Verified Mercor opportunity
Role Overview • Mercor is seeking senior wealth management and asset management professionals to build evaluation tasks for AI systems operating in Fortune 500 enterprise investment and advisory contexts. • The workflows are calibrated to the portfolio complexity, regulatory stakes, and client sophistication of Fortune 500 asset managers and large private wealth institutions. • Contributors design enterprise wealth and asset management scenarios, draft reference outputs, and write rubrics that capture how senior F500 investment professionals think. — Key Responsibilities • Construct enterprise wealth management scenarios spanning high-net-worth portfolio construction, multi-stakeholder trust and estate planning, and complex fiduciary or regulatory review cycles. • Build asset management tasks across F500 portfolio strategy, alternative investments, institutional client servicing, risk and performance analytics, and manager due diligence. • Develop investment operations scenarios involving tools such as Bloomberg Terminal, Aladdin, Morningstar Direct, and enterprise portfolio/order management systems (OMS) in F500 stacks. • Apply enterprise investment methodologies (modern portfolio theory, factor investing, fiduciary duty standards, ESG integration) and produce reference investment policy statements, portfolio strategies, and client-facing executive narratives. • Author rubrics that distinguish authentic enterprise wealth and asset management judgment from generic textbook or CFA-exam-level recall. — Ideal Qualifications • 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, plus understanding of how F500 regulatory compliance (SEC, FINRA), fiduciary standards, and client reporting actually work. • Prior rubric, investment-training curriculum, or portfolio documentation authorship is a plus.