Pay for this job is USD $70-$90 per hour, which is approx AUD $95-$125 It will be subject to exchange rates.
About the job
This job is about collaborating with leading AI labs to enhance AI systems in wealth management and asset management. Contributors will leverage their expertise in various financial areas to evaluate and improve AI performance, making a significant impact on portfolio construction and investment strategies. The team values flexibility and asynchronous collaboration, allowing for a dynamic work environment that adapts to project needs.
You'll be responsible for
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Reviewing and evaluating AI-generated outputs
Review and evaluate AI-generated outputs related to portfolio recommendations, financial planning scenarios, investment research, and client communication.📝
Creating realistic scenarios
Create realistic scenarios based on wealth/asset management workflows — client discovery meetings, investment policy statements, rebalancing decisions, tax-loss harvesting, and estate planning strategies.✅
Annotating and validating data
Annotate, label, and validate data across wealth management use cases (e.g., risk profiling, retirement projections, alternative investment due diligence).Key criteria
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3+ years in wealth management
Demonstrated experience in RIA, private banking, or asset management.View
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Financial planning expertise
Proven background in client advisory and financial planning.View
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Portfolio management skills
Experience in asset allocation and investment strategies.View
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