机构授权或投资战略决策。· 熟练掌握企业投资工具和方法。了解 F500监管标准 (SEC, FINRA),信托标准和客户报告。· 预先课程，投资培训课程或组合文档作者。申请过程 （需要20~30分钟才能完成）· 上传简历 · AI 面试根据你的简历 ·提交表格资源和支持 · 请查看有关采访流程和平台信息的详细信息：· 任何帮助或支持，请联系：PS:我们的团队每天审查应用程序。请完成你的 AI 面试和申请步骤将被考虑为此机会。原创发布在喜马拉雅山
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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.
Application Process (Takes 20–30 mins to complete)
- Upload resume
- AI interview based on your resume
- Submit form
Resources & Support
- For details about the interview process and platform information, please check:
- For any help or support, reach out to:
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
Originally posted on Himalayas