Remote | Senior Wealth & Asset Management Expert — $60–$70/hour
24-Mag•New York, NY
•Remote
About The Position
We are sharing a specialised part-time consulting opportunity for senior wealth management and asset management professionals with deep expertise in portfolio strategy, investment advisory, institutional asset management, risk analysis, and client portfolio management. This role supports advanced AI evaluation work focused on realistic wealth and asset management scenarios. Selected experts will design complex investment tasks, develop reference outputs, and create evaluation rubrics that reflect how experienced investment professionals approach portfolio construction, manager selection, fiduciary responsibilities, risk management, and sophisticated client advisory work.
Requirements
- 5+ years of professional experience in wealth management, asset management, portfolio management, investment advisory, or a closely related field
- Senior-level experience as a Portfolio Manager, Wealth Advisor, Investment Strategist, Asset Management Professional, or comparable investment professional
- Experience within a major asset manager, private bank, wealth-management firm, institutional investment organisation, or comparable environment
- Direct ownership of client portfolios, institutional mandates, portfolio strategies, or significant investment decisions
- Strong expertise in portfolio construction, asset allocation, risk management, performance analysis, and investment due diligence
- Familiarity with traditional and alternative investment strategies
- Strong understanding of fiduciary standards, investment governance, regulatory requirements, and client reporting
- Experience with Bloomberg Terminal, Aladdin, Morningstar Direct, portfolio management systems, or comparable professional investment tools
- Ability to communicate complex investment reasoning clearly and precisely in writing
Nice To Haves
- Experience developing investment training materials, portfolio documentation, evaluation rubrics, or professional review frameworks is advantageous
Responsibilities
- Develop realistic scenarios involving high-net-worth and institutional portfolio construction
- Create tasks covering asset allocation, diversification, risk budgeting, and investment strategy
- Apply modern portfolio theory, factor investing, and other established investment methodologies
- Evaluate portfolio recommendations for suitability, risk, diversification, and investment rationale
- Produce reference portfolio strategies and investment-policy recommendations
- Design scenarios involving sophisticated private wealth and advisory relationships
- Develop tasks covering client objectives, risk tolerance, liquidity needs, and long-term financial priorities
- Create reference investment policy statements and client-facing recommendations
- Evaluate advisory decisions for fiduciary soundness and alignment with client objectives
- Assess complex wealth-planning situations involving multiple stakeholders and investment considerations
- Develop tasks involving institutional portfolio strategy, investment mandates, and asset-management decisions
- Create scenarios covering traditional and alternative investments
- Evaluate investment opportunities across different asset classes and portfolio objectives
- Assess manager selection, mandate design, and institutional client requirements
- Produce reference analyses reflecting senior-level asset management judgement
- Develop scenarios involving portfolio risk, attribution, performance analysis, and investment-manager evaluation
- Assess investment results against benchmarks, objectives, and relevant risk measures
- Create tasks involving manager due diligence and ongoing investment oversight
- Evaluate portfolio exposures, concentration risks, and performance drivers
- Identify weak assumptions or incomplete reasoning within investment recommendations
- Create scenarios involving fiduciary responsibilities, regulatory compliance, and investment governance
- Apply relevant SEC, FINRA, fiduciary, or comparable investment-management requirements where appropriate
- Evaluate client and institutional reporting for accuracy, transparency, and professional quality
- Assess investment recommendations within applicable regulatory and fiduciary frameworks
- Develop reference documentation supporting governance and investment decisions
- Develop scenarios involving Bloomberg Terminal, Aladdin, Morningstar Direct, and comparable investment platforms
- Apply familiarity with enterprise portfolio and order-management systems
- Create tasks involving portfolio analytics, investment data, and operational workflows
- Structure complex investment information into clear professional outputs
- Evaluate investment analysis supported by market, portfolio, and performance data
- Design expert-level evaluation tasks across wealth and asset management workflows
- Draft reference outputs demonstrating authentic senior-level investment judgement
- Develop rubrics that distinguish professional investment reasoning from generic textbook or examination-level responses
- Review AI-generated outputs for financial accuracy, risk awareness, fiduciary judgement, and practical relevance
- Identify subtle reasoning errors, weak assumptions, and incomplete investment recommendations
- Provide clear written rationale supporting evaluation decisions
Benefits
- Flexible scheduling
- Part-time independent contractor engagement
- Fully remote
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What This Job Offers
Job Type
Part-time
Career Level
Senior
Education Level
No Education Listed
