About this role
Role Overview
Create evaluation tasks that help assess AI systems used in enterprise investment and advisory environments. This role draws on the portfolio complexity, regulatory demands, and client expectations found at large asset managers and private wealth institutions. You will develop realistic scenarios, reference outputs, and scoring rubrics that reflect senior-level investment judgment.
Key Responsibilities
- Develop wealth management scenarios covering high-net-worth portfolio construction, multi-party trust and estate planning, and complex fiduciary or regulatory review processes.
- Create asset management tasks involving portfolio strategy, alternative investments, institutional client service, risk and performance analysis, and manager due diligence.
- Design investment operations scenarios using Bloomberg Terminal, Aladdin, Morningstar Direct, and enterprise portfolio or order management systems.
- Apply modern portfolio theory, factor investing, fiduciary duty standards, and ESG integration to produce reference investment policy statements, portfolio strategies, and executive client narratives.
- Write rubrics that differentiate authentic enterprise wealth and asset management decision-making from general textbook or CFA exam-level knowledge.
Qualifications
- At least 5 years of experience as a portfolio manager, wealth advisor, or investment professional at a Fortune 500 asset manager, private bank, or wirehouse, such as BlackRock, Vanguard, Morgan Stanley, Goldman Sachs, or JPMorgan.
- Experience directly managing large-scale client portfolios, institutional mandates, or investment strategy decisions.
- Fluency with enterprise investment tools and methodologies, along with practical knowledge of SEC and FINRA compliance, fiduciary standards, and client reporting.
- Experience authoring rubrics, investment training curricula, or portfolio documentation is preferred.
Work Terms
- Remote, hourly engagement.
Compensation
- $70 to $80 per hour.