Wealth Management Expert - Portfolio Strategy

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 & Asset Management Expert
Type: Contract
Compensation: $1,150–$1,450/task
Location: Remote

Role Responsibilities

• Review and evaluate AI-generated outputs related to portfolio recommendations, financial planning scenarios, investment research, and client communication.
• Create realistic scenarios based on wealth/asset management workflows, including client discovery meetings, investment p...