Wealth Management & Asset Management Expert
Position: Wealth Management & Asset Management Expert
Type: Hourly Contract
Compensation: $70–$80/hour
Location: Remote
About the Opportunity
This opportunity is for experienced Wealth Management and Asset Management professionals with expertise in portfolio management, investment strategy, alternative investments, fiduciary standards, risk analysis, and client advisory to contribute to advanced AI research and evaluation projects.
You'll apply your investment expertise to develop realistic enterprise investment scenarios, create reference outputs, evaluate AI-generated financial analyses, and build structured evaluation frameworks that accurately assess professional-level investment judgment.
The role focuses on Fortune 500 asset management, private wealth, and institutional investment environments, where portfolio complexity, regulatory requirements, and client sophistication require advanced financial reasoning. No prior AI experience is required.
Responsibilities
- Develop realistic wealth management and asset management scenarios involving portfolio construction, fiduciary responsibilities, investment strategy, and regulatory review.
- Create evaluation tasks covering portfolio strategy, alternative investments, institutional client servicing, risk analytics, performance analysis, and manager due diligence.
- Design investment operations scenarios involving tools such as Bloomberg Terminal, Aladdin, Morningstar Direct, and enterprise portfolio/order management systems.
- Apply investment methodologies including Modern Portfolio Theory, factor investing, fiduciary standards, ESG integration, and portfolio risk management.
- Produce reference investment policy statements, portfolio strategies, investment analyses, and client-facing executive narratives.
- Evaluate AI-generated investment recommendations and analyses for accuracy, reasoning, risk awareness, and suitability.
- Develop structured evaluation rubrics that distinguish authentic professional investment judgment from generic textbook or exam-level knowledge.
- Incorporate considerations around SEC/FINRA compliance, fiduciary obligations, client reporting, and investment governance.
- Collaborate with project teams to maintain high standards of financial accuracy, consistency, and evaluation quality.
Required Qualifications
- 5+ years of professional experience as a Portfolio Manager, Wealth Advisor, Investment Professional, Asset Manager, or related role.
- Strong expertise in portfolio construction, investment strategy, wealth management, asset management, and financial analysis.
- Experience managing or advising on large-scale client portfolios, institutional mandates, or complex investment strategies.
- Strong understanding of portfolio risk, performance analytics, alternative investments, and manager due diligence.
- Familiarity with relevant investment regulations, fiduciary standards, and client reporting requirements.
- Excellent analytical, financial reasoning, and written communication skills.
- Ability to work independently in a fully remote environment.
Preferred Qualifications
- Experience working at a Fortune 500 asset manager, private bank, wirehouse, or institutional investment organization.
- Experience with BlackRock, Vanguard, Morgan Stanley, Goldman Sachs, JPMorgan, or similar financial institutions.
- Proficiency with Bloomberg Terminal, Aladdin, Morningstar Direct, or enterprise portfolio and order management systems.
- Experience with alternative investments, institutional portfolios, private wealth, or complex fiduciary mandates.
- Experience creating investment training materials, evaluation rubrics, portfolio documentation, or analytical frameworks.
- Familiarity with AI, machine learning, financial data annotation, or AI model evaluation is a plus.
Compensation
- Competitive compensation of $70–$80/hour.
- Hourly contract engagement.
- Fully remote opportunity.
- Flexible work arrangement based on project requirements.
Application Process
- Easy Apply on LinkedIn
- Complete the required screening questions
- Complete a short assessment based on your professional background
- Participate in the interview/evaluation stage
- Hiring team review and final selection