We are looking for Asset & Wealth Management Expert candidates for a project delivered through Mercor.
What you'll do
- 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
What you need
- 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
Expertise
portfolio managementbuy-side researchmulti-asset allocationfinancial planningprivate client advisoryambiguous tasks
Also listed: written communication.
Who you work with
Project and contracting process: Mercor. Applications continue on the provider's website.