Wealth Management & Asset Management Expert

$70–80/hr

55 people hired

RemoteGlobalTechnology3-5 YearsContractPosted Aug 18, 2026

About this role

You will design AI evaluation tasks based on enterprise wealth and asset management workflows. | The role focuses on portfolio construction, investment strategy, institutional client servicing, fiduciary responsibilities, and complex wealth-management scenarios. | You will create reference investment outputs and evaluation rubrics reflecting senior-level investment judgment. | Tasks are calibrated to Fortune 500 asset managers, private banks, and sophisticated wealth-management institutions.

Responsibilities

Create realistic wealth and asset management scenarios involving portfolio construction, trust and estate considerations, alternative investments, and institutional mandates.
Develop tasks using tools such as Bloomberg Terminal, Aladdin, Morningstar Direct, and enterprise portfolio/order management systems.
Apply methodologies including modern portfolio theory, factor investing, fiduciary standards, ESG integration, and risk/performance analytics.
Create reference investment policy statements, portfolio strategies, client narratives, and rubrics for evaluating AI-generated investment work.

Qualifications

Minimum 5+ years of experience as a portfolio manager, wealth advisor, private banker, asset manager, or investment professional.
Direct experience managing sophisticated client portfolios, institutional mandates, or investment strategy decisions.
Strong knowledge of portfolio construction, investment analytics, fiduciary standards, SEC/FINRA requirements, and enterprise investment workflows.
Experience within a major asset manager, private bank, wirehouse, or large financial institution is strongly preferred.